Job Description
Join our dynamic team in Wealth Management Operations and make impactful changes in credit transactions!
Job Summary:
As a Latin America Securities Based Lending Analyst in Wealth Management Operations, you will handle a high volume of lower risk credit transactions, including Loans, Letters of Credit, and Derivatives, all secured by high-quality marketable securities.
Job Responsibilities:
- Partner with SBL Lenders through the lifecycle of credit requests and ongoing portfolio management.
- Prepare client analysis prior to underwriting, including credit checks and collateral analysis.
- Review lines of credit annually, recommending renewals or modifications as needed.
- Analyze client data across multiple systems for preliminary credit review.
- Review loan documentation for accuracy and assist Lenders with preparation.
- Ensure documentation consistency with federal and local regulations.
Required Qualifications, Capabilities, and Skills:
- Strong analytical skills.
- Working knowledge of Financial Markets and asset vehicles like Mutual Funds, Equities, Fixed Income, and Municipals.
- Interest in structuring Credit Transactions.
- Effective interaction with internal stakeholders and external clients.
- Ability to learn about financial derivatives, investments, and wealth advisory capabilities.
- Ability to complete projects with limited supervision.
- Excellent communication and interpersonal skills.
- Proficiency in Spanish or Portuguese required, in addition to English.
- Bachelor's degree in finance or related field required.