E*TRADE from Morgan Stanley · 1 month ago
UHNW Lending Portfolio Management - Liquid Products Vice President
New York, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$110K/yr - $190K/yr
5+ 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 Tailored Lending Group is seeking an Asset Manager for their Liquid Products Team, responsible for managing a portfolio of complex loans and collaborating with various teams to ensure the quality and risk management of the loan portfolio.
BankingFinanceFinancial Services
Responsibilities
Managing modifications, renewals, and annual reviews of existing credit facilities within a diverse portfolio of SBL and Life Insurance Loans:
Performing credit analyses covering financial statements and collateral and review of loan documents
Producing high quality credit memoranda clearly outlining transaction structure, results of the above credit analyses, and evaluation of strengths and risks of the transactions for Credit Risk Managers’ review and approval
Running point on loan modifications to existing credit facilities in partnership with Lending Transactors and Credit Professionals
Evaluating, monitoring, and reporting on credit risk factors including:
Continuously monitoring financial condition and performance of loan parties, covenant compliance, and collateral valuations and communicating results to business unit and management
Valuing collateral to advise on margin calls and working with the Business, Operations, FA teams and Clients to resolve
Tracking developments in the capital markets, macro-economic and geopolitical events to keep abreast of potential impact on the financial conditions of loan parties
Timely amending loan classifications/risk ratings and performing impairment analysis when necessary
Partnering with Lending Transactors and Credit Professionals in transition of loans to Asset Management
Working with all relevant parties including Clients, Financial Advisors, Private Bankers, Loan Operations, Compliance and Legal teams throughout the loans’ lifecycle
Ensuring portfolio data integrity within internal systems
Ensuring accurate and timely updates of loan portfolio metrics/reports
Assisting with the build out and continuous improvement of the asset management processes and procedures within Tailored Lending
Qualification
Required
Bachelor's degree required
Minimum 5-7 years of lending and credit experience in private bank, investment bank and/or commercial bank
Experience in accounting and finance
Detail oriented with exceptional analytical skills and ability to understand complex financial statements and loan structures
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
Preferred
FINRA Series 7 and Series 66 Licenses preferred but not required
Experience with troubled debt restructuring and non-accrual loans a plus
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
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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