UHNW Lending Advisory Analyst — Wealth Management

Next Frontier Capital; Worcester (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan in the United States seeks a Lending Advisory Analyst in Wealth Management to support UHNW clients across Asia.

You will contribute to deal analytics, coordinate credit processes, and help deliver customized credit solutions while learning across investments, lending, banking, and trust services. As part of the Advisor Training Program you’ll gain mentorship from senior leaders and work with Lending Advisors to bring in new clients and serve existing ones, ensuring risk and

Qualifications

• Bachelor’s degree required.
• Strong analytical and problem-solving skills with financial data.
• Excellent organization with ability to manage multiple requests.
• Discretion handling confidential client information.
• Strong written and verbal communication; ability to work with senior stakeholders.
• Advanced Excel and PowerPoint skills; comfort with data and visuals.

Responsibilities

• Prepare client-ready and management-ready materials (term summaries, deal comparisons, pipeline updates, presentations).
• Perform scenario/sensitivity analysis to support deal structuring and decision-making.
• Support execution of new loans, renewals, amendments, and periodic credit reviews by coordinating inputs, tracking approvals, and driving follow-ups.
• Manage requests and documentation for credit packages (e.g., credit documents, client financial information/PFS).
• Assist Lending Advisors with pre-meeting preparation and post-meeting actions.
• Track and support management of covenants, exceptions, conditions, and deliverables through loan lifecycles.
• Support collateral monitoring and margin/eligibility communications to internal stakeholders.
• Partner with internal stakeholders to identify, escalate, and resolve issues while adhering to risk policies.

Skills

Analytical thinking

Organization & prioritization

Attention to detail

Discretion with confidential info

Communication skills

Excel & PowerPoint

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Job description

J.P. Morgan in the United States seeks a Lending Advisory Analyst in Wealth Management to support UHNW clients across Asia.

You will contribute to deal analytics, coordinate credit processes, and help deliver customized credit solutions while learning across investments, lending, banking, and trust services. As part of the Advisor Training Program you’ll gain mentorship from senior leaders and work with Lending Advisors to bring in new clients and serve existing ones, ensuring risk and