FID, Securitized Products Group, CLO Syndicate, Associate/VP
About The Position
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. 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.
Requirements
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
