Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

We are seeking a Lending Transactor to help grow our Capital Call Subscription Financing (CCSF) business in the Private Bank that serves the firm’s financial sponsor clients. The CCSF team provides fund-level financing in the form of credit facilities secured the uncalled capital of an investment fund’s limited partners. The CCSF team partners with Private Wealth Advisors and Private Bankers to originate, refinance, and actively manage a portfolio of existing loans.

Position Summary

The Lending Transactor will facilitate in the execution of new business and active portfolio management of our CCSF business.

Responsibilities will include:

• Assess potential new opportunities, which will include (i) evaluating a fund’s financial profile; (ii) analyzing proposed collateral; and (iii) determining if the opportunity aligns within the Private Bank’s CCSF Lending Program.

• Perform the appropriate level of due diligence, including evaluating appropriate financial and non-financial information to properly assess a lending opportunity.

• Identify key risks and mitigants related to a lending opportunity and propose effective deal structures to effectively mitigate these risks.

• Draft and negotiate term sheets for clients in coordination with Private Bankers and Private Wealth Advisors.

• Prepare and assist with the preparation of credit memoranda clearly outlining the proposed transaction, purpose, strengths, risks and mitigants, financial analysis and other key terms and conditions.

• Efficiently manage transaction cycle through final credit approval, documentation, closing and funding of a transaction ensuring timely coordination with Credit Risk Management, Private Bankers and Private Wealth Advisors, Loan Operations, Compliance, Legal and all other parties involved in the specific transaction.

• Efficiently manage active deal pipelines while balancing client expectations.

Required Experience:

• 5 - 7 years minimum of CCSF or equivalent fund finance experience

• Bachelor’s degree required

• Comfortable reading and interpreting corporate and financial statements

• High level of focus on work quality and attention to detail

• Strong written and verbal communication skills with the ability to articulate your assessment in a clear and professional manner

• Maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated clients

• Demonstrate creativity and intelligent solutions in structuring complex client transactions

• Balance revenue expectations with Morgan Stanley’s risk criteria while delivering appropriate lending solutions that meet clients’ needs

• Significant accounting and finance knowledge

• Ability to meet deadlines and manage client expectations

• Ability to multi-task and collaborate effectively in a team-oriented environment

• FINRA SIE, Series 7, Series 63, Series 79 (preferred)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our 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 our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We’re committed to bringing passion and customer focus to the business.

Expected base pay rates for the role will be between $110,000 and $185,000 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’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).