Commercial Real Estate Lending Support Analyst Assistant Vice President
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Morgan Stanley
Harrison, NY (In Person)
$115,904 Salary, Full-Time
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Job Description
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").
- 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 Summary
- 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.
- 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.
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