Make an impact in the world of Asset & Wealth Management. Apply today to join our dynamic team and help facilitate swift credit approvals and enhance client experiences.

Job Summary:

As an Analyst in the Securities Based Lending Team, you will be responsible for underwriting credit facilities secured by marketable securities. You will partner with internal stakeholders to manage the credit request lifecycle and ongoing portfolio management.

Job Responsibilities:

Partner with internal stakeholders through the lifecycle of credit requests and portfolio management. Prepare client analysis prior to underwriting, assessing collateral, and preparing for loan grading and pricing. Analyze client data across multiple systems and conduct preliminary credit reviews. Prepare and review loan documentation for accuracy and compliance with regulations.

Required Qualifications, Capabilities, and Skills:

Strong analytical skills. Working knowledge of financial markets and asset vehicles, including mutual funds, equities, fixed income, and municipal bonds. Interest in structuring credit transactions. Ability to interact effectively with internal stakeholders and external clients. Ability to complete projects with limited supervision. Bachelor's degree in finance or related field.

Preferred Qualifications, Capabilities, and Skills:

Experience in underwriting or credit analysis. Familiarity with loan documentation processes. Strong communication and interpersonal skills