JPMorgan Wealth Management Securities Based Lending Analyst

JPMorgan Chase & Co.•Columbus, OH

28d

About The Position

Join a dynamic team driving impactful credit solutions for clients. Make a difference by supporting asset-based lending and portfolio growth. As a Securities Based Lending Analyst within the Securities Based Lending Team at JPMorgan Chase, you will underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs. You will analyze client data across multiple systems for credit criteria and review/prepare loan documentation with high accuracy. JPMorganChase, 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 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.

Requirements

Bachelor’s degree or relevant credit experience
4 years of experience in underwriting, credit risk, or collateral valuation
Strong interpersonal skills with business partners
Excellent communication skills across organizational levels
Ability to review and improve processes
Strong understanding of controls for error-free operations
Intermediate Microsoft Office skills, especially Excel, Word, and SharePoint

Nice To Haves

Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)
Experience with underwriting, credit risk, and collateral valuation
Ability to develop into a lender role with credit authority
Experience supporting asset and wealth management clients
Familiarity with federal and local lending regulations
Proven track record of accuracy in documentation
Demonstrated ability to work in a dynamic, client-focused environment

Responsibilities

Prepare analysis for underwriting, including collateral evaluation and loan grading
Generate collateral analysis and support loan pricing
Review lines of credit annually and recommend renewals or modifications
Analyze client data across multiple systems for credit criteria
Review and prepare loan documentation with high accuracy
Ensure documentation complies with federal and local regulations
Recommend process improvements for efficiency and consistency
Collaborate with business partners across teams
Support error-free environment through strong controls
Strive to develop underwriting expertise and grow into a lender role
Assist with credit authority responsibilities as experience increase. Maintain high standards of accuracy and compliance