JPMorgan Wealth Management Securities Based Lending Analyst

Join a dynamic team driving impactful credit solutions for clients. Make a difference by supporting asset-based lending and portfolio growth.

As a Securities Based Lending Analyst within the Securities Based Lending Team at JPMorgan Chase, you will underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs. You will analyze client data across multiple systems for credit criteria and review/prepare loan documentation with high accuracy.

Job Responsibilities

• Prepare analysis for underwriting, including collateral evaluation and loan grading.
• Generate collateral analysis and support loan pricing.
• Review lines of credit annually and recommend renewals or modifications.
• Analyze client data across multiple systems for credit criteria.
• Review and prepare loan documentation with high accuracy.
• Ensure documentation complies with federal and local regulations.
• Recommend process improvements for efficiency and consistency.
• Collaborate with business partners across teams.
• Support error-free environment through strong controls.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree or relevant credit experience.
• 4 years of experience in underwriting, credit risk, or collateral valuation.
• Strong interpersonal skills with business partners.
• Excellent communication skills across organizational levels.
• Ability to review and improve processes.
• Strong understanding of controls for error-free operations.
• Intermediate Microsoft Office skills, especially Excel, Word, and Share Point.
• Familiarity with federal and local lending regulations.
• Proven track record of accuracy in documentation.

Preferred Qualifications, Capabilities, and Skills

• Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals).
• Experience with underwriting, credit risk, and collateral valuation.
• Ability to develop into a lender role with credit authority, with experience supporting asset and wealth management clients.