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Lead and grow R&D and energy tax credit engagements (R&D credits, ITC/PTC, PWA), manage projects and teams, perform tax technical analysis and quality review, drive business development, produce documentation and client reporting, mentor staff, and use advanced data tools (Excel, Power BI, Alteryx).

Support the Securities Lending Trading Desk by managing recalls, buy-ins, returns, collateral optimization, substitutions, exposure and rate changes. Liaise between front and back office to resolve breaks, produce internal reporting, analyze processes, and recommend operational improvements. Provide client service and ensure trades settle accurately and on time.

Manage the full credit lifecycle for Trade & Working Capital transactions, overseeing deal structuring, approvals, implementation, and ongoing portfolio monitoring. Partner with Relationship Managers, Credit, Legal, Operations, and Sales to ensure policy compliance, resolve exceptions, produce portfolio reporting and analytics, identify and escalate risks, support audits/regulatory exams, and drive portfolio growth and governance.

Establish and optimize credit and underwriting strategies for consumer loan programs, analyze portfolio risk and performance, forecast losses under varied conditions, design KPIs across fraud/credit/collections, perform advanced data analytics to inform origination, pricing, and loan amount decisions, and maintain risk policy documentation.

Support marketing, distribution, and execution of equity and fixed-income offerings for Morgan Stanley Wealth Management advisors. Handle deal setup, execution, distribution analysis, field support, documentation, compliance coordination, and product-line enhancement in a fast-paced capital markets environment.

Partner with Investments, Fund Management, Portfolio Management, Operations, and Finance to structure, market, negotiate, and close domestic and international financing transactions. Build financial models, manage loans and maturities, coordinate due diligence and KYC, report covenant metrics, support investor due diligence, develop lender relationships, and assist with fundraising and ad-hoc growth initiatives.

Join a new Private Equity Secondaries team to source, underwrite, and execute GP-led secondary and continuation vehicle transactions in the lower middle market. Responsibilities include due diligence, bottoms-up LBO and financial modeling, portfolio company quality-of-earnings and KPI benchmarking, GP relationship mapping, preparing IC-ready investment memoranda, and assisting with legal documentation review and cross-team collaboration.

Lead fiduciary, investigative, and restructuring engagements: administer bankruptcy estates and receiverships; support litigation and forensic investigations; advise on restructurings and workouts; build financial, liquidity, recovery, and distressed valuation models; analyze credit documentation and court filings; produce client-facing reports and pitches; maintain a watchlist of stressed companies and support business development.

Lead design, development, and production deployment of a bond analytics library for fixed income and structured products. Oversee model development, validation, and risk measurement (VaR, sensitivities, stress testing), ensure regulatory compliance, architect scalable quantitative libraries, collaborate with business and regulatory stakeholders, and mentor junior team members.

Lead Everest's private credit strategy and co-lead Alternatives, overseeing portfolio construction, manager selection, risk oversight, and performance across direct lending, ABF, structured and opportunistic credit. Partner with Risk and Finance on capital efficiency, liquidity, rating agency and regulatory matters. Build and mentor a high-performing team and represent Everest with external managers, sponsors, and industry participants.