JPMorgan Wealth Management Securities Based Lending Analyst

Join a dynamic team driving impactful credit solutions for clients. Make a difference by supporting asset-based lending and portfolio growth.


As a Securities Based Lending Analyst within the Securities Based Lending Team at JPMorgan Chase, you will underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs. You will analyze client data across multiple systems for credit criteria and review/prepare loan documentation with high accuracy.

Job Responsibilities

• Prepare analysis for underwriting, including collateral evaluation and loan grading.
• Generate collateral analysis and support loan pricing.
• Review lines of credit annually and recommend renewals or modifications.
• Analyze client data across multiple systems for credit criteria.
• Review and prepare loan documentation with high accuracy.
• Ensure documentation complies with federal and local regulations.
• Recommend process improvements for efficiency and consistency.
• Collaborate with business partners across teams.
• Support error-free environment through strong controls.

Required Qualifications, Capabilities, and Skills

• Bachelor's degree or relevant credit experience.
• 4 years of experience in underwriting, credit risk, or collateral valuation.
• Strong interpersonal skills with business partners.
• Excellent communication skills across organizational levels.
• Ability to review and improve processes.
• Strong understanding of controls for error-free operations.
• Intermediate Microsoft Office skills, especially Excel, Word, and SharePoint.
• Familiarity with federal and local lending regulations.
• Proven track record of accuracy in documentation.

Preferred Qualifications, Capabilities, and Skills

• Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals).
• Experience with underwriting, credit risk, and collateral valuation.
• Ability to develop into a lender role with credit authority, with experience supporting asset and wealth management clients.

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