Private Share Lending Underwriting and Portfolio Management, VP at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Feb, 26

Salary

190000.0

Posted On

13 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Credit Analysis, Portfolio Management, Financial Statements, Troubled Debt Restructuring, Non-accrual Loans, Analytical Skills, Communication Skills, Collaboration, Microsoft Excel, Microsoft PowerPoint, Accounting Knowledge, Finance Knowledge, Attention to Detail, Deadline Management, Process Improvement, Training Development

Industry

Financial Services

Description

Experienced credit professional with an ability to manage a portfolio of Private Share Loans. Bachelor's degree required Minimum 7+ years of lending and credit experience in private banking, investment banking and/or commercial banking Detail oriented with exceptional analytical skills and ability to read and interpret corporate and personal financial statements Experience with troubled debt restructuring and non-accrual loans a plus 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 Experience with Microsoft Excel and PowerPoint Significant accounting and finance knowledge Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Performing periodic financial covenant and collateral valuation testing. Working with all relevant parties including Financial Advisors, Private Bankers, Loan Operations, Compliance, Credit Risk and Legal teams. Developing training material to provide product awareness and understanding among Financial Advisors and Private Bankers. 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.

Responsibilities

Manage a portfolio of Private Share Loans and perform periodic financial covenant and collateral valuation testing. Collaborate with various teams including Financial Advisors, Private Bankers, and Compliance to ensure effective loan management and reporting.