Morgan Stanley
FID, Securitized Products Group, CLO Syndicate, Associate/VP
Morgan Stanley, New York, New York, United States, 10001
CLO Syndicate Associate/VP
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 1,200 offices in 43 countries. The Fixed Income Division is comprised of Commodities, Interest Rate and Currency Products, Credit Products, and Distribution. Professionals in the Division assess and actively manage 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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $150,000 and $200,000 per year at the commencement of employment for Associate, and between $225,000 and $250,000 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. 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).
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 1,200 offices in 43 countries. The Fixed Income Division is comprised of Commodities, Interest Rate and Currency Products, Credit Products, and Distribution. Professionals in the Division assess and actively manage 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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $150,000 and $200,000 per year at the commencement of employment for Associate, and between $225,000 and $250,000 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. 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).