Morgan Stanley
UHNW Lending Portfolio Management - Liquid Products (SBL) - Assistant Vice President
Salt Lake City, Utah · Hybrid · Director · Full-time · Posted Sep 30, 2026
- Experience
- Minimum 3–5 years of lending and credit experience.
- Education
- Bachelor’s degree required.
About the job
Manages the quality and risk of a portfolio of securities-based and life-insurance loans for ultra-high-net-worth clients, including credit reviews, loan modifications, collateral monitoring, and portfolio reporting.
What you'll do
- Manage credit facility modifications, renewals, annual reviews, and transition of newly originated loans into asset management.
- Analyze borrowers’ financial statements, collateral, and loan documents; prepare credit memoranda and monitor portfolio risk, ratings, and impairment.
- Coordinate with clients and internal partners on collateral issues, portfolio reporting, and improvements to asset management processes.
What they ask for
- Bachelor’s degree.
- 3–5 years of lending and credit experience in private banking, investment banking, and/or commercial banking.
- Experience in accounting and finance.
- Strong analytical, communication, collaboration, and organizational skills, including the ability to assess complex financial statements and loan structures.
Nice to have
- Experience with troubled debt restructuring and non-accrual loans.
Model-written summary · the original posting is authoritative