WM Syndicate Associate
$70k - $115kMorgan Stanley
Morgan Stanley Wealth Management (MSWM), a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Morgan Stanley Wealth Management Capital Markets is a global leader, providing individuals, corporations, and governments around the world with a wide range of services. The Syndicate Associate supports the distribution and execution of syndicate products within the advisor and digital-direct channels. Products include equity offerings, fixed-income securities, and municipal bonds. This position reports directly to the Head of Capital Markets Syndicate. The primary responsibility is to support the Manager of Syndicate Distribution in all aspects of the function, including deal setup and execution, field support, correspondence and communications, distribution analysis, and the maintenance of documentation and media. Candidates should have a strong understanding of global financial markets, including fixed income, equities, and structured products. The fast-paced, high-intensity environment requires the ability to analyze and interpret complex information from multiple sources in a timely manner. 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, among others. Perform project management and business optimization; interface with senior management; ensure efficient and accurate deal marketing, setup, and execution; and support compliance, risk, and regulatory management. Contribute to the development and enhancement of product-line distribution. Qualifications 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 Series 7 and 63 required or willing to get licensed
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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 into your browser. Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. 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: #J-18808-Ljbffr Morgan Stanley- We are seeking a highly motivated Associate to join our Global Private Credit Syndicate team, which sits within J.P. Morgan's Corporate & Investment Bank (CIB). J.P. Morgan is a market-leading provider of private credit financing solutions, partnering with private credit...Suggested
- Job DescriptionThe Syndication Loans Associate will work directly with the Head of Loan Syndications and the rest of the Loan Syndications Group and will be responsible for arranging, structuring, negotiating, syndicating and otherwise executing club syndicated lending...Suggested
- ...Job Responsibilities Run syndication processes for private credit financing transactions from launch through allocation and close. Act... ...capabilities, and skills 3+ years of experience, ideally at the associate level. Background in investment banking, capital markets, private...Suggested
- ...We are seeking a highly motivated Associate to join our Global Private Credit Syndicate team, which sits within J.P. Morgan's Corporate & Investment Bank (CIB). J.P. Morgan is a market-leading provider of private credit financing solutions, partnering with private credit...Suggested
$100k - $130k
...in public and private fixed income and private assets, including private equity and real estate. Visit us at to learn more. The Syndicated Bank Loan Closer is responsible for managing the end-to-end settlement process of primary and secondary syndicated loan trades. This...SuggestedTemporary workWork at officeLocal area3 days per week- ING Americas in New York seeks an Associate to support Capital Markets & Advisory, Loan Distribution Group. The role requires staying on top of market trends, advising on syndication structures, and coordinating the execution of syndicated loans with internal and external...
$140k - $185k
...,000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Syndication Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities...Full time- ING Financial Services LLC in New York City seeks an Associate for Capital Markets & Advisory within the Loan Distribution Group to originate, structure and execute syndicated loans and provide market updates to stakeholders. You will collaborate with sector teams to craft...
$70k - $115k
Role Description Work as a member of the Equity Derivative Solutions (“EDS”) team within WM’s Investment Solutions group. Partnering with the equity division, the EDS team primarily helps to deliver hedging and monetization solutions to high net‑worth clients that hold...Temporary work- A leading global financial services firm is looking for a motivated Associate to join the Global Private Credit Syndicate team in New York. The role involves running syndication processes for private credit financing transactions and managing investor relationships, with...
- Fairygodboss in New York is seeking an experienced finance professional to manage syndication processes for private credit transactions effectively. You will coordinate closely with various teams for successful execution and investor communication. The ideal candidate should...
