Securities Based Lending Analyst - Latin America
JPMorganChase
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.
Job 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
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 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
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
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.
Drive impactful change in Wealth Management Operations by delivering swift credit solutions and enhancing client experiences.