E*TRADE from Morgan Stanley · 4 months ago
Private Share Lending Underwriting and Portfolio Management, VP
New York, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$110K/yr - $190K/yr
7+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Private Share Lending VP will manage a portfolio of Private Share Loans, ensuring quality and compliance while collaborating with various teams to enhance the lending process.
BankingFinanceFinancial Services
Responsibilities
Preparing high quality credit memoranda clearly outlining transaction structure, private company credit analysis, and identification of strengths and risks of the issuers whose stock the Private Share Loans rely on for repayment
Managing the loan application, underwriting, approval, documentation and booking process for the individual Private Share Loans offered within a PSL Program
Managing modifications, extension, and annual reviews of existing credit facilities
Requesting ongoing credit facility reporting requirements
Performing periodic financial covenant and collateral valuation testing
Facilitating repayment or increased collateralization in instances where collateral valuations have declined
Timely updates to loan classifications and risk ratings and performing impairment analysis when necessary
Working with all relevant parties including Financial Advisors, Private Bankers, Loan Operations, Compliance, Credit Risk and Legal teams
Ensuring portfolio data integrity within internal credit systems
Ensuring accurate and timely updates of loan portfolio metrics/reports
Collaborating with IT/Digital team on technology implementations, enhancements and upgrades
Ensuring written processes and procedures align with business practices, platform capabilities and regulatory requirements
Managing RCSA, management action plans and other risk and audit processes
Developing training material to provide product awareness and understanding among Financial Advisors and Private Bankers
Seeking feedback on challenges faced by our sales partners and recommend product enhancements
Using data to analyze business trends, create reports, presentations, and other materials for management
Assisting with various projects and reporting as required by management including detailed presentations outlining the team’s performance, strategy, and initiatives
Working closely with operations teams to identify process improvement opportunities
Qualification
Required
Bachelor's degree required
Minimum 7+ years of lending and credit experience in private banking, investment banking and/or commercial banking
Detail oriented with exceptional analytical skills and ability to read and interpret corporate and personal financial statements
High level of focus on work quality and attention to detail
Excellent oral and written communication skills and ability to interact with individuals on all levels
Ability to meet deadlines and multi-task in a fast-paced environment
Ability to collaborate effectively with related parties across the firm
Experience with Microsoft Excel and PowerPoint
Significant accounting and finance knowledge
Preferred
Experience with troubled debt restructuring and non-accrual loans a plus
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
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