Securities Based Lending Analyst

Join the Wealth Management division of JPMorgan Chase & Co., a global leader in asset and wealth management with over 160 years of experience and $2.4 trillion in assets under management. Our team delivers tailored solutions and exceptional client service to meet the complex needs of individuals and families worldwide. We are seeking talented professionals to support our market-leading operations function, focusing on managing regulatory risks and supporting our lending business.

As an Analyst within the Securities Based Lending Team (SBL) you will assist Lenders with the team’s operational responsibilities including, but not limited to, analysing, approving, and generating documentation for origination and amendment requests related to loans, lines of credit, and derivatives, all of which are fully collateralized by liquid marketable securities.   You will also assist with ongoing portfolio management including resolving credit portfolio exceptions.  The Analyst is an entry level role.  

Job Responsibilities:

• Analyze origination and amendment credit requests for adherence to policy, accurate borrower analysis, and a complete credit risk assessment within our target turn time of 2 business days.
• Partner with internal stakeholders, such as Bankers, Investors, Lending Advisors, Credit Executives, and Legal, to deliver the optimal product solution and structure.
• Generate, review, and deliver credit documents. 
• Maintain a consistently high level of awareness around any potential credit issues. Proactively resolve exceptions, including under-margin situations, past due principal/interest, transactional issues and documentation exceptions.

Required Qualifications, Capabilities, and Skills:

• Fluency (written and spoken) in English and Spanish.
• Bachelor’s Degree and/or relevant business experience in a similar role.
• Understanding or experience with credit risk and/or lending analysis, including lending value analysis, derivatives, credit regulations, and legal documentation.
• Strong communication and interpersonal skills.  
• Good organizational skills and ability to drive change.
• Ability to work well in an integrated team environment; dedicated team player.

Preferred Qualifications, Capabilities, and Skills:

• Understanding or experience with credit risk and/or lending analysis, including lending value analysis, derivatives, credit regulations, and legal documentation.
• Strong communication and interpersonal skills.  
• Good organizational skills and ability to drive change.
• Ability to work well in an integrated team environment; dedicated team player.