Transaction Execution Associate II

Job Description

Global Banking Client and Deal Support – Credit Product Delivery (CPD) – Transaction Execution Associate.

Credit Product Delivery (CPD) is a middle office transaction management function within Global Banking, dedicated to supporting lending and trade finance products, with a focus on delivering a strong client experience alongside a robust risk and control framework. CPD partners with regional and global teams, working closely with Bankers, Trade Sales, Credit, Legal, Compliance, and Operations to support seamless execution and consistent delivery across JPMorganChase’s Commercial & Investment Bank (CIB).
You will support the end-to-end execution of lending and trade finance transactions, partnering with internal stakeholders and external parties to progress documentation, coordinate closing requirements, and resolve issues in a timely and controlled manner.

Job Responsibilities

 

• Drive end-to-end execution of lending and trade finance transactions, ensuring transparency, accountability, and timely resolution.
• Manage the deal closing process, including performing conditions precedent checks.
• Liaise directly with clients and their legal counsel, facility agents, and internal stakeholders (including Banker/Sales, Credit Risk, Legal, Tax, and Operations) to support the negotiation and execution of documentation for bilateral and syndicated facilities.
• Operate within the internal controls framework, preparing and coordinating approvals for documentation deviations.
• Provide support to bankers and stakeholders, ensuring clear communication and effective problem resolution.
• Support wider projects and initiatives; identify opportunities for process optimization and efficiency.
• Ensure adherence to standard operating procedures and regulatory requirements by identifying and resolving operational, financial, and technology issues promptly.
• Participate in training and development opportunities to build knowledge and skills relevant to the role.

Required qualifications, capabilities & skills

 

• 4 – 6 years’ experience in deal execution and transaction management, legal documentation, or related fields. Bachelor’s degree or higher.
• Fluent in English; Portuguese is an advantage.
• Knowledge of lending and trade finance products, and associated legal agreements (understanding of LMA style documentation is a plus).
• Excellent organizational skills, attention to detail, and ability to prioritize under pressure.
• Strong verbal, written, and interpersonal communication skills.
• Proactive, confident, and energetic approach; able to work independently and as part of a team.
• Ability to identify and escalate problems promptly, driving them to resolution.
• High standards of performance and adaptability to a rapidly changing environment.
• Strategic/tactical mindset to generate ideas around process improvement, with flexibility to adjust to new innovations, regulations, and priorities.
• Think strategically and tactically to generate ideas around process improvement, with the flexibility to adjust to new innovations, regulations, and priorities.
• Excellent working knowledge of Microsoft Office applications (Excel, Word, PowerPoint).
• Experience working in law firms, in-house legal teams, in legal support teams or in paralegal roles. Basic knowledge of lending and trade finance products and associated legal agreements (LMA-style documentation is a plus).
  
   

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.