Commercial Real Estate Lending Support Analyst - Assistant Vice President

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management (“WM”), and Asset Management. The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world’s largest networks of Financial Advisors (“FAs”). MS has expanded its suite of world-class banking and lending products exclusively for FAs and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has enhanced its lending, mortgage, cash management and deposit capabilities. By combining our lending financial services business with private banking products built specifically to service the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs. 

We are seeking a high potential Commercial Real Estate Lending Support Analyst – Analyst) to help grow and manage the Ultra High Net Worth (UHNW) Commercial Real Estate (CRE) lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM. The role is for the New York area and will support and collaborate with the UHNW Senior Lending Transactors (“SLTs”) and Asset Managers (“AMs”) throughout the US.

• Position goal is to support the UHNW Commercial Real Estate Lending team and its clients with procedural and administrative aspects of the UHNW Commercial Real Estate Lending closings and ongoing portfolio management.

• A successful candidate must be detail-oriented, organized, highly responsive to internal partners and clients, and have the ability to work independently while facilitating questions and requests from various stakeholders. 

• Responsibilities will include the following:

• Corresponding directly with clients to request reporting requirements including property and personal financial reporting, at least quarterly throughout the lifecycle of a loan. As deliverables are received, Lending Support Analyst will perform necessary internal procedures including preliminary analysis.

• Order third party bids and reports to evaluate loan collateral and escalate any major issues identified in the reports to ensure they are addressed in a timely manner

• Assist with loan closings, amendments, modifications and payoff requests by ensuring all operational requirements are met, disbursements are accurate, and all internal and external approvals are received.

• Participate in ad hoc projects including IT, procedural, regulatory, audit as required

• Engage in on-going portfolio maintenance including monitoring loan covenants, loan servicing, and ensuring accurate and timely update of loan portfolio metrics / reports.

• Assist with annual relationship and loan reviews to monitor collateral performance during the term of the loan.

• Contribute to the design and firmwide rollout of artificial intelligence tools supporting underwriting and asset management processes.

Experience

• Bachelor’s Degree required.

• Minimum 2-5 years experience in commercial real estate lending asset management, origination and/or credit analysis.

• Private Banking Lending experience is a plus

• Demonstrated proficiency in either Power BI, Tableau, or Dataiku is a plus.

• Experience designing automated process flows utilizing Python or SQL is a plus.

Skills/Abilities

• Strong communication skills both in person and via electronic communication

• Proficient in Microsoft Word, Excel, Outlook, PowerPoint and database management

• Detail orientation with exceptional analytical skills

• Experience using firm-approved AI tools to enhance analysis and productivity within governance frameworks preferred.

• Accounting and finance knowledge

• Ability to meet deadlines and manage expectations

• Ability to multi-task

• Good collaboration skills in a team-oriented environment

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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