Asset Management - Contract Specialist - Associate

Job Description
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
As an Associate in Client Services team, you will act as a central point of contact for Client Services/Sales Support Teams globally regarding client facing legal agreements contracting with us
Job Responsibilities

• Draft JPMAM IMAs, Participation Agreements, Investment Terms, Platform Agreements, NDAs, and related client onboarding documentation within the Institutional and Intermediary business under the Asset Management LOB.
• Review client onboarding documentation, including investment guidelines, fee schedules, service level agreements, and investment policy statements.
• Collaborate closely with key internal stakeholders (e.g., Legal, Investment Specialists, Operations, Compliance) to gather input on various provisions and resolve complex legal and operational issues.
• Partner with Client Account Management and Client Onboarding Management teams to address contract and onboarding documentation queries.
• Identify non-standard terms in agreements and consolidate potential issues and roadblocks in negotiations that may pose investment, operational, or legal risks to the firm.
• Obtain a robust understanding of business practices associated with JPMAM's multiple asset classes and product groups, internal views on agreement terms, and risks associated with deviations from standard template terms.
• Perform detailed analysis of contractual requirements and interpret commercial, legal, and regulatory obligations under general supervision.
• Draft internal memos and effectively communicate general advice on complex contractual matters to senior management.
• Act with a client service mindset and partner with client businesses to assist clients through the onboarding-contracting process.

Required qualifications, capabilities and skills

• A legal background with graduation in law and considerable experience drafting and negotiating buy-side transaction agreements with asset management or financial services organizations.
• At least 5 years drafting and reviewing client onboarding contractual agreements or related buy-side documentation
• Excellent communication and presentation skills (both oral and written) and an ability to clearly articulate complex issues to cross-functional teams and levels within an organization
• Ability to work effectively in a fast-paced environment and to remain composed and organized under time-sensitive deadlines
• Team player, collaborative and is able to build consensus amongst a broad range of stakeholders
• Ability to develop strong internal/external relationships and an in-depth understanding of client needs
• Detail-oriented with strong organization skills
• Proactive, confident and self-motivated with strong judgement and decision making skills
• Demonstrated proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)

About Us
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.
About the Team
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.