Securities Based Lending (SBL) Portfolio Manager, Assistant Vice President

Morgan Stanley • Salt Lake City, UT

1d • Onsite

About The Position

Morgan Stanley is a global financial services leader with three core businesses: Institutional Securities Group, Wealth Management, and Investment Management. The Wealth Management franchise offers comprehensive financial services including brokerage, investment advisory, financial and wealth planning, and is expanding its suite of world-class banking and lending products. The firm is seeking a high-potential Portfolio Manager (PM) to help monitor and maintain Securities-Backed Loans (SBLs) for clients within Morgan Stanley’s Wealth Management group. The PM will establish key partnerships with Sales, Credit, Legal, and other constituents to ensure appropriate risk management while supporting the firm’s goal of providing quality private banking solutions to High Net Worth (HNW) clients. The PM is responsible for performing first line of defense duties.

Requirements

• Minimum 3 + years of securities-based lending experience required
• BA or BS required.
• Possess excellent verbal and written communication skills and presentation skills.
• Ability to meet deadlines, multi-task and manage expectations.
• Results-oriented with a track record of delivering impactful results in a dynamic client-centric environment
• Strong interpersonal skills to communicate with sophisticated clients, financial advisors, and senior stakeholders
• Thorough understanding of the organization’s strategic objectives and capabilities
• Detail orientation with strong organizational and analytical skills
• Ability to drive and support change management

Nice To Haves

• Private Bank experience preferred
• Formal credit training preferred

Responsibilities

• Performing annual reviews - including analyzing the borrower, the structures and the collateral.
• Reviewing booked SBLs that are experiencing distress (even on other cross-product exposures).
• Assist in the production of key reports and presentations.
• Participate in the creation and review of procedures and policies.
• Ensuring all processes and functions performed are in accordance with Firm policies as well as federal regulations.
• Establish a reputation of execution and excellence and gain confidence of the Firm partners.
• Additional responsibilities as required by management and other general functions related to managing a large loan portfolio.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees