Securities Based Lending Associate

Job Description
Apply today to be part of an exciting team making impactful changes in Wealth Management Operations!
Job Summary:
As a Securities Based Lending Analyst in Wealth Management Operations, you will partner with SBL Analysts to manage credit requests and portfolios, ensuring swift credit approvals and accurate loan documentation.
Job Responsibilities:

• Partner with SBL Analysts through the lifecycle of credit requests and ongoing portfolio management.
• Prepare client analysis prior to underwriting, including credit checks and collateral analysis.
• Review lines of credit annually, recommending renewals or modifications as needed.
• Analyze client data across multiple systems for preliminary credit review.
• Review loan documentation for accuracy and assist Lenders with preparation.
• Ensure documentation consistency with federal and local regulations.

Required Qualifications, Capabilities, and Skills:

• Strong analytical skills.
• Working knowledge of Financial Markets and asset vehicles like Mutual Funds, Equities, Fixed Income, and Municipals.
• Interest in structuring Credit Transactions.
• Effective interaction 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 required, in addition to English.
• Bachelor's degree in finance or related field required.

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.