Description

Are you ready to make a meaningful impact in the world of private banking? This role offers a unique opportunity to enhance your skills, drive process improvements, and contribute to a team that values innovation and excellence.

As a Credit Platform Services Analyst within Private Banking Operations, you will support Private Banking Operations through excellence, innovation, and collaboration. Our teams - Deal Specialist, Collateral Monitoring, and Credit Reporting & Covenant Monitoring - work together to deliver seamless credit services, uphold the highest standards of compliance, and drive process improvements.

Job responsibilities:

• Draft and validate credit documentation in partnership with Legal, Lending Solutions, and Credit Risk Executives
• Monitor collateral values, credit exposure, and ensure compliance with authorized limits
• Set up and monitor credit covenants and client-specific conditions, escalating breaches as needed
• Process loan drawdowns, asset transfers, and approve payments in line with Credit Policy
• Produce regular, ad-hoc, and regulatory reporting, delivering actionable insights to Senior Management
• Drive process improvement, automation, and participate in strategic projects
• Maintain up-to-date procedures and build strong partnerships across teams

Required qualifications, capabilities, and skills:

• Up to 3 years of relevant experience in private banking, credit products, or related fields
• Full working proficiency in English
• Proactive, responsive team players with excellent interpersonal and communication skills
• Individuals with strong commitment, integrity, and the ability to meet tight deadlines
• Organizational and problem-solving skills with attention to detail
• Proficiency in Microsoft Office (especially Excel); experience with Alteryx, Tableau, Python, Qlik, and/or VBA
• Aptitude for working with data, digesting information, and developing innovative solutions
• Passion for process efficiency, control, and continuous improvement

Preferrable qualifications, capabilities, and skills:

• Fluent Spanish is a plus

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.