Private Bank Ultra High Net Worth Lending Transactor – Alternatives Vice President

Morgan Stanley

Base: $110,000 - $190,000 py; bonus/equity: commis...
Ultra high net worth lending
Alternative asset lending
Bespoke lending solutions
The Lending Transactor will act as a product partner to Private Bankers and Private Wealth Financial Advisors to identify and efficiently deliver Ultra High Net Worth Lending solutions to Morgan Stanley’s clients

Job Summary

  • The Lending Transactor will act as a product partner to Private Bankers and Private Wealth Financial Advisors to identify and efficiently deliver Ultra High Net Worth Lending solutions to Morgan Stanley’s clients.
  • Responsibilities will include assessing potential lending solutions, performing due diligence, identifying key risks and mitigants, and drafting/negotiating term sheets.
  • Morgan Stanley offers a supportive environment with opportunities for professional growth, diverse teams, and attractive employee benefits.

Matching Summary

The Lending Transactor will act as a product partner to Private Bankers and Private Wealth Financial Advisors to identify and efficiently deliver Ultra High Net Worth Lending solutions to Morgan Stanley’s clients.

Salary

Base: $110,000 - $190,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Ultra High Net Worth Lending
  • Alternative asset lending
  • Bespoke lending solutions
  • Financial statement analysis
  • Risk assessment and mitigation

Nice-to-have

  • Client relationship building
  • Collaboration with sales partners
  • Mentoring junior colleagues
  • Creative problem solving
  • Adaptability to deadlines

Key Requirements

  • 5 years private bank lending experience
  • Bachelor's degree required
  • Comfortable reading financial statements
  • Strong communication skills
  • Exceptional interpersonal skills

Work Rights

Not specified

Tailored Resume

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