Securities-Based Lending Analyst – Wealth Management

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

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.