WM Syndicate Associate

Morgan Stanley•New York, NY

18h•Onsite

About The Position

Morgan Stanley Wealth Management (MSWM) is a global leader in wealth management, offering a wide array of products and services including brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust services. The Syndicate Associate role is within the Capital Markets Syndicate team, supporting the distribution and execution of syndicate products across advisor and digital-direct channels. These products encompass equity offerings, fixed-income securities, and municipal bonds. The position reports directly to the Head of Capital Markets Syndicate and primarily supports the Manager of Syndicate Distribution in all facets of the function, including deal setup and execution, field support, correspondence, distribution analysis, and documentation maintenance. The role requires a strong understanding of global financial markets (fixed income, equities, structured products) and the ability to thrive in a fast-paced, high-intensity environment, analyzing complex information from multiple sources promptly.

Requirements

Bachelor’s degree.
Understanding of the financial services industry and global capital markets.
Strong analytical skills, including the ability to review companies and offerings for retail distribution.
Strong oral and written communication and presentation skills.
Team-oriented professional with strong interpersonal skills and the ability to work with professionals at various levels of management.
Excellent organizational skills, with the ability to manage multiple tasks and meet assigned deadlines.
High energy and the ability to work effectively in a cross-functional environment with multiple concurrent challenges.
Management experience, with the ability to lead by example, remove obstacles affecting staff, foster positive morale, maintain an open-door and direct-communication approach, and delegate effectively.
FINRA Series 7 and 63 required or willing to get licensed.

Responsibilities

Manage all aspects of the marketing, distribution, and execution of equity and fixed-income offerings, excluding municipal securities, for MSWM’s retail network of financial advisors.
Support product offerings including equities, preferred securities, corporate bonds, closed-end funds, and medium-term notes.
Perform project management and business optimization.
Interface with senior management.
Ensure efficient and accurate deal marketing, setup, and execution.
Support compliance, risk, and regulatory management.
Contribute to the development and enhancement of product-line distribution.