Ms
Private Bank Ultra High Net Worth Lending Transactor – Alternatives - Associate/Analyst
Purchase, New York, United States of America
Sponsorship not specifiedDetected 9 hours ago
Financial AnalysisAccountingCommunicationCFA
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Cap-exempt (no lottery)0
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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
- Perform the appropriate level of due diligence, including evaluating appropriate financial and non-financial information to properly assess a lending opportunity.
- 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.
- 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.
- 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.
Compensation
- Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment.
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.
- In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions-and in the ability of capital to work for the benefit of all society.
- At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals.
- At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.
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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