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Morgan Stanley · 2 months ago

MS Private Credit- Loan Execution- Associate/Senior Associate

New York, NY

Full-time

Onsite

Mid, Senior Level

$105K/yr - $140K/yr

3+ years exp

Morgan Stanley Investment Management is a global investment manager with a strong track record in private credit. The role focuses on deal execution within the Private Credit Platform, partnering with internal teams to ensure successful deal closing and contributing to the agency process.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Work with internal teams including Operations, Finance and Liability Management to ensure sufficient funding is available in advance for all deal execution activity

Assist Operations team in providing KYC to Administrative Agents in advance of deal closings

Provide allocations to agents and review funding notices to ensure that allocations and economics reconcile to MSPC’s internal records

Communicate relevant deal related information to downstream service providers such as fund administrators, trustees and shadow books and records provider

Review security master detail to ensure that all mandatory fields are populated and accurate in advance of trade bookings

Book trades within MSPC’s order management system and confirm the successful transmission downstream to relevant service providers

Ensure that fundings are released as early as possible after all internal and external approvals have been received

Assist in agency-related operational tasks for deals in which MSPC is selected as Administrative Agent

Work with MSPC sub-agent, Alter Domus, to collect borrower and lender KYC

Coordinate and obtain allocations for all lenders in the syndicate to be provided to sub-agent

Prepare, review and reconcile funds flow in coordination with MSPC Operations, Investment Team and relevant sponsor or deal counsel

Assist with all internal communication needed across Operations, Finance, Liability Management and Investment Team to ensure successful deal execution

Be a key point person to answer inbound deal execution related questions from external parties including sponsor, deal counsel, lenders and sub-agent

Constantly review and determine best practices and areas of improvement in deal execution process

Qualification

Private credit experienceDeal executionOperations experienceExcel proficiencyMulti-taskingPrioritizationProblem solvingCommunication skillsOrganizational skillsAttention to detail