Senior Associate SBL Lender - US Private Bank Securities Based Lending
About The Position
Join a dynamic team dedicated to delivering high-quality lending solutions for our clients. Make an impact by supporting responsible credit practices and driving excellence in client service. Job Summary As a Securities Based Lending Specialist in the Securities Based Lending team, you play a key role in supporting clients by structuring and managing credit solutions. You work closely with market partners to deliver high-quality lending services, ensuring transactions align with risk and credit standards. Your contributions help maintain the firm's reputation for excellence and support our commitment to responsible lending.
Requirements
- Bachelor's degree or equivalent prior experience
- Three years of private banking, asset management, or credit/lending experience
- Strong communication and interpersonal skills
- Good organizational skills and ability to work independently
- General understanding of financial markets and securities industry
- Ability to work well in an integrated team environment
- Demonstrated attention to detail and accuracy
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Ability to manage multiple priorities in a fast-paced setting
- Commitment to maintaining confidentiality and integrity
- Eligibility to work in the region/country of the role
Nice To Haves
- Experience with securities-based lending products
- Advanced analytical and problem-solving skills
- Familiarity with credit risk assessment tools
- Prior experience in a high-volume lending environment
- Knowledge of regulatory requirements for lending
- Ability to adapt to changing business needs
Responsibilities
- Analyze client investment portfolios and structure securities-based lending transactions
- Price, risk-grade, and document lines of credit, term loans, and standby letters of credit
- Review and approve new deals, amendments, and annual reviews within credit authority
- Provide guidance to market partners on client needs and credit solutions
- Ensure compliance with credit policies and risk management standards
- Collaborate with team members to deliver seamless client service
- Maintain accurate records and documentation for all transactions
- Monitor portfolio performance and identify potential risks
- Support ongoing process improvements and efficiency initiatives
- Communicate effectively with clients and internal stakeholders
- Participate in training and development opportunities to enhance skills
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
