Senior HNW Securities Lending Specialist

Morgan Stanley; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

Morgan Stanley is seeking a high-caliber Lending Transactor in New York to manage securities-based lending for high net worth clients within the Wealth Management group. You will partner with Private Bankers, Risk, Legal and Corporate stakeholders to structure, underwrite and close complex loans.

The ideal candidate has at least 10 years of securities-based lending experience, private banking exposure and formal credit training. MBA/JD encouraged; leadership experience valued.

Qualifications

• Minimum 10 years of securities-based lending experience.
• Private Bank experience preferred.
• Formal credit training preferred.
• BA or BS required; MBA or JD preferred.

Responsibilities

• Work with Private Bankers and Risk to execute and close securities-based loans for HNW clients.
• Proactively manage underwriting pipeline and ensure service levels across the team.
• Prepare and issue senior management reports on liquidity analyses of securities-based loans.
• Develop and negotiate structuring within the firm’s credit policy.
• Collaborate with Sales, Risk, Legal and other partners to support private banking solutions.

Skills

Securities lending

HNW experience

Credit policy knowledge

Education

BA or BS

MBA or JD

Job description

Morgan Stanley is seeking a high-caliber Lending Transactor in New York to manage securities-based lending for high net worth clients within the Wealth Management group. You will partner with Private Bankers, Risk, Legal and Corporate stakeholders to structure, underwrite and close complex loans.

The ideal candidate has at least 10 years of securities-based lending experience, private banking exposure and formal credit training. MBA/JD encouraged; leadership experience valued.