Wealth Management, Securities Based Lending - Ultra High Net Worth / Tailored Lending – Associate (credit Risk)

Morgan Stanley

Base: $100,000 to $140,000 py; bonus/equity: commi...
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3-5 years lending and credit experience
Private bank or investment bank background
Securities based lending portfolio coverage
** Morgan Stanley is seeking an Associate for its Wealth Management team specializing in Securities Based Lending for Ultra High Net Worth clients. The role involves evaluating credit risk transactions, monitoring borrower conditions, and ensuring compliance with risk management standards. **

Job Summary

  • The role resides within Firm Risk Management's Credit Risk Management area, dedicated to evaluating credit risk transactions for Ultra High Net Worth individuals.
  • Primary responsibilities include evaluating new loan originations, renewals, and modifications while managing a diverse portfolio of complex and highly structured credit facilities.
  • Morgan Stanley offers an opportunity to work alongside top talent with comprehensive employee benefits and ample internal mobility opportunities.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking an Associate for its Wealth Management team specializing in Securities Based Lending for Ultra High Net Worth clients. The role involves evaluating credit risk transactions, monitoring borrower conditions, and ensuring compliance with risk management standards. **

Salary

Base: $100,000 to $140,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • 3-5 years lending and credit experience
  • Private bank or investment bank background
  • Securities based lending portfolio coverage
  • Unsecured loan origination review
  • Financial statement analysis skills

Nice-to-have

  • Ability to challenge business unit recommendations
  • Excellent oral and written communication skills
  • Interest in fast-paced environment
  • Collaborative team-oriented mindset
  • Knowledge of capital markets and geopolitics

Key Requirements

  • Bachelor's degree required
  • Minimum 3-5 years of lending experience
  • Experience in private bank or investment bank

Work Rights

Not specified

Tailored Resume

Cover Letter