Asset Wealth Management - Securities Based Lending Analyst

JPMorganChase; Plano (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorganChase in Plano, TX is seeking an Asset Wealth Management – Securities Based Lending Analyst to support high-volume secured credit transactions across loans, letters of credit, and derivatives.

You will assist with client and collateral analyses, underwriting prep, and portfolio management, gaining exposure to credit lifecycle and regulatory considerations.

The role emphasizes collaboration with lenders and stakeholders, learning opportunities, and process improvements.

Qualifications

• Strong analytical skills and attention to detail.
• Knowledge of financial markets and asset classes (e.g., mutual funds, equities, fixed income).
• Ability to interact with internal stakeholders and external clients.
• Willingness to learn about derivatives, investments, and wealth advisory services.
• Proven ability to complete projects with limited supervision.
• Excellent communication and interpersonal skills.
• Bilingual in English with Spanish or Portuguese.

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.

Skills

Strong analytical skills

Financial markets knowledge

Stakeholder collaboration

Derivatives knowledge

Independent project work

Excellent communication

Spanish or Portuguese proficiency

Education

Bachelor's degree in finance or related field

Job description

Job Description

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

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
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

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.