Morgan Stanley · 4 months ago
FID, Securitized Products Group, CLO Syndicate, Associate/VP
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and wealth management services. The CLO Syndicate Associate/VP will play a key role in the execution, pricing, and distribution of US Collateralized Loan Obligation (CLO) transactions, coordinating with various teams to manage deal logistics and investor communication.
Asset ManagementFinanceFinancial ServicesLending
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
Qualification
Required
3–6 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
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
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