Job Description

Job Description

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

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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