DescriptionJoin 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