Private Share Lending Underwriting and Portfolio Management Executive Director

• Preparing high quality credit memoranda clearly outlining transaction structure private company credit analysis and identification of strengths and risks of the issuers whose stock the Private Share Loans rely on for repayment.
• Managing the loan application underwriting approval documentation and booking process for the individual Private Share Loans offered within a PSL Program.
• Managing modifications extension and annual reviews of existing credit facilities.
• Requesting ongoing credit facility reporting requirements.
• Performing periodic financial covenant and collateral valuation testing.
• Facilitating repayment or increased collateralization in instances where collateral valuations have declined.
• Timely updates to loan classifications and risk ratings and performing impairment analysis when necessary.
• Working with all relevant parties including Financial Advisors Private Bankers Loan Operations Compliance Credit Risk and Legal teams.
• Ensuring portfolio data integrity within internal credit systems.
• Ensuring accurate and timely updates of loan portfolio metrics/reports.
• Collaborating with IT/Digital team on technology implementations enhancements and upgrades.
• Ensuring written processes and procedures align with business practices platform capabilities and regulatory requirements.
• Managing RCSA management action plans and other risk and audit processes.
• Developing training material to provide product awareness and understanding among Financial Advisors and Private Bankers.
• Seeking feedback on challenges faced by our sales partners and recommend product enhancements.
• Using data to analyze business trends create reports presentations and other materials for management.
• Assisting with various projects and reporting as required by management including detailed presentations outlining the teams performance strategy and initiatives.
• Working closely with operations teams to identify process improvement opportunities.

• Bachelors degree required
• Minimum 10 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $150000 and $250000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).