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Morgan Stanley · 1 day ago

UHNW Lending Portfolio Management - Liquid Products Vice President

Purchase, NY

Full-time

Onsite

Mid, Senior Level

$110K/yr - $190K/yr

5+ 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. The Tailored Lending Group is seeking an Asset Manager for their Liquid Products Team to manage and maintain the quality of their loan portfolio while collaborating with various stakeholders on credit risk control and reporting.

Asset ManagementFinanceFinancial ServicesLending

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

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

Credit analysisPortfolio managementLoan modificationsFinancial statement analysisRisk assessmentAnalytical skillsMulti-taskingAttention to detailCommunication skillsCollaboration