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Morgan Stanley

Manages investments and advises on financing

Agency Operations Associate - GLS

Finance & BankingPosted on Nov 10
Full-timeBaltimore, MD, USAIn-person

About the Job

Requirements

  • Ability to establish clear goals and priorities, manage competing demands, and address non-standard issues within the area of responsibility with minimal guidance and supervision.
  • Strong understanding of syndicated loan servicing and loan lifecycle activities, including funding, repayments, interest, fees, and settlement.
  • Strong risk and control mindset, with the ability to identify issues, escalate appropriately, and support timely resolution.
  • Ability to work independently while collaborating effectively across Operations, Business Unit, Finance, Risk, Legal, and Technology teams.
  • Strong attention to detail with the ability to manage multiple time-sensitive transactions, deadlines, and competing priorities.
  • Effective written and verbal communication skills, including the ability to interact professionally with borrowers, lenders, and internal stakeholders.
  • Ability to learn and apply loan documentation, procedures, systems, and controls in support of accurate transaction processing and servicing.

Responsibilities

  • Execute day-to-day loan servicing and agency processes, leveraging knowledge of the systems, markets, and loan products that support the team's activities.
  • Support the accurate and timely processing of loan transactions and lifecycle events, including related borrower, lender, cash, and settlement activity.
  • Recognize and escalate operational risk, exceptions, and breaks arising from day-to-day processes, while contributing to timely resolution and process improvements.
  • Build effective relationships within the team and with borrowers, lenders, and internal stakeholders, sharing knowledge and collaborating to support overall team delivery.
  • Maintain a strong focus on accuracy, controls, procedures, and books-and-records requirements when executing assigned responsibilities.
  • Identify opportunities to improve processes through standardization, automation, enhanced controls, and technology improvements across the Loan Agency operating model.

About the Company

Morgan Stanley

Manages investments and advises on financing

Morgan Stanley advises companies and governments on financing and manages investments for institutions, individuals, and families. Its business combines investment banking and securities trading with wealth management and an asset-management division that invests across public and private markets. Bankers arrange stock and bond sales and advise on mergers, while advisors build client portfolios and fund managers invest money under agreed strategies. The firm earns advisory and management fees, trading revenue, commissions, and interest from lending and deposits. Morgan Stanley was founded as a partnership in 1935 and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1935

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