E*TRADE from Morgan Stanley · 16 hours ago
Private Bank Senior Lending Transactor, Alternatives - Executive Director
New York, New York, United States of America
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $250K/yr
8+ years expMorgan 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 Senior Lending Transactor to help grow their Ultra High Net Worth Lending business, focusing on alternative asset lending and bespoke lending solutions for clients with a net worth in excess of $50 million.
BankingFinanceFinancial Services
Responsibilities
Assess potential lending solutions, which will include (i) evaluating a client’s overall financial profile; (ii) analyzing proposed collateral; and (iii) determining if the opportunity aligns with one of the approved Ultra High Net Worth Lending Programs
Perform the appropriate level of due diligence, including evaluating appropriate financial and non-financial information to properly assess a lending opportunity
Identify key risks and mitigants related to a lending opportunity and propose effective deal structures to effectively mitigate these risks
Draft and negotiate term sheets for clients in coordination with Private Bankers and Private Wealth Financial Advisors
Prepare and assist with the preparation of credit memoranda clearly outlining the proposed transaction, purpose, strengths, risks and mitigants, financial analysis and other key terms and conditions
Efficiently manage transaction cycle through final credit approval, documentation, closing and funding of a transaction ensuring timely coordination with Credit Risk Management, Private Bankers and Private Wealth Financial Advisors, Loan Operations, Compliance, Legal and all other parties involved in the specific transaction
Efficiently manage active deal pipelines while balancing client expectations
Meet with clients to develop and enhance client relationships and identify potential lending opportunities
Meet with branch and complex teams to heighten product awareness and collaborate with the Private Bank’s sales partners to identify opportunities
Undertake projects from time-to-time to enhance deal pipelines and/or improve operating efficiencies of the team
Develop and mentor junior colleagues on the team
Qualification
Required
8 + years minimum of private bank lending experience
Bachelor's degree required
Comfortable reading and interpreting corporate and personal financial statements
High level of focus on work quality and attention to detail
Strong written and verbal communication skills with the ability to articulate your assessment in a clear and professional manner
Maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated clients
Demonstrate creativity and intelligent solutions in structuring complex client transactions
Balance revenue expectations with Morgan Stanley's risk criteria while delivering appropriate lending solutions that meet clients' needs
Significant accounting and finance knowledge
Ability to meet deadlines and manage client expectations
Ability to multi-task and collaborate effectively in a team-oriented environment
Preferred
Alternative asset lending experience preferred
Master's degree and/or CFA designation preferred
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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