Lending Advisor Associate

JPMorgan Chase & Co., City of Westminster

Lending Advisor Associate

Salary Not Specified

JPMorgan Chase & Co., City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 7 Nov | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 2145a4f8cd134a68b7a66ec9092d643c

Full Job Description

  • Supports senior Lending Advisors offering the full range of credit solutions from mortgages through to art, hedge fund lending and funds finance
  • Works across a complex private client base including private equity and hedge fund individuals, entrepreneurs and private equity firms
  • Assists on the structure and negotiation of funds finance loans to private equity firms
  • Manages credit lifecycle: the candidate will own the full credit lifecycle, from obtaining financial disclosure, working with underwriters, managing the credit approval process, preparing documentation, right through to loan execution and drawdown, and post-closing checks
  • Attends meetings and partnering with Advisors on pre- and post-meeting actions
  • Conduct loan pricing and return on equity analysis for Advisors
  • Prepares presentations and management information analysis
  • Oversees collateral monitoring and management and communicating margins to clients and internal stakeholders limits
  • As a Lending Advisor Associate you will support Advisors to oversee private client and private equity institutional relationships by providing thoughtful solutions based on each client's objectives. You will become comfortable in understanding the role of credit in optimising clients' balance sheets, understand J.P. Morgan's suite of credit solutions and how they can best be utilised to achieve client goals, and will learn to act as the client's trusted adviser on a range of matters. You will act as a liaison between Advisors and support functions to assist on execution of various processes, including credit analysis and modelling, risk management, credit reviews, covenant monitoring, liaising with external counsel and drafting execution documents. Through collaborative work across Client Advisor teams and various solution specialists, you will be in an environment to learn and demonstrate understanding in banking, investments, wealth planning concepts whilst adhering to all risk and control policies, regulatory guidelines and security measures.

    This is an exciting opportunity for you to join a dynamic, diverse team within the UK market of J.P. Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level., You must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organisational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. It would suit you if you are looking for an entry level position or has some experience in financial markets. But beyond that, what we're most interested in are the things that make you: the personal qualities, outside interests and achievements beyond academia that demonstrate the kind of person you are and the difference you could bring to the team.,
  • Proactive self-starter, able to work both independently and as a team-player
  • Excellent communication skills - both verbal and written
  • Excellent attention to detail, time management and organization skills
  • Comfortable working under pressure and meeting a range of competing deadlines
  • Good interpersonal skills and team-player
  • Exceptional follow-up and follow-through skills
  • Strong proficiency in Excel and PowerPoint

    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., J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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