Logo of Huzzle

Home

Matches

Explore

Manage

Global Capital Markets Leveraged Finance Analyst – New York

image

Morgan Stanley

1mo ago

  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • New York

AI generated summary

  • You need 1-2 years in Leveraged Finance/Investment Banking, strong analytical and communication skills, proficiency in Excel/Word/PowerPoint, and a relevant bachelor's degree. Series licensing required.
  • You will assist in underwriting, preparing marketing materials, and executing leveraged finance transactions, including investor outreach and data room management.

Requirements

  • 1-2 years of Leveraged Finance or Investment Banking experience
  • Extraordinarily high level of motivation, attention to detail, strong work ethic, and decision-making abilities
  • 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
  • Series licensing or must obtain upon joining (SIE, S79, S7, S63)

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

FAQs

What is the primary focus of the Global Capital Markets Leveraged Finance Analyst role?

The primary focus is to provide comprehensive and innovative financing advice to financial sponsors and non-investment grade corporate issuers, which includes underwriting financing packages, negotiating terms, and advising on capital structure.

What qualifications are required for this position?

Candidates should have 1-2 years of Leveraged Finance or Investment Banking experience, a Bachelor's degree, and strong skills in Excel, Word, and PowerPoint.

Is there a specific licensing requirement for this role?

Yes, candidates must obtain Series licensing (SIE, S79, S7, S63) upon joining.

What are the main responsibilities of the Leveraged Finance Analyst?

Responsibilities include assisting with underwriting, marketing, and execution of transactions, preparing marketing pitches and presentations, and supporting deal execution processes for leveraged loans, high yield bonds, and private credit transactions.

What types of financing products does the Leveraged Finance group offer?

The group offers a mix of products including high-yield bonds, leveraged loans, and private credit.

How does the firm support employee development and diversity?

Morgan Stanley is committed to maintaining a diverse workforce and offers comprehensive employee benefits, mentorship, and a culture valuing diverse perspectives and cross-collaboration.

What is the expected base pay for this position?

The expected base pay rates for the role will be between $110,000 and $125,000 per year, determined on an individualized basis.

What is the work culture like at Morgan Stanley?

The work culture is described as one that values integrity, excellence, collaboration, and diversity, with a strong focus on putting clients first and leading with exceptional ideas.

What qualities are emphasized for the ideal candidate?

The ideal candidate should be highly motivated, detail-oriented, possess strong analytical and communication skills, be a team player, and demonstrate the ability to perform under pressure.

Is there a possibility for bonuses or additional compensation?

Yes, in addition to the base pay, the total compensation package may include commission earnings, incentive compensation, discretionary bonuses, and other benefit programs.

image

Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.