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Morgan Stanley

Global Capital Markets Leveraged Finance Associate – New York

Reposted One Month Ago
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In-Office
New York, NY, USA
150K-225K Annually
Senior level
In-Office
New York, NY, USA
150K-225K Annually
Senior level
Support leveraged finance underwriting, marketing, and execution for leveraged loans, high-yield bonds, and private credit transactions. Prepare financial analyses, pitches, presentations, and underwriting memos; coordinate investor outreach, roadshows, feedback tracking, data rooms, and deal allocations. Collaborate with corporate and sponsor clients, investment banking, sales and trading, and investors while managing deadlines and delivering accurate, high-quality work.
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When clients need capital, Global Capital Markets (GCM) responds with market judgments and ingenuity. Whether executing an IPO, a debt offering or a leveraged buyout, GCM integrates Morgan Stanley’s expertise in Sales and Trading and Investment Banking, offering clients seamless advice and sophisticated solutions. GCM originates, structures and executes public and private placement of equities, investment-grade and noninvestment-grade debt and related products. The group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. 

The Leveraged Finance (‘LevFin’) group sits within GCM and focuses on providing comprehensive and innovative financing advice to financial sponsors and non-investment grade issuers across industries. This includes advising clients on optimal capital structure, underwriting financing packages, negotiating terms and documentation, advising on execution considerations and distribution to the institutional syndicated market or private capital markets. LevFin offers a mix of products (HY bonds, leveraged loans, private credit) which help our clients facilitate LBO (‘Leveraged Buyout’) and M&A transactions, repurchase shares, refinance existing debt as well as provide them with working capital and liquidity. The Lev Fin group is made up of syndicate, industry coverage, private credit advisory and asset based lending. In addition to interacting with corporate and sponsor clients and investment banking, LevFin works closely with sales and trading and high yield and leveraged loan investors.

 

Our New York office is looking for a Senior Associate to join the Leveraged Finance Coverage / Origination team.

 

Primary Responsibilities:
- Assisting with underwriting, marketing, and execution of transactions
- Preparation of marketing pitches, review and formulation of financial analysis, client presentations, and deal underwriting memos
- Assist colleagues in all aspects of deal execution processes for leveraged loan, high yield bond and private credit transactions including investor outreach, roadshow scheduling, investor feedback tracking, data room maintenance, and primary deal allocations
- Extraordinarily high level of motivation, attention to detail, strong work ethic, and decision-making abilities
- History of taking ownership over processes, delivering strong outcomes on projects and deliverables 
- Excellent written and verbal communication skills and a positive attitude
- Strong interest in and understanding of Capital Markets and Investment Banking
- Analytical, quantitative, adaptive, hungry, a self-starter, a leader, a team player, a multitasker, and a results-oriented individual
- High proficiency in Excel, Word and PowerPoint 
- Commercial instinct and ability to perform under pressure and tight deadlines
- Interest in developing a career in Global Capital Markets
- Bachelor’s degree is required; MBA, CA, and/or CFA designation is an asset
- 2+ years of Leveraged Finance or Investment Banking experience as an Analyst and/or Associate, or relevant post-MBA experience 
- Series licensing or must obtain (SIE, S79, S7, S63)

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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $150,000 and $225,000 per year for Associate, 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: https://www.morganstanley.com/people-opportunities/eeo.

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Morgan Stanley New York, New York, USA Office

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Morgan Stanley New York, New York, USA Office

522 5th Ave, New York, NY, United States

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