Risk-Credit Risk-Wealth Management-Dallas | Salt Lake City-Analyst

Key Responsibilities

• Review private client securities-based lending and derivatives transactions, assess fit with risk appetite, and support approval of counterparty risk ratings by developing an independent view of financial information, collateral terms, and key documentation protections.
• Support global credit team with regular reporting and ensuring compliance with internal and external key performance indicators.
• Portfolio monitoring of active positions, surveilling industry and counterparty specific risks followed by recommending appropriate action.
• Support senior leaders in responding to internal and external stakeholders regarding processes and policies, and participate in various projects associated with those asks or to improve and uplift existing practices.
• Develop relationships with key industry participants inside and outside the division.

Basic Skills & Qualifications

• Bachelor’s degree required; coursework or demonstrated interest in finance, accounting, economics, risk management, or a related analytical field preferred
• Strong written and verbal communication skills, with the ability to present analysis clearly, concisely, and accurately
• High attention to detail and ability to manage multiple priorities in a fast-paced environment
• Interest in developing credit risk expertise across private banking products, including securities-based lending, derivatives, structured lending and other private client exposures

Preferred Skills & Qualifications

• Demonstrated intellectual curiosity and desire to build technical expertise in credit risk, private wealth lending products, and counterparty risk assessment
• Strong work ethic, ownership mindset, and willingness to learn through transaction work, portfolio monitoring, and feedback from senior team members
• Ability to identify key issues, ask thoughtful questions, and escalate risks or uncertainties appropriately
• Collaborative approach, with the ability to work effectively across Risk, business teams, Legal, Operations, and other internal stakeholders
• Clear, concise communication style and ability to tailor messaging to the audience
• Comfort working with financial data, credit materials, and Excel-based analysis; familiarity with financial statement analysis or lending concepts is a plus
• Process orientation and interest in contributing to portfolio surveillance, policy adherence, governance routines, and broader team initiatives