Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?
This is a unique opportunity for you to work closely with Lending Advisors, Investors and Credit Risk Executives to facilitate the origination of loans, monitor credit risk exposures and clients collateral portfolio, provide covenant breach reporting and is responsible for regulatory reporting and Credit Risk data analytics.
The Credit Platform Services Team is part of the Credit Operations group under .
Morgan Asset & Wealth Management, which consist of client assets of $2.8 trillion, is a global leader in investment and wealth management.
As an Associate in the Credit Platform Services team, you are responsible to monitor .
Morgan Wealth Management exposures (including loans, mortgages, and derivatives) secured by financial assets, such as equities, fixed income products and other asset types.
You are critical to protecting the bank from potential credit losses.
Working closely with the Lending Advisors and Credit Risk Executive, you are also responsible for a wide range of functions such as administration and monitoring of Wealth Management Asia credit facilities in line with corporate credit policy, review & monitoring of credit covenants, transaction approval and other special monitoring requirements.
Job responsibilities
Monitor and review of the loan portfolio, regularize excesses (shortfalls) as per the Credit guidelines, regulations, credit policies and guidelinesCollaborate closely with Credit Underwriting team, Credit Executives on exception handling for credit facilities extended to Asia Private Banking clientsProvide Controls and Management Information Support reporting for internal Credit Risk metrics including credit exposure, product analytics, threshold reporting and collateral breakdownIdentify, implement and manage controls initiatives with other International Private Banking primary locations ( Geneva and Edinburgh) to share best practices and coordination with India and Manila teams Explore and develop automation opportunities for existing reports using Intelligent Automation tools like Alteryx, Python, Unqork and Xceptor Input and maintain credit limits and other credit parameters such as cross pledges, pricing, mortgages etc.
in the systemRequired qualifications, capabilities, and skills
Bachelor's degree in Business, Finance, or relevant disciplinesAt least 3 years work of relevant work experience in a financial institution with prior experience in using various automation tools Demonstrated interest in financial markets and understanding of risk measuresAbility to adapt in a fast paced, dynamic and changing team environment is essentialConfident and capable of building strong relationships and engaging directly with the senior stakeholdersStrong solution based problem solving and analytical skills, able to add value rather than just accept the status quoExcellent verbal and written communication skillsPreferred qualifications, capabilities, and skills
Knowledge of our current regulatory landscape is an advantageStrong knowledge of automation tools like Alteryx, Xceptor, Visio a plus