MS
Morgan StanleyPrivate Credit, Underwriting, Analyst/Associate
Vice President role involving due diligence and financial modeling at Morgan Stanley. Collaborating with teams to assist in credit investment activities for diverse portfolios.
About the role
- Champion and model our Liberty values and Guidelines for Inclusion to drive market leading culture and ensure positive employee engagement.
- Provide mentorship and guidance to underwriters across Canada on both a portfolio and referral basis. Develop the underwriting team’s product line and technical knowledge across general liability, excess casualty and umbrella.
- Support the implementation and maintenance of underwriting guidelines, appetite clarity, rating/pricing standards, pricing model validation and training materials.
- Monitor frameworks for underwriting decisions (e.g., desirability / appetite, referrals, technical assessments) and recommend improvements, as needed.
- Regularly evaluate Portfolio performance, working with underwriting, actuarial and claims leaders to identify drivers of performance, risks, and opportunities.
- Synthesize and translate findings from Portfolio evaluations to regularly cascade product-related trends across the Underwriting team.
- Support the Casualty Executive Underwriting Officer with Canadian product maintenance and manuscript creation.
- Drive a culture of underwriting excellence and data-driven decision making across underwriting teams.
- Leverage innovative analytic tools including generative AI to improve the selection of risk, ease of doing business, and to drive efficiency.
- Keep abreast of industry and product trends, regulatory changes, and the competitive landscape to shape the Portfolio strategy.
- Collaborate with other Global Risk Solutions (GRS) stakeholders to share best practices and leverage knowledge / expertise for the advancement of the business.
- Perform special projects and other duties to assist in ensuring the success of the Underwriting Division.
Requirements
- A university degree.
- CIP or FCIP designation preferred.
- A minimum of 10 years of commercial casualty experience in progressive underwriting roles at a leading commercial (re)insurer.
- Strong technical knowledge of commercial casualty business, including general liability, excess casualty and umbrella
- Experience with medium and large account clients with cross-border exposures.
- Experience managing portfolios of risk that have performed well over the long-term.
- Strong relationships with brokers and clients.
- Understanding of actuarial, claims, and risk management considerations.
- Strong communication skills and an ability to present to a wide range of audiences.
- Experience operating in a large organization with a matrix reporting structure.
- Experience leveraging expertise and capabilities across an organization.
- A strategic thinker who can set a broader vision; yet will roll up one’s sleeves and work with the team to execute a strategy.
- Adheres to the highest standards of personal and professional integrity.
- A collaborative leader who will nurture trusting relationships, encouraging the open exchange of ideas.
- A forward thinker who will introduce new approaches.
- Intellectually curious.
- An ability to influence others without direct authority.
- Entrepreneurial mindset and the drive to build a business.
- An inclusive leader with a keen interest in developing diverse and underrepresented talent.
Benefits
- A premier flexible work environment (a combination of on-site & remote work) supporting our employees in their pursuit of a healthy work-life balance
- Competitive health & dental benefits plan
- Market-leading pension plan
- Competitive time off policy
- External education & tuition reimbursement programs
- Employee & Family Assistance Programs
- An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusion
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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