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Morgan Stanley · 2 weeks ago

Private Share Lending Underwriting and Portfolio Management, VP

New York, NY

Full-time

Onsite

Mid, Senior Level

$110K/yr - $190K/yr

7+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. They are seeking a VP for the Private Share Lending Group, responsible for managing a portfolio of Private Share Loans, collaborating on new loan originations, and ensuring portfolio data integrity. The role requires experience in lending and credit, with a focus on maintaining the quality of the loan portfolio and working closely with various teams.

Asset ManagementFinanceFinancial ServicesLending

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

LendingCredit experienceAnalytical skillsAccountingFinance knowledgeTroubled debt restructuringMicrosoft ExcelMicrosoft PowerPointMulti-tasking abilityOral communication skillsWritten communication skillsAttention to detailCollaboration skills