• PBG Tailored Lending Transactor, Capital Call Subscription Financing & Alternative Asset Financing Jobs in New York City

  • Morgan Stanley Pvt Ltd
  • New York City
  • Save Job
  • 2 - 5 Years
  • Posted : above 1 month

Job Description:

PBG Tailored Lending Transactor, Capital Call Subscription Financing & Alternative Asset Financing

Job Number 3135462

Primary Location Americas-United States of America-New York-New York

Job Private Banking

Employment Type Full Time

Job Level Vice President


Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management Global Wealth Management is offered by the Morgan Stanley Wealth Management (MSWM) franchise, which has one of the worlds largest networks of Financial Advisors (FAs) Morgan Stanley is pleased to announce that we are expanding our suite of world-class banking and lending products exclusively for our Financial Advisors and their clients In addition to our comprehensive financial services, which include brokerage, investment advisor, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley will develop and enhance their lending, trust and cash management capabilities We believe that now is the perfect time to build and support a new venture along with our Global Wealth Management partners By combining our lending financial services business with private banking products built specifically to service the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs

We are seeking a high potential Lending Transactor LT to help grow our Tailored Lending team serving ultra-high net worth clients (generally clients with a minimum net worth of at least $50 million) The LT will be located in New York area and will support and collaborate with the various Senior Lending Transactors SLTs throughout the US

Position Goal is to support the SLTs across Tailored Lending product platform in delivering the Tailored Lending Product The Position will be dealing with Bank Loan Products only and will have a specific focus on Capital Call Subscription Financing and Alternative Asset Financing

Responsibilities will include assisting the SLTs in the following

Pursing Tailored Lending opportunities, which will include i) evaluating the Borrower; ii) valuation of the underlying collateral; and iii) determining if the opportunity aligns with one of the approved Tailored Lending Product Programs
Performing the appropriate level of due diligence, including evaluating appropriate financial and non-financial information to perform opportunity assessment, as defined in (a) above
Identify key risk and mitigants in related to the opportunity and propose potential structural protections and other terms and conditions that may mitigate such risk
Draft and negotiate Bank Letters of Intent (LOIs) under the guidance of the SLT
Prepare and/or assist the SLT with the preparation of credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigants, financial/collateral analysis and other key terms and conditions required to support the SLTs recommendation to move forward with the opportunity
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 CRM Team, FA, PB, Loan Operations, Compliance, In-house Counsel and any other party who is, or should be, involved in the specific transaction
Engage in on-going portfolio maintenance with the exception of loan covenants and loan servicing which will be handled by CRM
Meeting with clients and prospects in coordination with SLTs to develop/enhance client/prospect relationships and identify potential product opportunities
In coordination with the SLT meet with branch and complex teams to heighten product awareness and train front-end sales on identifying potential product opportunities
Strong communication skills with the ability to articulate your assessment in a clear and professional manner



Bachelors Degree required; Advanced degree preferred
Minimum 2-5 years experience in lending origination and credit analysis, Private Banking Lending experience is a plus
Formal credit training preferred


Maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated UNHW 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 firms 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

EOE m/f/d/v

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 07th Jan 2020

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