Posted on 2022-05-31

Wealth Management - Securities Based Lending Analyst - Hong Kong

JPMorgan Chase Bank, N.A.


Position Responsibilities:
  • Assist SBL Lenders in underwriting all facilities secured by our client's investment portfolios, including new requests and annual reviews whilst ensuring these reviews are completed in a timely fashion and in compliance to prevailing credit, firmwirde policies as well as regulatory and jurisdictional requirements
  • Analyze collateral pool and grade appropriately per credit policy, including ability to compare each transaction to credit policy in order to flag any credit exceptions or non-standard terms for review
  • Prepare client credit documentation including but not limited to Credit Facility Agreements, Pledge Security Agreements, authority forms, registration documents etc
  • Assist Lender in pipeline management and other credit initiatives
  • Assist Lender/ Credit Risk Management in monitoring of ongoing risk such as collateral shortfalls, document exceptions, past due reviews etc
  • Assist in project work such as portfolio reviews, SBL training sessions, Business / Credit systems enhancements / UAT and exposure reporting
  • Ensure follow up on all relevant open items and transactional issues, e.g. documentation, covenants, collateral shortfalls etc.
  • Other ad-hoc duties
Qualification:
  • Degree in finance or related field
  • Minimum 1 year of Private Banking credit risk or lending experience
  • Knowledge and/or experience of underwriting, lending value analysis, KYC and cross border issues
  • Good understanding of PB credit products, financial markets and securities industry
  • Sound business judgment and risk sensitivity
  • High level analytical skills - able to use qualitative and quantitative tools to analyze complex financial situations
  • Strong communication (written/verbal) and interpersonal skills
  • High level of attention to details in order to ensure all work adheres to credit policy
  • Teamwork ethic and focus; ability to work under pressure and meet deadlines
  • Good organizational skills and ability to work with minimal supervision
  • Track record in working with teams from various markets/countries
  • Proficiency in Excel, Word and PowerPoint
  • Fluency in English. Mandarin or Cantonese language skills would be a strong plus
  • Knowledge and experience of systems such as Bloomberg is advantageous

Interested parties please click Apply Now to apply job.

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More job information
Salary
Job Function
Location
  • Kwun Tong
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 1 year - 6 years
Career Level
  • Non-management level
Education
  • Degree