Description

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 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 stakeholders and clients
• Ability to learn about financial derivatives and investments
• Excellent communication and interpersonal skills
• Proficiency in Spanish or Portuguese and English
• Bachelor's degree in finance or related field

Preferred Qualifications, Capabilities, and Skills

• Experience in credit analysis or lending
• Familiarity with Latin American financial regulations
• Advanced proficiency in financial modeling
• Experience with wealth management operations
• Ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail
• Prior experience supporting high-volume credit transactions

About Us

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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

About the Team

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.