drjobs Securities Based Lending Analyst - Latin America

Securities Based Lending Analyst - Latin America

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1 Vacancy
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Job Location drjobs

Plano, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

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.
  • Bachelors degree in finance or related field required.



Required Experience:

IC

Employment Type

Full-Time

Company Industry

Department / Functional Area

Operations

About Company

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