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We are seeking a high potential Commercial Real Estate Lending Support Analyst – Analyst) to help grow and manage the Ultra High Net Worth (UHNW) Commercial Real Estate (CRE) lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM. The role is for the New York area and will support and collaborate with the UHNW Senior Lending Transactors (“SLTs”) and Asset Managers (“AMs”) throughout the US.
Position Summary
- Position goal is to support the UHNW Commercial Real Estate Lending team and its clients with procedural and administrative aspects of the UHNW Commercial Real Estate Lending closings and ongoing portfolio management.
- A successful candidate must be detail-oriented, organized, highly responsive to internal partners and clients, and have the ability to work independently while facilitating questions and requests from various stakeholders.
Responsibilities will include the following:
- Corresponding directly with clients to request reporting requirements including property and personal financial reporting, at least quarterly throughout the lifecycle of a loan. As deliverables are received, Lending Support Analyst will perform necessary internal procedures including preliminary analysis.
- Order third party bids and reports to evaluate loan collateral and escalate any major issues identified in the reports to ensure they are addressed in a timely manner
- Assist with loan closings, amendments, modifications and payoff requests by ensuring all operational requirements are met, disbursements are accurate, and all internal and external approvals are received.
- Participate in ad hoc projects including IT, procedural, regulatory, audit as required
- Engage in on-going portfolio maintenance including monitoring loan covenants, loan servicing, and ensuring accurate and timely update of loan portfolio metrics / reports.
- Assist with annual relationship and loan reviews to monitor collateral performance during the term of the loan.
- Contribute to the design and firmwide rollout of artificial intelligence tools supporting underwriting and asset management processes.
Experience
- Bachelor’s Degree required.
- Minimum 2-5 years experience in commercial real estate lending asset management, origination and/or credit analysis.
- Private Banking Lending experience is a plus
- Demonstrated proficiency in either Power BI, Tableau, or Dataiku is a plus.
- Experience designing automated process flows utilizing Python or SQL is a plus.
Skills/Abilities
- Strong communication skills both in person and via electronic communication
- Proficient in Microsoft Word, Excel, Outlook, PowerPoint and database management
- Detail orientation with exceptional analytical skills
- Experience using firm-approved AI tools to enhance analysis and productivity within governance frameworks preferred.
- Accounting and finance knowledge
- Ability to meet deadlines and manage expectations
- Ability to multi-task
- Good collaboration skills in a team-oriented environment
Source: Morgan Stanley Career Page
