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

Morgan Stanley

New York, United States
Base: $100,000 - $140,000; bonus/equity: not speci...
On-site
Evaluate credit risk transactions
Manage credit risk limits
Monitor credit risk exposures
This multi-faceted role is responsible for coverage of Ultra High Net Worth / Tailored Lending with a primary focus on Unsecured (UNS) as well as other Less Liquid and Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals

Job Summary

  • This multi-faceted role is responsible for coverage of Ultra High Net Worth / Tailored Lending with a primary focus on Unsecured (UNS) as well as other Less Liquid and Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals.
  • The principal responsibilities include evaluating new loan originations, renewals, modifications and annual reviews, reviewing and challenging Business Unit recommendations, and utilizing credit authority to protect the interests of the firm.
  • Morgan Stanley offers a supportive and empowering environment with opportunities to work alongside the best and brightest, fueled by diverse backgrounds and experiences.

Matching Summary

This multi-faceted role is responsible for coverage of Ultra High Net Worth / Tailored Lending with a primary focus on Unsecured (UNS) as well as other Less Liquid and Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals.

Salary

Base: $100,000 - $140,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • evaluate credit risk transactions
  • manage credit risk limits
  • monitor credit risk exposures
  • evaluate new loan originations
  • manage diverse portfolio
  • monitor financial condition of obligors

Nice-to-have

  • strategic advisor
  • risk-adjusted returns
  • fast-paced environment
  • team-oriented environment

Key Requirements

  • Bachelor's degree required
  • Minimum 3-5 years of lending and credit experience
  • Significant accounting and finance knowledge
  • Ability to independently review and challenge business unit recommendations

Work Rights

Not specified

Tailored Resume

Cover Letter