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As an SBL Analyst within Wealth Management Operations, you will be supporting the JP Morgan Wealth Management business. Our goal is to help our clients optimize their wealth, after taxes and across generations. We provide end-to-end support for all aspects of the client experience, working closely with lending advisory, operations, risk, and finance. The Securities Based Lending (SBL) team is designed to handle a high volume of lower risk credit transactions including Advised Lines, Term Loans, and Letters of Credit all fully secured by high quality marketable securities with standard loan documentation. In this role, you will be responsible for reviewing and decisioning client applications for credit products secured by marketable securities, such as equities, mutual funds, and fixed income.
Job Responsibilities:
Required Qualifications, Capabilities, and Skills:
Preferred Qualifications, Capabilities, and Skills:
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