Open role
Private Bank Ultra High Net Worth Lending Transactor – Alternatives - Associate/Analyst
Ms
Purchase, New York, United States of AmericaPosted Jul 31, 2026 · 3d ago$58k – $115k
Full-time$58k – $115kEntry LevelOn-siteBanking
About this role
Morgan Stanley seeks a Lending Transactor for its Private Bank to support Ultra High Net Worth clients with alternative asset lending solutions. This role involves evaluating financial profiles, analyzing collateral, performing due diligence, structuring deals, and managing the transaction cycle from credit approval to closing.
What we are looking for
6- Evaluate client financial profiles and collateral for lending solutions
- Perform due diligence and identify key risks and mitigants
- Draft and negotiate term sheets with clients
- Manage transaction cycle through credit approval, documentation, and closing
- Collaborate with Private Bankers and sales partners to identify opportunities
- Develop and mentor junior colleagues
