UHNW Liquid Products Underwriter Vice President at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Mar, 26

Salary

190000.0

Posted On

03 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lending Origination, Credit Analysis, Private Banking, Communication Skills, Interpersonal Skills, Analytical Skills, Financial Knowledge, Detail Orientation, Creativity, Risk Management, Collaboration, Due Diligence, Presentation Skills, Client Relationship Management, Documentation, Transaction Management

Industry

Financial Services

Description

Responsibilities will include assisting the SLTs with the following: Assist the SLT in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including Credit Risk Management ("CRM”) team, FA, Private Bankers (“PBs”), Loan Operations, Compliance, In-house Counsel and any other party who is, or should be, involved in the specific transaction. Performing the appropriate level of due diligence, including evaluating appropriate financial and non-financial information to perform opportunity assessments, as defined in (a) above. Prepare and/or assist the SLT with the preparation of credit memoranda clearly outlining transactions, purpose, strengths, risks and mitigants, financial/collateral analysis and other key terms and conditions required to support the SLT's recommendation to move forward with the opportunity. Bachelor's Degree required; Advanced degree preferred Minimum 5 years' experience in lending origination and credit analysis, Private Banking Lending experience is a plus Formal credit training preferred Strong 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 UHNW clients and their advisors Demonstrate creativity and intelligent solutions in structuring sophisticated client transactions Balance revenue expectations with risk requirements of firm to ensure client and firm's interests are met Possess excellent oral and written communication skills and presentation skills Detail orientation with exceptional analytical skills Significant accounting and finance knowledge Ability to meet deadlines and manage Financial Advisor and client expectations Ability to multi-task Good collaboration skills in a team-oriented environment Travel is required 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.

Responsibilities

Assist the Senior Leadership Team (SLT) in managing the transaction cycle through credit approval, documentation, and funding. Perform due diligence and prepare credit memoranda to support SLT recommendations.