Structured Investments Documentation Specialist

Location: New York, NY, United States

Job Family: Transaction Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. The Structured Investments Documentation Specialist role within our Corporate & Investment Bank division plays a critical part in supporting our structured products business. In this position, you will handle high-volume legal documentation for complex structured investments, such as collateralized debt obligations (CDOs), asset-backed securities (ABS), and equity derivatives, in a dynamic, fast-paced environment. Based in our New York office, you will ensure that all transactions are documented accurately and compliantly, contributing to the seamless execution of multimillion-dollar deals that drive our clients' success in the global markets. Your primary focus will be on reviewing, negotiating, and finalizing legal agreements under stringent deadlines, collaborating closely with trading desks, legal counsel, and compliance teams. You will leverage your expertise in standard financial protocols like ISDA and GMRA to mitigate risks and facilitate efficient transaction management. This role demands a keen eye for detail to spot potential issues in contract terms, collateral provisions, and regulatory adherence, while adapting to the evolving landscape of financial regulations such as Dodd-Frank and EMIR. As part of JP Morgan Chase's commitment to excellence, you will also contribute to process enhancements that streamline documentation workflows, ultimately supporting our reputation as a trusted partner in investment banking. Joining JP Morgan Chase means becoming part of a collaborative culture that values professional growth and work-life balance. We offer robust training opportunities to deepen your expertise in structured finance, along with exposure to cutting-edge technologies in transaction management. If you thrive in a high-stakes environment and are passionate about the intricacies of financial documentation, this role provides an ideal platform to advance your career while helping shape the future of structured investments at one of the world's premier financial institutions.

Key Responsibilities

• Review, draft, and negotiate legal documentation for structured investment products, including ISDA Master Agreements and confirmations
• Support high-volume transaction management in a fast-paced investment banking environment, ensuring compliance with internal and regulatory standards
• Collaborate with legal, compliance, trading, and sales teams to mitigate risks in structured products documentation
• Manage documentation workflows using electronic platforms and ensure timely execution of agreements
• Identify and resolve discrepancies in legal terms, conditions, and collateral requirements for structured deals
• Assist in the onboarding of new clients and counterparties for structured investments
• Monitor regulatory changes impacting structured products and update documentation processes accordingly
• Provide guidance on documentation best practices to junior team members
• Conduct quality assurance reviews on executed documents to prevent errors
• Contribute to process improvements in transaction management for efficiency gains

Required Qualifications

• Bachelor's degree in Finance, Law, Business Administration, or a related field
• Minimum of 3-5 years of experience in legal documentation for structured products or derivatives in investment banking
• Strong knowledge of ISDA, GMRA, and other standard financial agreements
• Proficiency in reviewing and negotiating complex legal documents under tight deadlines
• Familiarity with regulatory requirements such as Dodd-Frank, EMIR, and MiFID II
• Excellent attention to detail and ability to manage high-volume workflows
• Authorization to work in the United States without sponsorship

Preferred Qualifications

• Advanced degree (JD or MBA) with a focus on financial law or securities
• Experience working at a major investment bank like JP Morgan Chase
• Certification in financial documentation (e.g., CFA or paralegal certification)
• Prior exposure to structured investment products such as CDOs, ABS, or equity-linked notes
• Bilingual skills in English and another financial hub language (e.g., Spanish or Mandarin)

Required Skills

• Expertise in financial derivatives and structured products
• Proficiency in legal drafting and negotiation
• Knowledge of regulatory frameworks in finance
• Attention to detail and accuracy
• Time management in high-pressure environments
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication
• Collaboration and teamwork skills
• Familiarity with document management systems (e.g., DocuSign, MarkitWire)
• Understanding of risk management in investments
• Adaptability to fast-paced changes
• Proficiency in Microsoft Office Suite and financial software
• Research skills for regulatory updates
• Interpersonal skills for cross-functional interactions
• Organizational skills for high-volume tasks

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Flexible work arrangements, including hybrid options in New York

JP Morgan Chase is an equal opportunity employer.