Leveraged Finance - Documentation Specialist - Vice President

Job Posted 7 Days Ago Posted 7 Days Ago
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New York, NY
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Documentation Specialist Vice President will work with deal teams across various finance sectors, negotiate legal documentation, and stay informed about underwriting trends. Responsibilities include providing guidance on terms for transactions, maintaining key terms data sets, and developing relationships with senior credit members and legal teams.
Summary Generated by Built In

Job Description
We are seeking an experienced legal documentation specialist to join our industry leading team. Please note that this role is eligible for an annual discretionary incentive compensation award in addition to the posted salary range.
As a Documentation Specialist in the Center of Expertise, a group dedicated to documentation interpretation on the Capital Markets desk, you will aid the Leveraged Finance and Credit deal teams in negotiating legal documentation for best efforts and committed financings, stay abreast of latest market movement in terms and liaise across internal teams to ensure consistency in approach. You will work directly with deal teams across Leveraged Finance and Credit to assist with financing grids, commitment papers and long form documentation for bank debt, direct lending, broadly syndicated loans and high yield bonds.
Job Responsibilities:

  • Work collaboratively within a small team of documentation specialists to provide guidance on terms for underwritten and best efforts transactions
  • Inform and maintain data set of key terms for both underwritten and best efforts deals (across the broadly syndicated and direct lending universe)
  • Develop relationships with senior members of Leveraged Finance and Credit
  • Stay abreast of underwriting trends and movement in market terms
  • Provide granular understanding of Credit Agreements and Indentures


Required qualifications, capabilities and skills:

  • Experience negotiating loans (bank debt / direct lending / broadly syndicated loans) or high yield bonds in the context of both best efforts and underwritten transactions
  • Mid-level Associate with 5+ years of experience at a top tier law firm's debt financing practice
  • Juris Doctorate required
  • Ability to run multiple processes while maintaining keen attention to detail
  • Proactive and collaborative self-starter
  • Superb organization and communication skills
  • Strong work ethic and availability when needed
  • Basic comfort with Microsoft suite of applications


Preferred qualifications, capabilities and skills:

  • Prior experience working with J.P. Morgan and having an understanding of its forms, precedents and procedures would be helpful


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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Investment banking is about more than offering industry-leading advice and financial expertise. Teams serve clients by building long-term, trusted partnerships that put their needs first. The world's largest corporations, institutions and governments rely on the in-depth industry knowledge and market insights provided, knowing their goals are our top priority.

What the Team is Saying

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Executive Director, Software Engineering
“My favorite thing about JPMorgan Chase is the vast number of problems we solve, and the diversity it takes to do that. Moving money, enabling payments and producing a world class customer experience are just a fraction of what we work on. Because the office is so casual and open, I get to participate in discussions on all of this. “
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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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