SBL Analyst Underwriter - Securities Based Lending

As the Securities Based Lending (SBL) Analyst in Wealth Management Operations you will be designed to handle a high volume of lower risk credit transactions including Loans, Letters of Credit and Derivatives, all fully secured by high quality marketable securities with standard loan documentation. The Team is responsible for enhancing the client experience by facilitating swift credit approvals and expediting delivery of loan documentation. The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the underwriting process.

Job responsibilities:

• Partner with the SBL Lender through the lifecycle of the credit request and ongoing management of the portfolio
• Prepare the analysis of a client prior to underwriting, including (but not limited to) pulling client credit, generating a collateral analysis, and overall preparation for grading and pricing the loan
• Review lines of credit on an annual basis and building recommendations for renewal or modification as required
• Analyze client data across multiple systems and preliminary review of credit
• Review loan documentation for accuracy, and at times assist Lenders with preparation of loan documentation packages
• Review documentation for consistency with federal and local regulations

Required qualifications, capabilities, and skills:

• Have Strong analytical skills
• Working knowledge of the Financial Markets and their asset vehicles including, but not limited to, Mutual Funds, Equities, Fixed Income and Municipals
• Interest in structuring Credit Transactions
• Ability to interact effectively with internal stakeholders and external clients as required
• Ability to learn about financial derivatives, investments and wealth advisory capabilities
• Ability to complete projects with limited supervision
• Excellent communication and interpersonal skills (for LatAm roles proficiency in Spanish or Portuguese is required in addition to English)
• Bachelor's degree in finance or related field required

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans