FID, Securitized Products Group, CLO Syndicate, Associate/VP jobs in United States
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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

CLO experienceLeveraged financeStructured creditCLO structuresTransaction managementAnalytical skillsSeries 7Organizational skillsCommunication skills

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

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)
Company data provided by crunchbase