Job Description

Job Description

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

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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