Operations - Documentation Specialist - Analyst

Reposted 15 Days Ago
Be an Early Applicant
Hong Kong
Hybrid
Internship
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Documentation Specialist Analyst, you manage the lifecycle of client documentation, ensuring compliance and accuracy by collaborating with various teams and resolving issues timely.
Summary Generated by Built In
Job Description
Ready to make your mark in documentation management? Join a team where your expertise shapes client experiences and drives innovation. You'll collaborate with diverse professionals, develop your skills, and explore opportunities for career growth. We value your ideas and empower you to make a difference. Be part of a culture that supports learning, teamwork, and continuous improvement.
As an Analyst within the Digital Document Services team, you play a key role in managing the end-to-end lifecycle of client documentation for our Commercial and Investment Bank businesses. You work closely with business, legal, and trading teams to ensure documentation is accurate, timely, and compliant. Your attention to detail and proactive approach help us deliver exceptional service and maintain strong controls. You'll be part of a supportive team that values collaboration, transparency, and innovation. Together, we drive process enhancements and support our business partners in meeting regulatory requirements.
Job responsibilities
  • Work closely with regional Business, Legal, and Trading department sand other stakeholders to drive and manage the documentation process of Medium-Term Motes (MTN) (mainly, MTN program updates and drawdowns) and derivatives transactions
  • Review MTN program update documents, such as Program Agreements, Due Diligence Questionnaires, identify issues and co-ordinate with the relevant stakeholders for prompt resolution on the issues within the set timeframe
  • Obtain approvals, waivers. or sign-off from relevant stakeholders on any concessions to standard policy or approach during the documentation process as needed.
  • Draft post-trade documents (mainly, Pricing Supplement) for MTN drawdowns, liaise with stakeholders and drive the documentation process to the completion
  • Perform documentation management functions including document execution, capture, maintenance, and control with DDS strategic tools, ensuring correct translation of legal documentation into the systems for data capture.
  • Become a point of contact for Business or Legal (and other stakeholders) to facilitate the master agreement onboarding process (mainly International Swaps and Derivatives Association (ISDA), Credit Support Annex (CSA), Global Master Repurchase Agreement (GMRA), Global Master Securities Lending Agreement (GMSLA), and/or MTN program documentation) - from the inception to execution and system set-up
  • Track full populations of document negotiations throughout the process and hold regular meetings with stakeholders for governance and transparency
  • Resolve document/system queries with partners in Business, Legal, Risk, Operations, and/or Technology under an efficient operating framework
  • Explore the opportunities of automation and process enhancement by partnering with Legal, Business, Operations and Technology

Required qualifications, capabilities, and skills
  • Bachelor's Degree
  • Open to fresh graduates
  • Strong verbal and written communication skills in English
  • Ability to manage multiple tasks and meet deadlines
  • Proven ability to work independently and proactively
  • Excellent organizational and teamwork skills
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Keep abreast of regulatory reforms and innovation of tools/process/automation.

Preferred qualifications, capabilities, and skills
  • Law Degree will be a plus
  • Prior experience in debt capital markets related roles with a financial institution or law firm will be an advantage
  • Experience with medium-term note program documents and drawdown mechanics will be preferred
  • Experience managing client documents and negotiations with understanding of Asia-Pacific regional issues
  • Experience with derivatives documentation, including International Swaps and Derivatives Association agreements

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'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.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
289,097 Employees
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.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
New York, NY
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Similar Jobs

Hybrid
Kwun Tong, HKG
289097 Employees
Hybrid
Central and Western, HKG
289097 Employees
Hybrid
Central and Western, HKG
289097 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account