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CIB Documentation Management Operations Document Review Specialist - Brooklyn

Job Description

J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


CIB Documentation Management Operations - Investor Services Client Service Documentation Specialist
Investor Services Client Documentation is a  global organization supporting the Legal and RM/Sales organizations in the end-to-end management of the documentation life cycle. In addition to Legal and Relationship Management/Sales, the team will partner with internal areas including Product, Credit, Client Service, Implementation, and Operations to facilitate a timely, well controlled process from contract creation through to the receipt of executed documentation.

We are looking for individuals who have an enthusiasm and passion for driving change, a desire to improve the client experience, and a commitment to service excellence.
This new team will work with multiple internal partners and clients, across Investor Services.  The core responsibilities include creating document packages, reviewing existing documentation on file, tracking documents throughout the life cycle, ensuring adherence to internal SLAs and client due dates, , ensuring required levels of quality control have been met prior to end state storage in the document repository, and ensuring adherence to global policies and standards. The team will provide subject matter and process expertise in client documentation.    
Key Responsibilities
  • Manage the creation and facilitation of client documentation workflow from the point of client request through documentation creation, collection, negotiation and execution, including tracking and escalations as applicable.
  • Responsible for reviewing client requests, determining required documentation and searching in house for existing documentation and interpreting documentation requirements from information provided by Legal and Sales/Relationship Managers.
  • Responsible for compiling Client Documentation packages in partnership with legal and Sales/Relationship Managers.
  • Review and understand document details to identify standard vs. non standard terms, product specific language and or regulatory disclosure for appropriate metadata archival in the documentation storage repository.
  • Act a facilitator and educator of the Client documentation process for internal and external business partners through the documentation lifecycle.
  • Partner with Internal business partners, such as Legal, Product, Sales, Relationship Managers and Client Service.
  • Manage issues and ensure appropriate onward escalation and timely resolution.
  • Provide recommendations and suggestions to address problems, process efficiencies etc.
  • Accurately archiving Investor Service legal documentation to ensure future retrieval requests can be performed according to data points as necessary

  • Undergraduate degree with minimum 3-5 years experience within the Financial Services Industry.  
  • Bachelors Degree or equivalent required
  • Paralegal Certificate preferred
  • Knowledge of Investor Services products and corporate documentation including a broad understanding of legal and corporate documentation, terminology and legal concepts and procedures.
  • Analytical mind, able to review and analyze information from multiple sources and determine relevancy to specific issues and route to appropriate business partners.
  • Proven ability to independently identify issues, analyze problems and provide viable solutions.
  • Excellent verbal, written interpersonal and organizational skills.
  • Ability to work under pressure, handle deadlines and manage multiple tasks.
  • Ability to follow up on assignments in a timely manner, exercise good judgment and work accurately under pressure.
  • Ability to work independently and in a team environment.
  • Proven risk awareness and ability to escalate potential risk.
  • Interest in learning new skills in a non-static, constantly changing environment.
  • Demonstrated self-motivation, initiative and strong customer focus
Req #: 160039699
Location: Brooklyn, NY US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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