Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit &amp; lending, deposits &amp; cash management, annuities, insurance, retirement and trust services.Morgan Stanley Private Bank, NA is seeking a high potential candidate to work in the Tailored Lending (“TL”) product group’s COO team to assist in managing the continued build out of the TL business and its role as First Line of Defense.The Tailored Lending (“TL”) Group within Morgan Stanley Wealth Management Private Banking Group is seeking a Business Data Specialist to help grow and manage our Ultra High New Worth (“UHNW”) lending portfolio serving UHNW clients (generally clients with a minimum net worth of at least $50 million). 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.The position will be based in Purchase, New York and will support the UHNW Lending team throughout the US. This position is part of Morgan Stanley’s hybrid working model, which includes both an in-office and at-home work arrangement.Job Description/Position Responsibilities The Business Data Specialist will be responsible for the following:<ul><li>Working closely with Senior Management to develop business related reports, presentations and management decks required for board and committee meetings</li><li>Manipulating large data sets to extract and report on portfolio analyses and business trends on a periodic basis (daily, weekly, monthly, quarterly)</li><li>Producing monthly Portfolio reporting materials for 1LOD/2LOD senior management meeting, including covenant monitoring and annual reviews</li><li>Assisting with quarterly Comprehensive Capital Analysis and Review (CCAR) regulatory reporting submission, which is critical to the Firm’s use and governance of capital under economic stress.</li><li>Partnering with analytics peers within US Banks and Wealth Management researching new technologies and automation tools to elevate business performance</li><li>Liaising with Technology, Operations, Credit Risk, and Finance on business processes and key initiatives to further refine systemic reporting activities</li><li>Assisting with daily operating activities including (1) Verifying and attesting to credit facility compliance with regulations, including Regulation O, U, V, and W, (2) Reviewing loan documentation for completeness, (3) Verifying credit facility files including a credit facility closing checklist, regulation attestations, pricing approvals, business escalation approvals, credit facility documents, etc.</li><li>Assist with various daily, monthly and quarterly business reporting activities</li><li>Maintaining policies and procedures for all Business Data Analytics responsibilities</li></ul>Experience   <ul><li>Bachelor’s degree or equivalent experience</li><li>1-3 years prior banking, lending, finance, reporting, and/or business management experience preferred</li></ul>Skills/Abilities <ul><li>Detail orientation with strong analytical, critical-thinking, and problem-solving skills</li><li>Proficient MS Office Suite including Excel, PowerPoint, Word, Outlook, etc.</li><li>Macro experience preferred</li><li>Experience with Dataiku and Alteryx platforms is a plus</li><li>Strong organization and time-management skills, with ability to multi-task and efficiently complete assignments within tight deadlines</li><li>Comfortable with manipulating large datasets and telling the “story”</li><li>Strong written and oral communication skills</li><li>Ability to collaborate with many levels and functional areas within and outside the organization</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).