AWM Margin & Collateral Analyst (Funds Finance) - Edinburgh
JPMorgan Chase and Co
12h ago

Job Description

The Credit Platform Services collateral monitoring analyst supports the Lending Solutions (LS), Securities Based Lending (SBL) and Credit Risk Teams in all collateral monitoring related and other ancillary activities, thus contributing to providing an exceptional service to our clients.

Main Responsibilities :

  • Consult with the key business partners on credit structure and collateral setup
  • Work towards becoming a credit operations Subject Matter Expert (SME) for Funds Finance business
  • Work closely with front office to streamline Funds Finance processes
  • Regular review of Funds Finance cash accounts to ensure balances are 100% reconciled
  • Work closely with agent banks and our internal stakeholders to ensure Funds Finance issues are resolved in a timely manner with a preventative mind-set
  • Understand the roles and responsibilities on Funds Finance deals to assist on deal closure for set target dates
  • Maintenance and monitoring of Collateral including Special Lending Values, Overrides
  • Identifying, investigating and reporting collateral shortfall situations to ensure prompt resolution working with the Lending Solutions and other front office teams
  • Issuance, setup and on-going monitoring of Standby Letter of Credits (SBLCs) and Guarantees
  • Monitoring and charging of various fees related to credit
  • Setup of Life Insurance collateral and approval of Life Insurance transactions in adherence to credit policies
  • Approval of loan drawdown, payments in adherence to credit policies
  • Control reports generation, analysis and follow-up
  • Identify efficiency and control opportunities and implement solutions using the most appropriate automation tools
  • Have a process re-engineering mind set to critically analyse and challenge the process to make it more efficient while ensuring all policy requirements are adhered to
  • Participate in the projects / initiatives, often within tight deadlines
  • Ancillary activities
  • Check the team mailbox for the allocated tasks and respond to queries promptly ensuring no items are over 24 hours
  • Update the capacity metrics timeously
  • Manage and prioritize the workflow for the day to day activities to ensure SLAs are met
  • Collaboration
  • Participate and contribute in team meetings. Follow up on actions allocated to you
  • Regularly partner with and provide support to colleagues in other locations. This includes Legal partners, Client Service Specialists, Onboarding, Business Management and Projects teams
  • Liaise with Lending Solutions, Securities Based Lending Team, Credit Executives and internal legal teams on documentation requirements and validation
  • Deepen relationships with other Credit Platform Services teams
  • Controls
  • Ensure daily control sheet is populated
  • Help set up and maintain robust procedures and processes
  • Understand, ensure adherence to JPMorgan policies and regulatory requirements
  • Understand credit control requirements to ensure that any control requirement is addressed and controls effected
  • Maintain a strong controls mind-set, able to challenge the status quo and identify process efficiencies
  • Complete all mandatory training timely
  • Ensure timely escalation of issues to team leader / senior management following the applicable escalation procedures
  • Adhere with Records retention policy
  • Essential qualifications :

  • University graduate with basic / intermediate experience in dealing with client credit documents
  • Experience within a financial institution is desirable
  • Previous experience in a credit team an advantage
  • Previous experience in building automated solutions an advantage
  • Excellent interpersonal skills with an ability to communicate at all levels
  • Strong organizational skills and strong attention to detail
  • Ability to work independently, self-motivated with ability to prioritize work and meet tight deadlines
  • Familiarity with credit and lending products (some legal knowledge is a plus)
  • General market knowledge
  • Knowledge of credit products in European countries is a plus
  • Strong Microsoft Office skills
  • Control and Risk mitigation mind-set
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