VP – High Net Worth Credit Risk Analyst recruitment

Position Category: Risk Management

Position Title: VP - High Net Worth Credit Risk Analyst

Job Level: Vice President

Location: USA - NY - New York

Education Required: Bachelors Degree

Position Description:
Morgan Stanley is seeking a strong Vice President for its Credit Risk Department. The successful hire will assist with managing the credit, market and legal jurisdictional risks associated with the extension of credit for various counterparty types (high net worth retail investors, PICs, Trusts, LLCs,
Corporations) in U.S. PWM Americas and Latam. Knowledge of Latin American jurisdictional
Issues and client base is preferred.

Key areas of responsibility
• Coordinate a steady flow of new business proposals from U.S PWM Sales Teams and Private Bankers
• Evaluate, structure and assure of appropriate pricing for new margin loan proposals
• Consider the jurisdictional risk issues associated with lending to Latam clients domiciled foreign countries
• Ensure the achievement of a perfected security interest with foreign collateral issues
• Analysis of concentrated margin loan and Rule 144 collateral lending opportunities
• Identify and communicate potential risk concerns to senior risk and business management
• Prepare credit approval memos and materials for proposals to Credit Committee
• Calculate potential exposures related to various derivative products and evaluate stress test scenarios
• Participate in the integration process of U.S PWM Risk Clients to MS Core Platform
• Participate in monthly calls to review key risk issues with U.S. PWM Branch Administration
• Maintain an audit ready portfolio of credit approvals per firm credit policy
• Accommodate senior management reporting requests and share reporting responsibilities

Consults with
• PWM Legal and Compliance
• Executive Financial Services
• Institutional Credit Group
• Branch Administration

Skills Required:
Qualifications
• 7-10 yrs. of retail counterparty credit risk analysis
• Experience with evaluating capital markets products and Securities Based Lending including FRB Reg T
• Series 7 Preferred
• Significant working experience with PowerPoint and Excel
• Experience working with Bloomberg and the analysis of asset classes