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The Morgan Stanley Private Bank is seeking an Analyst or Associate to support the Wealth Management New Products Group. This role will report to the Executive Director of the New Products Group. Product types include Capital Call Subscription Facilities, Fine Art, Privately Held Assets, and Life Insurance (Cash Surrender Value) collateral types.
Responsibilities · Support on going Credit Analysis and Underwriting for MS Wealth Management Clients · Providing support to Underwriting and Portfolio Management Teams for Loan Approval Memos, Annual Reviews, Amendments, PD/LGDs and related systems/database input and accuracy · Coordination and maintenance of CRM Wealth Management Policies and Procedures. · Preparation of presentations/decks for submission to senior management and/or various MSPBNA governance bodies
Requirements: · Bachelor's degree in Business Administration, Finance, Economics, or related field of study · 1-5 years credit risk management/lending experience with leading commercial/investment bank with balance sheet and cash flow analytical skills · Experience with any one of the following collateral types: Capital Call Subscription Facilities, Fine Art, Privately Held Assets, Life Insurance (Cash Surrender Value) · Ability to effectively communicate verbally and in writing for the benefit of direct manager and up the line to MSPBNA CCO and Business Unit. · Proficient with Word, Excel, Power Point and Access Database with related programming skills · Ability to work with minimal supervision to meet required deadlines