skillindiajobs
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

AWM - Wealth Management - Credit Middle Office - Operations Analyst

2.00 to 3.00 Years   Bangalore   17 Dec, 2021
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaOperations Management / Process Analysis,General / Other Software
EmploymentTypeFull-time

Job Description

The Securities Based Lending (SBL) team in Wealth Management Operations is a center of excellence designed to handle a high volume of lower risk credit transactions including Loans, Letters of Credit and Derivatives, all fully secured by high quality marketable securities with standard loan documentation. The Team is responsible for enhancing the client experience by facilitating swift credit approvals and expediting delivery of loan documentation. The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the underwriting process.Responsibilities

  • Partner with the SBL Lender through the lifecycle of the credit request and ongoing management of the portfolio
  • Prepare the analysis of a client prior to underwriting, including (but not limited to) pulling client credit, generating a collateral analysis, and overall preparation for grading and pricing the loan
  • Review lines of credit on an annual basis and building recommendations for renewal or modification as required
  • Analyze client data across multiple systems and preliminary review of credit
  • Review loan documentation for accuracy, and at times assist Lenders with preparation of loan documentation packages
  • Review documentation for consistency with federal and local regulations
Qualifications
  • Strong analytical skills
  • Working knowledge of the Financial Markets and their asset vehicles including, but not limited to, Mutual Funds, Equities, Fixed Income and Municipals
  • Interest in structuring Credit Transactions
  • Ability to interact effectively with internal stakeholders and external clients as required
  • Ability to learn about financial derivatives, investments and wealth advisory capabilities
  • Ability to complete projects with limited supervision
  • Excellent communication and interpersonal skills (for LatAm roles proficiency in Spanish or Portuguese is required in addition to English)
  • Bachelors degree in finance or related field required
  • Minimum GPA of 3.2
,

Keyskills :
lines of creditslaenglish languagereportingaccountsmisexternal clientsmutual fundscustomer relationscenter of excellenceletters of creditfixed income

AWM - Wealth Management - Credit Middle Office - Operations Analyst Related Jobs

© 2020 Skillindia All Rights Reserved