Securities-Based Lending Analyst — Credit & Portfolio Impact

JPMorgan Chase & Co.; Plano (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Plano seeks an Asset Wealth Management Analyst specializing in Securities Based Lending.

You will support a high volume of secured credit transactions across loans, letters of credit, and derivatives, contributing to underwriting readiness and ongoing portfolio management. The role emphasizes client and collateral analyses, accurate documentation, and collaboration with lenders and internal stakeholders.

Qualifications

• Strong analytical skills.
• Knowledge of financial markets and asset vehicles (mutual funds, equities, fixed income, municipals).
• Ability to interact effectively with internal stakeholders and external clients.
• 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.

Responsibilities

• Partner with lenders through the lifecycle of credit requests and portfolio management.
• Prepare client analyses prior to underwriting, including obtaining client credit information.
• Produce collateral analyses to support underwriting preparation.
• Support inputs for loan grading and pricing.
• Perform annual reviews of lines of credit and draft renewal/modification recommendations.
• Analyze client data across systems and complete preliminary credit reviews.
• Review loan documentation for accuracy and completeness.
• Support preparation of loan documentation packages and ensure regulatory alignment.

Skills

Analytical skills

Markets knowledge

Stakeholder communication

Derivatives awareness

Communication skills

Spanish/Portuguese

Education

Bachelor's degree in finance or related field

Job description

JPMorgan Chase & Co. in Plano seeks an Asset Wealth Management Analyst specializing in Securities Based Lending.

You will support a high volume of secured credit transactions across loans, letters of credit, and derivatives, contributing to underwriting readiness and ongoing portfolio management. The role emphasizes client and collateral analyses, accurate documentation, and collaboration with lenders and internal stakeholders.