Credit Platform Services Analyst (Credit Reporting and Covenant Monitoring)

Job Description
Join the Geneva Credit Platform Services team, a vital part of Private Banking Operations, where you will collaborate with multiple stakeholders to ensure covenant compliance and deliver actionable insights. This role offers a unique opportunity to enhance your skills, drive process improvements, and contribute to a team that values innovation and excellence. Your expertise will be instrumental in maintaining first-class client service and supporting Senior Management with compelling data insights.
As a Credit Platform Services Analyst within the Geneva Credit Platform Services team, you will play a pivotal role in setting up and monitoring covenants and client-specific conditions. You will work closely with Lending Solutions, Underwriting, and Credit Risk Executives to ensure compliance with internal credit procedures and policies. Your contributions will be essential in producing regular, ad-hoc, and regulatory reporting tasks, all while maintaining first-class client service. We value innovation and collaboration, and you will be part of a team that thrives on delivering practical data insights and driving process improvements.
Job Responsibilities:

• Review Credit Facility Agreements to identify covenants.
• Set up and monitor covenant compliance and client-specific conditions.
• Escalate covenant breaches to relevant parties.
• Create customized offline credit monitoring for non-standard deals.
• Ensure controls and procedures are solid and properly followed.
• Produce regular, ad-hoc, and regulatory reporting from a credit perspective.
• Deliver practical data insights in a compelling manner for Senior Management.
• Act as a subject matter expert in analytics and reporting within Credit.
• Drive process improvement and automation.
• Keep all procedures current and up to date.
• Build and maintain partnerships with peers and stakeholders.

Required Qualifications, Capabilities, and Skills:

• Up to 3 years of relevant experience.
• Full working proficiency in English.
• General understanding of the private banking business and credit products.
• Aptitude and interest in working with data, digesting large amounts of information, and using it to develop innovative solutions.
• Advanced skills in Excel and Alteryx, Python, Tableau, Qlik.
• Proactive, responsive team player who can thrive in a dynamic and changing environment.
• Strong commitment, sense of integrity, and exceptional drive.
• Ability to prioritize, take initiative, and meet tight deadlines.
• Strong attention to detail and problem-solving skills.
• Excellent interpersonal skills with the ability to communicate efficiently, including in a virtual team environment.
• Good judgment and discretion when working with highly confidential information.

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 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.