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Fid – Securitized Products Group – CLO Syndicate – Associate/VP

Fid – Securitized Products Group – CLO Syndicate – Associate/VP

CompanyMorgan Stanley
LocationNew York, NY, USA
Salary$150000 – $250000
TypeFull-Time
Degrees
Experience LevelMid Level, Senior

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

Preferred Qualifications

    No preferred qualifications provided.