Securities Based Lending Analyst
Join a dynamic team driving impactful change in wealth management credit solutions. Make a difference by supporting clients and streamlining credit approvals.
Job Summary As a Securities Based Lending Analyst in the Latin America Securities Based Lending team, you handle high-volume credit transactions secured by marketable securities. You enhance the client experience by facilitating swift credit approvals and expediting loan documentation, focusing on credit worthiness and collateral evaluation.
Job Responsibilities
- Partner with lenders throughout the credit request lifecycle and portfolio management
- Prepare client analysis prior to underwriting, including credit and collateral review
- Review lines of credit annually and build recommendations for renewal or modification
- Analyze client data across multiple systems and conduct preliminary credit reviews
- Review loan documentation for accuracy and assist with documentation packages
- Ensure documentation complies with federal and local regulations
- Support swift credit approvals and delivery of loan documentation
- Evaluate collateral holdings as part of the underwriting process
- Collaborate with internal stakeholders and external clients
- Learn about financial derivatives, investments, and wealth advisory capabilities
- Complete projects with limited supervision
Required Qualifications, Capabilities, and Skills
Strong analytical skillsWorking knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)Interest in structuring credit transactionsAbility to interact effectively with stakeholders and clientsAbility to learn about financial derivatives and investmentsExcellent communication and interpersonal skillsProficiency in Spanish or Portuguese and EnglishBachelor's degree in finance or related fieldPreferred Qualifications, Capabilities, and Skills
Experience in credit analysis or lendingFamiliarity with Latin American financial regulationsAdvanced proficiency in financial modelingExperience with wealth management operationsAbility to manage multiple priorities in a fast-paced environmentStrong attention to detailPrior experience supporting high-volume credit transactionsJPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability / Veterans