Location: New York, NY, United States

Be part of a high-performing team that helps deliver timely, well-structured credit solutions backed by high-quality marketable securities. You will help improve the client experience by supporting swift credit decisions and accurate, compliant documentation.

Job Summary

As a Securities Based Lending Analyst in Securities Based Lending Operations, you support the lifecycle of secured credit requests by preparing client and collateral analysis, partnering with lenders, and helping ensure documentation is accurate and compliant.

Job responsibilities

• Partner with lenders through the lifecycle of credit requests and ongoing portfolio management
• Prepare client analysis prior to underwriting, including pulling credit, generating collateral analysis, and preparing inputs for grading and pricing
• Review lines of credit annually and develop recommendations for renewal or modification, as needed
• Analyze client data across multiple systems and perform an initial review of credit information
• Review loan documentation for accuracy and, at times, assist with preparation of documentation packages
• Review documentation for consistency with applicable federal and local regulations
   

Required qualifications, capabilities, and skills

• Strong analytical skills
• Working knowledge of financial markets and asset classes (for example, mutual funds, equities, fixed income, and municipal securities)
• Interest in structuring secured credit transactions
• Ability to interact effectively with internal stakeholders and external clients, as needed
• Ability to learn about derivatives, investments, and wealth advisory capabilities
• Ability to complete projects with limited supervision\\Excellent communication and interpersonal skills
• Proficiency in Spanish or Portuguese, in addition to English
• Bachelors degree in finance or a related field

Support secured lending by analyzing clients and collateral to enable fast approvals and accurate documentation.