Senior Manager/Vice President, Global Sustainable Finance
Morgan Stanley - Salt Lake City, UT

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Morgan Stanley’s Global Sustainable Finance (GSF) Group coordinates the Firm’s pursuit of business opportunities that deliver both commercial returns and environmental and social returns. GSF is also dedicated to implementing a first-rate Community Reinvestment Act (CRA) program that demonstrates leadership in community development. GSF’s responsibilities include CRA-qualified lending, investments and grants; community relations; regulatory relations; and regulatory compliance. GSF’s target market is low- to moderate-income (LMI) communities in Utah, New York and other target markets nationwide.

GSF seeks a Senior Manager or Vice President (depending on experience), to be based in the Firm’s Salt Lake City (SLC) office, to work with the team on regulatory, community, compliance, and loan/investment portfolio management matters. The position reports to the CRA Officer with a dotted line to GSF’s Executive Director of Risk Management.

Depending on the background of the candidate, the position may involve loan origination and underwriting. Thus, transactional experience in community development lending and investments is a plus but not a requirement for the position

Skills Required


Community Relations
Managing relationships with Morgan Stanley’s community partners
  • Help develop and maintain Salt Lake County strategic partnerships and relationships with key community groups and stakeholders (who could include government entities and other banks) through relationship management and outreach, including attending or creating events
  • Manage selected grant relationships, including application development, grant request memoranda, impact reporting, and payment administration
  • Organize SLC employee efforts to do volunteer work with nonprofits as part of the CRA community development service requirement
Community Development Loans/Investments (if applicable based on experience)
Generate transaction activity to address community needs and CRA obligations
  • Source, analyze, and structure loans to developers of subsidized affordable housing construction or rehabilitation
  • Source, analyze, and structure loans and investments with CDFI’s, which may include traditional products or uniquely crafted financings
  • Market Morgan Stanley’s loan and investment products to developers, community/regional banks, housing agencies, syndicators, and CDFI’s
Portfolio Management
Support business transactions originations team. Lead or assist in all aspects of portfolio management, including the following
  • Support Relationship Managers and Operations with the Anti-Money Laundering process for new clients
  • Input client financial information into Excel spreadsheets
  • Administration of loan and investment documentation, including periodic reviews and managing the document retention process
  • Track compliance documentation, including deadlines for loan covenants, credit reviews, and regulatory reporting
  • Maintain and report flood hazard determination certificates for loan transactions with real estate collateral
  • Organize and conduct post-loan closing monitoring processes
  • Assist with monthly Portfolio Report production and analysis

Collaborate with entire OCR team to:
  • Prepare community impact reports for government relations
  • Prepare transaction reports on loans, investments and grants
  • Develop periodic and ad hoc reports and presentations for various governance committees, bank boards of directors, regulatory examinations and reviews, community organizations, etc.
  • Update performance context for each Bank, including CRA regulatory reform insights, on a consistent periodic basis

Work with Community Relations and Compliance team to:
  • Assist with quantitative and qualitative research on various community development topics related to affordable housing, workforce development, and economic development
  • Conduct research on demographic data for community needs assessments
Background and Skills Required
  • Strong interest in community development
  • Strong interest in and ability to develop and maintain relationships with community stakeholders, including nonprofits and government entities
  • Undergraduate degree; courses in Finance, Economics, Accounting, or Public Policy a plus
  • Five - ten years banking, finance, or related experience
  • Community development lending and CRA investment experience a plus
  • Excellent written and oral communications skills, including reporting and presentation skills, required
  • Very strong analytical and quantitative skills
  • Well organized and detailed oriented
  • Ability to manage time effectively and meet tight deadlines
  • Ability to work effectively as a member of a team or independently
  • Excellent PC skills; knowledge of database software applications a plus

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One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates...