Portfolio Reporting SPG CRE India, Senior Manager

Morgan Stanley; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Morgan Stanley's Commercial Real Estate Lending Group (CRE Lending) within the Securitized Products Group (SPG) originates, distributes and risk manages a portfolio of traditional CRE loans. The role is based in Mumbai and joins the Asset Management team to work with regional asset managers on a large portfolio.

The candidate should have an MBA or CA/ACCA/CPA, 3+ years in structured products or CRE risk/asset management, strong Excel (incl.

Qualifications

• Minimum 3+ years experience in structured products or real estate origination/risk/credit/asset management.
• Proficiency in advanced Microsoft Excel (including VBA) with SQL or other database tools for data extraction and analysis.
• Knowledge of data visualization tools such as Power BI and Tableau is an added advantage.
• Experience with Argus Enterprise, Rockport and CoStar is preferred but not mandatory.
• Strong communication skills to coordinate with local and global teams; ability to execute established processes.

Responsibilities

• Establish loan reporting dates and requirements at closing and ensure timely data entry into proprietary workflow platforms.
• Handle covenant tracking, financial spreading, draw review and drift analysis within Morgan Stanley systems.
• Gather market data and create analyses to aid risk decisions.
• Assist in producing quarterly underwriting assumptions and risk projections for CRE loans; review with local teams.
• Provide periodic risk reporting to CRE Lending Management and cross-functional teams.
• Coordinate periodic regulatory submissions with global portfolio reporting team and feedback on process enhancements.

Skills

Excel VBA

SQL

Power BI

Tableau

Argus Enterprise

Rockport

CoStar

Communication skills

Analytical thinking

Organizational skills

Multitasking

Education

MBA or CA/ACCA/CPA

Tools

Excel VBA

SQL

Power BI

Tableau

Argus Enterprise

Rockport

CoStar

Job description

Job Summary

Position Description

Morgan Stanley's Commercial Real Estate Lending Group (CRE Lending) within the Securitized Products Group (SPG) originates, distributes and risk manages a portfolio traditional Commercial Real Estate loans across three global regions. We are currently seeking an interested Analyst/Associate level candidate to join the Asset Management team. The successful candidate will be expected to work with the regional asset managers of large portfolio of commercial real estate. The role is based in Mumbai.

Responsibilities

• Establish loan reporting dates and requirements at closing and manage the completeness and timely data entry into proprietary workflow platforms
• Primary asset management responsibilities viz. covenant tracking, financial spreading, draw and upfunding review and analysis, drift analysis, loan data update/reconciliation within Morgan Stanley owned systems/databases and reporting functions.
• Gather market data, and create meaningful analysis to aid with risk decisions
• Assist in producing the quarterly underwriting assumptions and risk projections for the loans within the CRE Lending portfolio and review with the local loan coverage teams
• Provide periodic risk reporting to local teams to support quarterly governance
• Prepare and coordinate periodic regulatory submissions with global portfolio reporting team
• Provide periodic updates on loan performance and key risks to CRE Lending Management, and coordinate information shared with Global Asset Management Team and Credit Risk colleagues
• Coordinate with overlapping teams and provide feedback on further process and technology enhancements support

Qualifications

• Masters in Business Administration from premier institutions or Qualified Chartered Accountant (ICAI) / ACCA / CPA.

Experience and Skills Required

• Minimum 3+ years experience in structured products or real estate origination / risk / credit / asset management
• Proficiency in Advanced Microsoft Excel (including VBA), exposure to SQL or other database tools for data extraction and analysis. Knowledge of data visualization tools such as Power BI and Tableau is an added advantage
• Experience with Argus Enterprise, Rockport and CoStar is preferred but not mandatory
• Strong communication skills to coordinate with local teams globally and cross-functional teams effectively
• Ability to execute on established processes and procedures
• Strong analytical, organizational and problem-solving skills
• Ability to effectively prioritize and coordinate multiple tasks under tight deadlines