Lending Associate (Wealth Management)

TL;DR

Lending Associate (Wealth Management): Supporting the Private Bank Regional Lending Advisor platform by identifying, evaluating, and executing lending opportunities for high-net-worth clients with an accent on credit analysis and portfolio management. Focus on partnering with underwriting and coverage teams to deliver tailored borrowing solutions while maintaining strict credit and control discipline.

Location: Must be based in Los Angeles, CA, United States

Salary: $75,000 - $160,000

Company

A leading global financial institution providing comprehensive wealth management, investment, and banking solutions to a diverse range of clients.

What you will do

• Build and maintain internal relationships with advisors, underwriting, and control partners to support lending activity.
• Identify potential lending opportunities and prepare preliminary analysis, client materials, and transaction summaries.
• Participate in client meetings to articulate private bank capabilities and manage follow-up actions.
• Partner with the US Underwriting team on credit memo preparation, financial analysis, and diligence requests.
• Track pipeline, approvals, and closing deliverables to ensure timely execution of transactions.
• Monitor assigned portfolio items, identify risk indicators, and escalate potential issues to senior team members.

Requirements

• 3-6 years of experience in lending, credit analysis, commercial banking, or structured finance.
• Must be based in Los Angeles, CA.
• Working knowledge of UHNW lending, credit analysis, and client-service dynamics.
• Ability to analyze financial statements, collateral, and credit requests with high attention to detail.
• Must obtain Series 7, 63, and SIE licenses within 4 months of joining.
• Strong collaboration skills for working across coverage, risk, legal, and control functions.

Nice to have

• Exposure to Commercial Real Estate financing.
• Familiarity with securities-based lending, structured lending, or private equity asset classes.
• Completion of a formal credit training program or progress toward completion.

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Opportunity to develop deep lending expertise within a dynamic, high-paced business environment.
• Access to comprehensive financial planning and banking resources.
• Collaborative team culture focused on client success and professional growth.