Securities Based Lending Analyst - Latin America Job at JPMorgan Chase & Co., New York, NY

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  • JPMorgan Chase & Co.
  • New York, NY

Job Description

Job Description

Join our dynamic team and make a significant impact by facilitating swift credit approvals and enhancing client experiences. Apply today to be part of an exciting journey in the financial sector!

Job Summary:
As a Credit Transactions Analyst in the Latin America Securities Based Lending team, you will 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. You will enhance the client experience by facilitating swift credit approvals and expediting the delivery of loan documentation, focusing on creditworthiness and collateral evaluation.

Job Responsibilities:

  • Partner with the SBL Lender 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 and recommend renewals or modifications.
  • Analyze client data across systems and conduct preliminary credit reviews.
  • Review loan documentation for accuracy and assist in preparation as needed.
  • 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, and fixed income.
  • Interest in structuring credit transactions.
  • Effective interaction with internal stakeholders and external clients.
  • Ability to learn about financial derivatives 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.

Preferred Qualifications, Capabilities, and Skills:

  • Experience in credit underwriting or related financial services.
  • Familiarity with securities-based lending.
  • Advanced proficiency in financial analysis tools and software.
  • Strong problem-solving skills and attention to detail.

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.​

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