Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.
As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.
The Fixed Income Division is comprised of Commodities Interest Rate and Currency Products Credit Products and Distribution. Professionals in the Division assess and actively manages risk trade securities and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets.
Position Description:
The CLO Syndicate Associate/VP will play a key role in the execution pricing and distribution of US Collateralized Loan Obligation (CLO) transactions. This professional will coordinate with structuring banking sales and trading teams to originate manage deal logistics investor communication and execution of new issue CLOs across broadly syndicated and middle market platforms.
Key Responsibilities:
Lead the day-to-day execution process for CLO new issues and resets/refis including timeline management bookbuilding and order allocation
Coordinate with CLO structuring legal and operations teams to ensure seamless transaction execution
Interface with investors and internal sales teams to communicate deal terms respond to inquiries and provide marketing materials
Maintain and update syndication books and order management systems
Analyze investor demand pricing dynamics and market color to support optimal tranche pricing and structure
Support the development of syndication strategies and distribution plans tailored to each transaction
Monitor primary CLO market conditions and contribute to internal and external market commentary
Work with the team to ensure compliance with regulatory requirements and internal risk protocols
Qualifications:
36 years of experience in CLOs leveraged finance or structured credit preferably in a syndicate banking or sales capacity
Strong understanding of CLO structures issuer and investor base and documentation
Proven ability to manage complex transactions and coordinate across multiple stakeholders under tight deadlines
Excellent analytical organizational and communication skills
Series 7 63 79 Required
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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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Expected base pay rates for the role will be between $150000 and $200000 per year at the commencement of employment for Associate and between $225000 and $250000 per year at the commencement of employment for Vice President. 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).
Required Experience:
Exec
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more