Asset Management - Client Service - Institutional Contract Specialist - Associate at JPMorgan Chase & Co. | New York, New York, United States | Rezi

Asset Management - Client Service - Institutional Contract Specialist - Associate at JPMorgan Chase & Co.

Asset Management - Client Service - Institutional Contract Specialist - Associate

JPMorgan Chase & Co. · New York, New York, United States

4 days ago

Asset Management - Client Service - Institutional Contract Specialist - Associate

JPMorgan Chase & Co. · New York, New York, United States

5 days ago
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About the Role

This role involves managing a portfolio of institutional contracting matters, from intake through execution, supporting negotiations, and contributing to process improvements to enhance efficiency and client experience.

Responsibilities

  • Manage a portfolio of institutional contracting matters, including new agreements, renewals, amendments, RFP-related contract support, and ad hoc requests—from intake through execution.
  • Draft and prepare agreement packages using approved templates, ensuring completeness and adherence to standards.
  • Support negotiations with institutional clients and counsel on commercial and operational terms, while coordinating exceptions for stakeholder review.
  • Review and summarize client redlines and comments; identify key issues, themes, and risks; recommend positions and proposed language based on precedent, business objectives, and stakeholder input.
  • Engage internal stakeholders with concise, well-framed requests that outline trade-offs, implications, and recommended next steps to enable timely decisions.
  • Maintain accurate, audit-ready records, approvals, and version control in contract/workflow systems; manage pipeline priorities, deadlines, and reporting on progress and cycle times.
  • Contribute to process improvements (templates, playbooks, checklists, workflows) to enhance efficiency and client experience.

Requirements

  • Bachelor’s degree (or equivalent experience) with 2-5 years of relevant experience in contracts, legal/contract support, client onboarding, or institutional client service operations (financial services preferred).
  • Ability to interpret and negotiate contract terms, manage redlines, and drive matters to execution in partnership with control and business stakeholders.
  • Strong analytical writing and executive-level summarization skills, including the ability to communicate recommendations and rationale clearly.
  • Sound judgement and risk awareness: able to identify non-standard terms, assess materiality, and escalate appropriately while proposing pragmatic alternatives.
  • Strong attention to detail, organization, and prioritization skills in a high-volume, deadline-driven environment.
  • Professional communication and collaboration skills across client-facing and internal stakeholder groups.

Skills

  • Contract management
  • Legal/contract support
  • Client onboarding
  • Institutional client service operations
  • Financial services
  • Contract negotiation
  • Redline management
  • Analytical writing
  • Executive-level summarization
  • Risk assessment
  • Attention to detail
  • Organization
  • Prioritization
  • Communication
  • Collaboration
  • Contract Lifecycle Management /workflow tools

Experience Level

  • 2-5 years

Education Level

  • Bachelor’s degree (or equivalent experience)

Benefits

  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching

About the Company

  • 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 services and asset management.
  • 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.

Equal Opportunity

  • 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.
  • JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans