JP Morgan Chase & Co.

CLO Primary Desk - Structuring - Associate

JP Morgan Chase & Co.$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in CLOs, leveraged finance, or structured credit
  • Strong quantitative skills with advanced Excel; Python/VBA considered an asset
  • Excellent attention to detail amid complex tasks
  • Organizational skills for managing multiple priorities under time constraints
  • Effective written and verbal communication for cross-functional collaboration
  • Intellectual curiosity and dedication to professional growth
  • Ability to work dynamically in a team-oriented environment
  • Familiarity with rating agency methodologies and CLO documentation

Responsibilities

  • Build and manage CLO cash flow models for various outputs
  • Familiarize with rating agency models and reconcile cash flows across platforms
  • Analyze loan portfolios for performance metrics and risks
  • Apply and support rating agency criteria and manage the ratings process
  • Coordinate documentation workflows with internal and external stakeholders
  • Ensure alignment between deal documents and modeling assumptions
  • Respond to investor analytics inquiries and summarize results for senior leaders
  • Prepare and update marketing materials and deal outputs as transactions evolve
  • Monitor warehouse and collateral status, flagging any early risks
  • Identify and support automation and process improvements within the team
  • Oversee junior workflows and review work for precision

Benefits

  • Collaborative and supportive team culture
  • Hands-on training from senior team members
  • Encouragement of diverse perspectives and knowledge sharing
  • Recognition of contributions from all team members
  • Opportunities for continuous learning and professional development
Full Job Description
JOB DESCRIPTION

The CLO Primary desk is seeking a self-motivated athlete to join the premier CLO arranging platform. As an Associate on the structuring team, you will work in an intellectually rigorous environment where you will receive hands-on training from senior team members in the analysis and modeling of CLOs. Our work is multifaceted and complex, requiring deep analytical skills, adaptability, and a drive to solve challenging problems.

The CLO team is dedicated to fostering a collaborative and supportive culture, recognizing that our success is built on teamwork and open communication. You will work closely with colleagues across credit, leveraged loan trading, sales, private credit financing and syndicate, operating as part of a dynamic banking function within a leading markets business. We value diverse perspectives and encourage knowledge sharing, ensuring every team member’s voice is heard and contributions are recognized.

 

Job Responsibilities

  • Build, maintain, and run CLO cash flow models; produce transaction analytics and outputs used for marketing, execution, and internal review
  • Develop in-depth familiarity with the rating agency models, Intex, and reconcile/tie out cash flows and outputs across platforms
  • Analyze loan portfolios and distill key metrics, risks, and performance drivers to support structuring decisions
  • Learn and apply rating agency criteria and methodology; support and help manage the ratings process and related deliverables
  • Support documentation workflows by reviewing, tracking, and coordinating comments with counsel and internal stakeholders; verify document updates are implemented accurately
  • Ensure consistency between deal documentation and modeling assumptions across rating agency and investor models
  • Respond to investor analytics requests; clearly summarize results for senior deal leads and incorporate feedback into deliverables
  • Prepare, quality control, and update investor marketing materials, pitch books, and deal outputs; ensure terms and materials are updated as transactions evolve
  • Support transaction execution timelines and deliverables (including price-to-close process) and coordinate across syndicate, legal, and middle office/operations through closing
  • Monitor warehouse / ramp status and collateral composition versus modeling assumptions; flag deviations and potential risks early
  • Identify tasks suitable for automation and support process improvements to enhance team efficiency and controls
  • Manage junior workflow on assigned workstreams and review analysts work product for accuracy and consistency

Required Qualifications, Capabilities, and Skills

  • Prior experience in CLOs, leveraged finance, structured credit, or a closely related credit markets role
  • Strong quantitative and analytical skills; advanced Excel required; Python/VBA a plus
  • Strong attention to detail and ability to manage complexity and ambiguity under tight deadlines
  • Strong organizational and project management skills; ability to manage multiple priorities in a high-pressure environment
  • Strong written and verbal communication skills; ability to collaborate effectively across functions
  • Intellectual curiosity and commitment to continuous learning and professional development
  • Ability to thrive in a dynamic, challenging, and collaborative team setting
  • Familiarity with rating agency methodologies and CLO documentation
  • SIE, Series 7, Series 63 and Series 79 licenses are required

 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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