PWM-Legal-Dallas-Analyst

Asset & Wealth Management (AWM) / Private Bank Legal Associate/Analyst – Lending Paralegal

The AWM Private Bank Legal Associate/Analyst role offers an opportunity for motivated candidates interested in lending, finance, legal documentation, and process innovation. The position partners closely with attorneys supporting a broad range of Private Bank lending products, including securities-based lending, mortgages, unsecured lending, commercial lending, and other specialized financing transactions.

Qualifications

• Strong analytical, organizational, and project management skills, with the ability to manage multiple priorities and deadlines
• Excellent written and verbal communication skills and ability to collaborate across Legal, Credit, Business, Operations, Compliance, and Risk
• Self-starter with strong attention to detail and sound judgment
• Adaptable and effective in a fast-paced environment
• Strong drafting, document management, and organizational capabilities
• Interest in lending products, financial services, and legal frameworks
• Interest in leveraging technology, automation, and AI to improve legal processes and efficiency
• Ability to identify workflow improvements and drive operational excellence
• High degree of professionalism and integrity
• Prior paralegal, legal operations, lending, banking, or financial services experience preferred; JD not required

Responsibilities

• Draft, review, and manage loan documents, amendments, consent letters, guaranties, collateral documents, and related lending documentation
• Support transaction execution and closings, including document collection and deliverable tracking
• Track legal projects, transaction pipelines, and key milestones
• Maintain legal templates, playbooks, forms, and guidance materials
• Partner with attorneys and business stakeholders to support lending transactions and day-to-day business activities
• Assist with legal, regulatory, and policy matters affecting Private Bank lending products
• Drive document standardization, process improvement, and operational efficiency initiatives
• Identify opportunities to leverage technology, automation, and AI to improve legal workflows and scalability
• Coordinate with Legal, Credit, Operations, Compliance, Risk, and Technology stakeholders on lending-related matters
• Support management reporting and strategic initiatives as needed

This role provides broad exposure to private bank lending products and legal matters, offering the opportunity to build expertise in lending and credit while contributing to the modernization and scalability of legal service delivery.

• Locations Dallas, TX, United States

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the‑art on‑site health centers in certain offices.

To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).

We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Read more about the full suite of class‑leading benefits our firm has to offer.