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Wealth Management (CWM), Securities Based Lending, Analyst

Req #: 170098166
Location: Newark, DE, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)

About JP Morgan Wealth Management
J.P. Morgan Asset and Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


Our Business

The Chase Wealth Management (CWM) Advisors have their own securities based lending product with over $5 billion in extended credit.  It is part of the Securities Based Lending Team (SBL) Credit Middle Office.  The primary focus is on supporting the client need for lines of credit based on the quality and diversification of their asset portfolio.  The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the underwriting process. 


Job Description

The SBL Analyst’s primary objective is to prepare a deal for underwriting and to package all components in a manner to create efficiency and consistency for the Lender.  Core responsibilities include:

  • Preparing the analysis of a client prior to underwriting, including but not limited to pulling client credit, generating a collateral analysis and overall preparation for grading and pricing the loan.
  • Reviewing lines of credit on an annual basis and building recommendations for renewal or modification as required. 
  • Analyzation of client data across multiple systems and preliminary review of credit.
  • Reviewing loan documentation for accuracy, and at times assisting Lenders with preparation of loan documentation packages.
  • Reviewing documentation for consistency with federal and local regulations.
      • Strong interpersonal skill, especially with business partners.
      • Excellent communication skills with various levels in the organization.
      • Ability to review processes and recommend process improvements.
      • Strong understanding of controls and their importance to an error free environment. 
      • Intermediate Microsoft Office skills; particularly Excel, Word and SharePoint.
      • Adobe Acrobat / PDF editor skill set preferred.
      • Ideal candidate will possess a working knowledge of the financial markets and their asset vehicles including but not limited to Mutual Funds, Equities, Fixed Income and Municipals.
      • Ideal candidate will have experience with Underwriting, Credit Risk and/or Collateral Valuation.
      • Bachelor degree required.  A concentration in Finance, Economics or a related field preferred.
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