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Wealth Management, USPB Securities Based Lending Analyst

Req #: 180036985
Location: Westerville, OH, US
Job Category: Credit
Job Description:

About JP Morgan Asset & Wealth Management
J.P. Morgan Asset & 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:
Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan’s Asset & Wealth Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. WM Operations provides end-to-end support for all aspects of the client experience, working closely with capital advisory, operations, risk and finance.


The Securities Based Lending (SBL) team is a center of excellence designed to handle a high volume of lower risk credit transactions including Advised Lines, Asset Account Lines of Credit (AALOCs), Term Loans, and Letters of Credit all fully secured by high quality marketable securities with standard loan documentation. SBL promises two day turnaround on credit approval and sending out loan documentation. The Analyst works with a Lender to deliver outstanding service to our clients.


Strong analytical skills, including financial analysis
• Interest in structuring credit transactions
• Ability to interact effectively with internal stakeholders
• Ability to learn about financial derivatives, investments and wealth advisory capabilities
• Excellent communication and interpersonal skills
• Ability to complete projects with limited supervision
• Bachelor's degree in finance or related field
• Minimum GPA of 3.2


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