Global Banking Client and Deal Support -… at JPMorganChase · India

This is a middle office transaction management function within Global Banking, dedicated to support lending & trade finance products

Credit Product Delivery (CPD) is a middle office transaction management function within Global Banking, dedicated to supporting lending and trade finance products. The team’s mission is to deliver superior client experience through timely, client-focused service, while maintaining 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 ensure seamless execution and consistent delivery across J.P. Morgan’s Commercial & Investment Bank.

You will support the full lifecycle of lending and trade finance transactions, from documentation drafting and negotiation to deal closure, ensuring smooth and efficient deal execution while partnering with various functional teams. You will work closely with experienced team members and stakeholders, gaining exposure to a wide range of products and processes while developing your professional skills. The role requires a proactive, client-centric mindset, strong organizational and communication skills, and the ability to drive process improvements in a dynamic, global setting.

Responsibilities:

• Drive end-to-end execution of lending and trade finance transactions, ensuring transparency, accountability, and timely resolution.
• Oversee the negotiation, drafting, review, and execution of legal documentation, including facility agreements, credit support, security documents, corporate authorizations, and ancillary finance documents.
• Manage the deal closing process, including sourcing and reviewing client constitutional documents and performing conditions precedent checks.
• Liaise directly with clients and their legal counsel, external law firms, 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.
• Coordinate and lead deal teams as needed, facilitating smooth execution and transaction completion, under the guidance of senior team members.
• Provide support to bankers and stakeholders, ensuring clear communication and effective problem resolution.
• Support wider CPD 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 :

• 1 – 3 years prior experience in deal execution and transaction management, legal documentation, or related fields
• Ability to work shift hours, as needed, to support APAC or EMEA time zones.
• 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.
• Think strategically and tactically to generate ideas around process improvement, with the flexibility to adjust to new innovations, regulations, and priorities.
• Good working knowledge of Microsoft Office applications (Excel, Word, PowerPoint).

Preferred qualifications, capabilities & skills :

• Bachelor’s degree or higher.
• Internship or work experience working in law firms, in-house legal teams, in legal support teams or in paralegal roles.
• Proficiency in European languages is an advantage.
• Basic knowledge of lending and trade finance products, and associated legal agreements (understanding of LMA style documentation is a plus).

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.

About the Company

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.