Asset Wealth Management - Securities Lending Analyst

Position: Asset Wealth Management - Securities Based Lending Analyst
Help deliver fast, high-quality credit solutions backed by marketable securities while building a strong foundation in wealth management credit and operations. You’ll gain end-to-end exposure to the secured credit lifecycle, partnering closely with lenders and other stakeholders. You’ll develop skills in credit due diligence, collateral analysis, documentation review, and ongoing portfolio management.

This role offers meaningful learning, mobility, and the chance to improve how work gets done through smarter processes. Job description.docx

As an Asset Wealth Management – Securities Based Lending Analyst within the Securities Based Lending team in Wealth Management Operations, you support a high volume of lower-risk, fully secured credit transactions across loans, letters of credit, and derivatives. You help prepare client and collateral analyses ahead of underwriting and contribute to grading and pricing readiness. You also support ongoing portfolio management through annual reviews and renewal/modification recommendations.

You work across multiple systems to analyze client data and complete preliminary credit reviews. Job description.docx

Job responsibilities Partner with lenders with the Securities Based Lenders “SBL” through the lifecycle of credit requests and ongoing portfolio management

Prepare client analyses prior to underwriting, including obtaining client credit information

Produce collateral analyses to support underwriting preparation

Support preparation inputs for loan grading and pricing

Perform annual reviews of lines of credit and draft recommendations for renewal or modification

Analyze client data across multiple systems and complete preliminary credit reviews

Review loan documentation for accuracy and completeness

Support preparation of loan documentation packages as needed

Review documentation for alignment with applicable federal and local regulatory requirements

Required qualifications, capabilities, and skills Strong analytical skills

Working knowledge of financial markets and asset vehicles (e.g., mutual funds, equities, fixed income, municipals)
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

Bachelor’s degree in finance or a related field

Proficiency in Spanish or Portuguese in addition to English Preferred qualifications, capabilities, and skills Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to improve operational efficiency, reduce manual effort, or improve accuracy
    JPMorgan

Chase, 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…