Securities Based Lending Analyst - Latin America

Join a dynamic team driving impactful change in Wealth Management Operations.

Make a difference by enhancing client experiences and supporting credit solutions.

Job Summary
As a Securities Based Lending Analyst in the Latin America Securities Based Lending team, you will partner with lenders to manage credit requests and portfolios, ensuring efficient and accurate processing of secured loans and related transactions.

Job Responsibilities


* Partner with lenders throughout the lifecycle of credit requests and portfolio management


* Prepare client analysis prior to underwriting, including credit and collateral review


* Generate collateral analysis and support grading and pricing of loans


* Review lines of credit annually and recommend renewals or modifications


* Analyze client data across multiple systems for preliminary credit review


* Review loan documentation for accuracy and assist with preparation as needed


* Ensure documentation complies with federal and local regulations


* Collaborate with internal stakeholders and external clients


* Support delivery of loan documentation to clients


* Contribute to process improvements within the team


* Maintain high standards of client service and operational excellence

Required Qualifications, Capabilities, and Skills


* Bachelor's degree in finance or related field


* Proficiency in Spanish or Portuguese and English


* Strong analytical skills


* Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)


* Interest in structuring credit transactions


* Ability to interact effectively with stakeholders and clients


* Ability to learn about financial derivatives, investments, and wealth advisory


* Ability to complete projects with limited supervision


* Excellent communication and interpersonal skills

Preferred Qualifications, Capabilities, and Skills


* Experience in credit analysis or lending operations


* Familiarity with Latin America financial regulations


* Advanced Excel or data analysis skills


* Prior experience in Wealth Management Operations


* Knowledge of loan documentation processes


* Experience supporting high-volume transaction environments


* Demonstrated commitment to client service excellence

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 com...