What are the responsibilities and job description for the CLO Warehouse Lending, Securitized Products Group, Fixed Income Division - Analyst/Associate position at Morgan Stanley?
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 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 Warehouse Lending Analyst/Associate will play a key role in origination, negotiation, execution and risk management of US CLO warehouse lending facilities, both for broadly syndicated loan (BSL) CLOs and middle market / private credit CLOs. In this role, this professional will directly interface with clients as well as internal stakeholders such as Credit, Legal, Asset Management and Sales. This professional will be a core member of a team that originates and risk manages a large and dynamic book of warehouse loans that support clients’ aggregation of BSL or middle market / private credit loans in anticipation of securitizations. Additionally, this position will have the opportunity to contribute to advancing new lending structures in both the BSL and middle market / private credit warehouse functions.
Key Responsibilities
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $125,000 per year at the commencement of employment for Analyst, and between $150,000 and $200,000 per year at the commencement of employment for Associate. 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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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 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 Warehouse Lending Analyst/Associate will play a key role in origination, negotiation, execution and risk management of US CLO warehouse lending facilities, both for broadly syndicated loan (BSL) CLOs and middle market / private credit CLOs. In this role, this professional will directly interface with clients as well as internal stakeholders such as Credit, Legal, Asset Management and Sales. This professional will be a core member of a team that originates and risk manages a large and dynamic book of warehouse loans that support clients’ aggregation of BSL or middle market / private credit loans in anticipation of securitizations. Additionally, this position will have the opportunity to contribute to advancing new lending structures in both the BSL and middle market / private credit warehouse functions.
Key Responsibilities
- Lead warehouse negotiations with clients and coordinate across internal stakeholders, including Structuring, Distribution, Credit, Legal, and others.
- Present to senior management on key transaction terms, expected returns, market developments, and other factors as part of the approval process for new transactions.
- Manage existing risk in partnership with Asset Management and the Loan Trading desk, and proactively assess the potential impact of market and geopolitical events on the portfolio.
- Collaborate with colleagues across the broader Corporate Credit Complex, including CLOs, direct lender finance, and First Outs lending, in both the U.S. and Europe to evolve the product offering in response to client needs.
- Lead the management of projections and pipeline forecasts for internal stakeholders, including partnering with the COO team to deliver treasury-aligned risk insights and clear forecasting.
- Partner with the team to ensure compliance with regulatory requirements and internal risk protocols.
- 2 years of experience in finance, preferably in one or more of the following areas: secured lending, securitized products, or sales and trading
- Proven ability to manage complex transactions and coordinate across multiple stakeholders under tight deadlines
- Excellent analytical, organizational, and communication skills
- Strong interest in working in a collaborative, team-oriented environment
- Series 7, 63, 79 required
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $125,000 per year at the commencement of employment for Analyst, and between $150,000 and $200,000 per year at the commencement of employment for Associate. 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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Salary : $110,000 - $125,000