Vice President, UHNW Lending Portfolio Management – Liquid Products

Morgan Stanley

Asset Manager managing complex loan portfolios for Ultra-High Net Worth clients at Morgan Stanley. Overseeing loans, credit risk, and collaborating across teams to ensure portfolio integrity.

Posted 4/30/2026full-timePurchase • New York • 🇺🇸 United StatesLead💰 $110,000 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Managing modifications, renewals, and annual reviews of existing credit facilities within a diverse portfolio of SBL and Life Insurance Loans
Performing credit analyses covering financial statements and collateral and review of loan documents
Producing high quality credit memoranda clearly outlining transaction structure, results of the above credit analyses, and evaluation of strengths and risks of the transactions for Credit Risk Managers’ review and approval
Running point on loan modifications to existing credit facilities in partnership with Lending Transactors and Credit Professionals
Evaluating, monitoring, and reporting on credit risk factors including: Continuously monitoring financial condition and performance of loan parties, covenant compliance, and collateral valuations and communicating results to business unit and management
Valuing collateral to advise on margin calls and working with the Business, Operations, FA teams and Clients to resolve
Tracking developments in the capital markets, macro-economic and geopolitical events to keep abreast of potential impact on the financial conditions of loan parties
Timely amending loan classifications/risk ratings and performing impairment analysis when necessary
Partnering with Lending Transactors and Credit Professionals in transition of loans to Asset Management
Working with all relevant parties including Clients, Financial Advisors, Private Bankers, Loan Operations, Compliance and Legal teams throughout the loans’ lifecycle
Ensuring portfolio data integrity within internal systems
Ensuring accurate and timely updates of loan portfolio metrics/reports
Assisting with the build out and continuous improvement of the asset management processes and procedures within Tailored Lending

Requirements

What you’ll need

Bachelor’s degree required
Minimum 5-7 years of lending and credit experience in private bank, investment bank and/or commercial bank
Experience in accounting and finance
Detail oriented with exceptional analytical skills and ability to understand complex financial statements and loan structures
Experience with troubled debt restructuring and non-accrual loans a plus
High level of focus on work quality and attention to detail
Excellent oral and written communication skills and ability to interact with individuals on all levels
Ability to meet deadlines and multi-task in a fast-paced environment
Ability to collaborate effectively with related parties across the firm.

Benefits

Comp & perks

Employee benefits and perks in the industry

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit analysisfinancial statement analysiscollateral valuationloan modificationimpairment analysistroubled debt restructuringnon-accrual loansportfolio managementrisk assessmentasset management

Soft Skills

detail orientedanalytical skillscommunication skillscollaborationtime managementmulti-taskingwork quality focusinterpersonal skillsproblem-solvingadaptability