UHNW Lending Portfolio Management - Purchase

Only for registered members Purchase, United States

1 month ago

Default job background
$110,000 - $190,000 (USD)

Job summary

The Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients,

Responsibilities

Managing modifications, renewals, and annual reviews of existing credit facilities within a diverse portfolio of SBL and Life Insurance Loans:
Performing credit analyses covering financial statements and collateral and review of loan documents
Producing high quality credit memoranda clearly outlining transaction structure, results of the above credit analyses, and evaluation of strengths and risks of the transactions for Credit Risk Managers' review and approval
Evaluating, Monitoring, And Reporting On Credit Risk Factors Including
Continuously monitoring financial condition and performance of loan parties,
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