Tailored Lending COO Support, U.S Banks, Analyst, Wealth Management

Our Insights Personal Finance Market Trends Technology & Disruption Sustainability Diversity & Inclusion What We Do Wealth Management Investment Banking & Capital Markets Sales & Trading Research Investment Management Morgan Stanley at Work Sustainable Investing Inclusive Innovation About Us Core Values Leadership History Locations Diversity Sustainability Giving Back Technology Careers Students & Graduates Experienced Professionals LanguageEnglishFrench Single PositionView All JobsTailored Lending COO Support, U.S Banks, Analyst, Wealth ManagementMumbai, Maharashtra, India No longer accepting applications.Employment TypeFull timeJob LevelProfessionalYou are required to review the Firm’s Mobility Guidelines on careerhub/ prior to submitting your application to ensure you understand and abide by your obligations under the Firm policy.JOB LEVELAnalyst (Professional)TIERNAAbout Us: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.Position Summary:We are seeking a high potential Business Support Analyst to support and collaborate with the US based UHNW Lending business unit (BU) and COO Team serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM.  TL transactions include primarily collateralized custom lending solutions, available in the form of both revolving lines of credit and term loans, that can be structured as demand or committed forms of financing. In this role, the candidate will be responsible for various tasks throughout the new deal origination process, asset management, and reporting.Roles & ResponsibilitiesAssist with daily operating activities including:Verifying and attesting to credit facility compliance with regulations, including Regulation O, U, V, and W.Reviewing loan documentation for completeness and initiating review and amendment processes.Verifying credit facility files including a credit facility closing checklist, pricing approvals, business escalation approvals, credit facility documents, etc.Conduct daily, weekly, quarterly monitoring and produce related reporting such as HMDA, Reg B, Conflicts, Bespoke and Red Flags Reports.Partner with the BU and COO to obtain, analyze and validate loan reporting and financial requirements, including collateral and personal related documentation, at least quarterly.Support the development and testing of AI opportunities to create efficiency and optimization for the businessHandling loan servicing related requests such as creating and/or reviewing DocuSign envelopes, Intralinks folder setup, confirming loan details, wire disbursements, incoming principal, interest and/or fee payments, payoff quotes, and generate FX loan statementsMaintain policies and proceduresRequired Qualifications & Skills:Master’s/Bachelor’s Degree (in Finance or Economics) Degree required;Minimum 1-2.5 years’ experience in financial services, private banking and lending, and/or business operations.Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, TEAMS).Experience with AI applications such as Copilot, Copilot Studio, Claude, OpenAI, etc. is a plus.Strong communication skills with the ability to articulate both verbally and in writing in a clear and professional manner;Critical thinking with the ability to evaluate data and make sound judgements; knowing when to escalate / ask questionsDetail orientated in ensuring accuracy and completeness of all tasksData/analytical skills is a plusOrganization, time management, and multi-task abilities to meet deadlines and manage internal/external expectations.Teamwork and collaboration skills to achieve common goalsA positive...