Morgan Stanley is a global financial services leader with three core businesses – Institutional Securities Group, Wealth Management, and Investment Management. Wealth Management is offered by the Morgan Stanley Wealth Management ("MSWM”) franchise, which has one of the world’s largest networks of Financial Advisors.
Morgan Stanley is pleased to announce that we continue expanding our suite of world-class banking and lending products exclusively offered to our Financial Advisors and their clients. In addition to the Firm’s comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, we continue to develop and enhance Morgan Stanley lending, trust and cash management capabilities.
We are seeking a high-potential Portfolio Manager (PM) to help monitor and maintain Securities-Backed Loans for clients in Morgan Stanley’s Wealth Management group. The PM will establish key partnerships with Sales, Credit, Legal and other key constituents to ensure that risk is appropriately managed while supporting the Firm’s goal of providing quality private banking solutions to its HNW clients. The PM is responsible for performing first line of defense duties as described below.
Position 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
Position Responsibilities:
Minimum 3 + years of securities-based lending experience required
Private Bank experience preferred
Formal credit training preferred
BA or BS required.
Skills/Abilities:
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
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- 3+ years of securities-based lending experience
- Private Bank experience
- Formal credit training
- BA or BS required
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
