Wealth Management, Securities Based Lending - Ultra High Net Worth / Tailored Lending – Associate (credit Risk)
Morstan
Base: $100,000 to $140,000 py; bonus/equity: incen...
Credit risk assessment
Loan origination and review
Financial statement analysis
The role supports Morgan Stanley's Firm Risk Management by evaluating credit risk transactions and managing credit risk limits to protect the firm from losses
Job Summary
The role supports Morgan Stanley's Firm Risk Management by evaluating credit risk transactions and managing credit risk limits to protect the firm from losses.
The position involves evaluating new loan originations, renewals, and modifications for Ultra High Net Worth individuals, producing credit memoranda, and presenting transactions to approval committees.
Morgan Stanley offers a collaborative and inclusive work environment with comprehensive benefits and opportunities for career growth across global offices.
Matching Summary
The role supports Morgan Stanley's Firm Risk Management by evaluating credit risk transactions and managing credit risk limits to protect the firm from losses.
Salary
Base: $100,000 to $140,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, commissions possible; Benefits: Comprehensive employee benefits and perks
Skills & Requirements
Must-have
Credit risk assessment
Loan origination and review
Financial statement analysis
Portfolio monitoring
Credit classification and risk rating
Stakeholder communication
Securities Based Lending expertise
Nice-to-have
Team collaboration
Presentation skills
Fast-paced environment adaptability
Analytical skills
Attention to detail
Key Requirements
Bachelor's degree
3-5 years lending and credit experience
Experience in private, investment or commercial banking