Morgan Stanley
Private Bank Ultra High Net Worth Lending Transactor – Alternatives - Associate/Analyst
Purchase, New York, United States of America
Sponsorship not specifiedDetected 1 day ago
Financial AnalysisAccountingCommunicationCFA
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42Risky
Cap-exempt (no lottery)0
Sponsors this role100
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- 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.
Responsibilities
- The Lending Transactor will act as a product partner to Private Bankers and Private Wealth Financial Advisors to identify and efficiently deliver Ultra High Net Worth Lending solutions to Morgan Stanley's clients.
- 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.
- Develop and mentor junior colleagues on the team.
- Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow.
- The Lending Transactor will collaborate across the Firm to provide lending solutions with a focus on alternative asset lending and other bespoke lending solutions.
- In addition, the Lending Transactor will market and collaborate with the Private Bank's sales partners to deliver these products.
- Position Summary The Lending Transactor will act as a product partner to Private Bankers and Private Wealth Financial Advisors to identify and efficiently deliver Ultra High Net Worth Lending solutions to Morgan Stanley's clients.
Benefits
- 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.
- Alternative asset secured loans include (i) private stock; (ii) aircraft; (iii) hedge funds; and (iv) private equity.
Company info
- A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
- We are seeking a Lending Transactor to help grow our Ultra High Net Worth Lending business in the Private Bank that serves clients with a net worth in excess of $50 million.
Equal opportunity
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
- For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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This listing is sourced directly from Morgan Stanley's careers page and normalized into a canonical job model.