Securities Based Lending Analyst - Latin America
About The Position
Make your mark by joining a team that’s transforming Wealth Management Operations and delivering innovative credit solutions. As a Securities Based Lending Analyst, you’ll play a key role in supporting the Latin America SBL team, handling a variety of secured credit transactions and ensuring a seamless client experience. This is your opportunity to develop valuable analytical skills, collaborate with talented professionals, and gain exposure to a dynamic, fast-paced environment. At JPMorgan Chase, you’ll find room to grow your career and make a real impact. Take the next step and help us shape the future of client lending. As a Securities Based Lending Analyst in the Latin America SBL team, you handle a high volume of risk credit transactions, including loans, letters of credit, and derivatives, all fully secured by high quality marketable securities with standard loan documentation. You help facilitate swift credit approvals and expedite loan documentation, focusing on credit worthiness and collateral evaluation.
Requirements
- Strong analytical skills
- Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)
- Interest in structuring credit transactions
- Ability to interact effectively with internal stakeholders and external clients
- Ability to learn about financial 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 related field
Responsibilities
- Partner with SBL 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 for loan grading and pricing
- 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 Lenders with documentation packages
- Ensure documentation consistency with federal and local regulations
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
