JP Morgan Wealth Management Securities Based Lending Underwriter

Make an impact in the world of Asset & Wealth Management.

Apply today to join our dynamic team and help facilitate swift credit approvals and enhance client experiences.

Job Summary:

As an Analyst in the Securities Based Lending Team, you will be responsible for underwriting credit facilities secured by marketable securities.

You will partner with internal stakeholders to manage the credit request lifecycle and ongoing portfolio management.

Job Responsibilities:


* Partner with internal stakeholders through the lifecycle of credit requests and portfolio management.


* Prepare client analysis prior to underwriting, assessing collateral, and preparing for loan grading and pricing.


* Analyze client data across multiple systems and conduct preliminary credit reviews.


* Prepare and review loan documentation for accuracy and compliance with regulations.

Required Qualifications, Capabilities, and Skills:


* Strong analytical skills.


* Working knowledge of financial markets and asset vehicles, including mutual funds, equities, fixed income, and municipal bonds.


* Interest in structuring credit transactions.


* Ability to interact effectively with internal stakeholders and external clients.


* Ability to complete projects with limited supervision.


* Bachelor's degree in finance or related field.

Preferred Qualifications, Capabilities, and Skills:


* Experience in underwriting or credit analysis.


* Familiarity with loan documentation processes.


* Strong communication and interpersonal skills

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.

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...