Job Information
Robert Half Business Analyst Intermediate in Washington, District Of Columbia
Description
As an Analyst within the Securities Based Lending (SBL) Team within Asset & Wealth Management, you will be responsible for underwriting credit facilities secured by marketable securities.
The Securities Based Lending (SBL) team within Asset & Wealth Management 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.
Job Responsibilities
Partner with the internal stakeholders through the lifecycle of the credit request and ongoing management of the portfolio
Prepare the analysis of a client prior to underwriting, assessing collateral, and overall preparation for grading and pricing the loan
Analyze client data across multiple systems and preliminary review of credit
Prepare and Review loan documentation for accuracy and compliance with federal and local regulations
Requirements
Required Qualifications, Capabilities, and Skills
Strong analytical skills
Working knowledge of the Financial Markets and their asset vehicles including, but not limited to Mutual Funds, Equities, Fixed Income and Municipal Bonds
Interest in structuring Credit Transactions
Ability to interact effectively with internal stakeholders and external clients
Ability to complete projects with limited supervision
Bachelor's degree in finance or related field
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