$140k - $185k
A financial services firm located in New York is seeking a Syndication Associate who will support deal teams in structuring, pricing, and distributing syndicated transactions. The ideal candidate should have a Bachelor's degree in Finance or a related field, strong analytical...$63k - $120k
...Role Description SMBC is looking for a full-time Analyst or Associate to join the Middle Office function for Loan Capital Markets (... ...in a corporate bank or other financial institution including syndications team is preferred Education: BA / BS required Understanding...Full timeWork experience placementWork at officeLocal areaWork from homeWorldwide$150k - $200k
A leading global financial services firm in New York is seeking an Associate for their Municipal Securities Division. The role involves providing analytical support for bespoke financing structures, collaborating with various teams, and developing marketing materials. Candidates...$130k - $150k
...We are seeking a highly motivated Investment Operations Senior Associate to join our New York-based Operational Excellence team.In this... ...experience supporting bank loan operations, private credit, syndicated loans, fixed income, structured products, or alternative investments...Full timeTemporary workWork experience placementWork at officeFlexible hours$160k - $180k
Job DescriptionWhat is the opportunity?An Associate in Consumer Corporate Banking will support the structuring, execution, administration... ...through closing and ongoing monitoringStructure and monitor syndicated and bilateral loan transactionsConduct financial analysis and...Full timeFlexible hours$116k - $137k
...underwriting operations stackOversee operational execution of firm-commitment underwriting from due diligence through settlement, including syndicate activity and co-manager arrangementsPartner with Compliance, Finance, and Operations to ensure accurate reporting, regulatory...Work at officeFlexible hoursShift work$110k - $135k
Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING: In the Americas, ING’s Wholesale Banking division... ...:Partner with Portfolio Management, Sectors, Finance, Risk, Syndication and Capital Management to understand reporting needs, source inputs...Full timeWork at officeWork from home- ...expertise, scale, and technology.Job DescriptionJob Title: Senior Associate, Loan OperationsLocations: Union, NJ (Hybrid), New York, NY (... ...Make an ImpactSupport the settlement process of primary loan syndications and secondary loan trades, including funding and...Ongoing contractFull timeWork at office
- ...A leading global law firm is seeking a Secondaries-focused Associate to join its expanding Investment Funds practice, with opportunities... ..., stapled primaries, tender offers, and co-investment syndications is essential, along with advising secondary buyers and sellers...Work from homeFlexible hours
$175k - $225k
...you’ll do in the role: Morgan Stanley & Co. LLC is seeking an Associate, Banking in New York, New York to work with regional and international... ...Reporting Standards (IFRS);Capital IQ;rating agency and syndicated debt process;investment banking procedures;corporate finance...Temporary workWorldwide- Wealth Management Solutions, Portfolio Management Associate (Trade Coordination)Location: 270 Park Avenue, New YorkBusiness: Asset & Wealth... ..., and client/account impact.Create, communicate, and syndicate a trade plan that accounts for sequencing, liquidity, and adherence...
$96.4k - $160.6k
...financial institutions in order to grow LSE’s business. The senior associate is also expected to collaborate with the broader capital... ...relationships with treasurers, heads of funding, origination and syndication professionals, capital markets lawyers and investors to drive...Full timePart timeInternshipLocal area$160k - $180k
Job DescriptionWhat is the opportunity?The Associate, Corporate Banking - Power, Utilities and Infrastructure (“PU&I”) candidate will... ...and closing process (including assistance related to loan syndications, pipeline management and strategy)Assist in relationship coverage...Full timeWork experience placementFlexible hours$120k - $135k
...and providing expert guidance to advance business strategy.This Associate-level role will provide business management support for the US... ...to our investment bankers, capital market transactors and syndicate desk professionals within the US Corporate & Investment Banking...Full timeRemote work$230k - $270k
...Markets & Advisory | Global Capital Markets – ABS | Vice President, Syndicate | NYC About ING : In the Americas, ING’s Wholesale... ...services; student debt assistance; and subsidies for expenses associated with commuting and fitness. ING is a committed equal...Work at officeWork from home$85k - $160k
YOUR IMPACTAre you an exceptional Associate ready to tackle the most critical strategic questions for a rapidly expanding global business?... ...Wealth Management that provides support and guidance to the Senior WM Executives, Regional Management Teams, Private Wealth Advisors,...Full timeTemporary workPart timeShift work$175k - $200k
...community, facilitating diligence, advising on optimal capital structures, negotiating transaction terms, and ultimately filling the syndicate. We raise bespoke solutions across the capital stack—including common equity, preferred equity, and structured solutions—across...Full time- ...Loan Agency roles. This position manages all aspects of Agency transactions, including funding coordination and lifecycle events in syndicated loans, while ensuring compliance with credit agreements. Benefits include competitive salary, comprehensive health benefits, and...
$185k - $200k
...hold positions of up to $700 million. We also underwrite and syndicate senior credit facilities and a proprietary suite of GOLD (unitranche... ...seamless execution.Position Responsibilities The Analyst / Associate will work with junior and senior underwriters in reviewing new...Full timeWork at office
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