Be part of a high-performing team that helps deliver timely, well-structured credit solutions backed by high-quality marketable securities. You will help improve the client experience by supporting swift credit decisions and accurate, compliant documentation.
Job Summary
As a Securities Based Lending Analyst in Securities Based Lending Operations, you support the lifecycle of secured credit requests by preparing client and collateral analysis, partnering with lenders, and helping ensure documentation is accurate and compliant.
Job responsibilities
- Partner with lenders through the lifecycle of credit requests and ongoing portfolio management
- Prepare client analysis prior to underwriting, including pulling credit, generating collateral analysis, and preparing inputs for grading and pricing
- Review lines of credit annually and develop recommendations for renewal or modification, as needed
- Analyze client data across multiple systems and perform an initial review of credit information
- Review loan documentation for accuracy and, at times, assist with preparation of documentation packages
- Review documentation for consistency with applicable federal and local regulations
Required qualifications, capabilities, and skills
- Strong analytical skills
- Working knowledge of financial markets and asset classes (for example, mutual funds, equities, fixed income, and municipal securities)
- Interest in structuring secured credit transactions
- Ability to interact effectively with internal stakeholders and external clients, as needed
- Ability to learn about derivatives, investments, and wealth advisory capabilities
- Ability to complete projects with limited supervision\\Excellent communication and interpersonal skills
- Proficiency in Spanish or Portuguese, in addition to English
- Bachelor's degree in finance or a related field
ABOUT USJPMorganChase, 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 processing and asset management.
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
ABOUT THE TEAMJ.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.
