Asset Management - Client Service - Institutional Contract Specialist - Associate
Customer Service
Jersey City, NJ, USA · New York, USA
Key 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 (e.g., investment management agreements, schedules/exhibits, disclosures, fee exhibits), 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.
Required Skills and Qualifications
- 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.
Preferred Qualifications
- Experience supporting institutional asset management clients (e.g., pensions, endowments, sovereigns, insurers) and related documentation.
- Familiarity with investment management agreement structures and common negotiation topics (e.g., fees, liability/indemnity, reporting, privacy/confidentiality, termination).
- Experience using Contract Lifecycle Management /workflow tools and working within a controlled, audit-conscious environment.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
The Contract Specialist Team sits within JPMorgan Asset Management’s Client Service organization. The Contract Specialist (Associate) supports the Institutional North America business, partnering with Client Service, Legal, Risk, Compliance, Tax, and Operations to deliver accurate, timely client agreements within a well-controlled process. The Associate drafts agreement language, synthesizes client feedback, develops a point of view on proposed terms, and prepares clear, decision-ready recommendations for stakeholders. The individual will also contribute to projects that strengthen the contracting operating model, enhance controls and consistency, and drive improvements across the agreement lifecycle.