Jobs
>
New York City

    Liability Management - New York, NY, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley New York, NY, United States

    57 minutes ago

    Default job background
    Full time
    Description

    Morgan Stanley Investment Management (MSIM"), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.

    5 trillion in assets under management or supervision as of December 31, 2023
    Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide

    The Morgan Stanley Private Credit (MSPC") Liability Management team is responsible for the negotiation, structuring, execution, and management of fund level financing solutions across a spectrum of different Direct Lending funds and separately managed accounts
    The VP/Executive Director - Liability Management will work in conjunction with the CFO of the direct lending platform and Head of Capital Markets on executing various financing solutions including securitizations, subscription-lines, corporate revolvers, asset-based facilities, unsecured bonds, and other bespoke financing solutions for various direct lending funds


    Job Description:

    • Leading the negotiating, structuring, executing, and documenting of new/amended secured credit facilities for MSPC including, but not limited to Collateralized Loan Obligations (CLO"), Corporate Revolvers, Asset Based Credit Facilities, Subscription/Capital Call Facilities, warehouse transactions, and rated note structures
    • Working with liability management team to ensure liquidity and capacity analysis across various MSPC funds to fund new investments as well as existing obligations
    • Liaise with MSPC finance team to explain accounting implications of new or amended financing arrangements on fund performance
    • Preparing internal documentation and presentations, as necessary, including board approval presentations for new and amended transactions
    • Coordinate with rating agencies to obtain relevant issuer or portfolio company ratings or credit estimates
    • Work with liability management team, including Head of Capital Markets, to conduct research on competitors' debt capital market transactions such as covenants, pricing, and terms
    • Research and develop new product ideas related to new and existing business initiatives
    • Mentor junior staff across Finance and Middle Office to help develop their knowledge and skillset pertaining to Structured Products
    • Prepare adhoc analysis and reports as requested by senior management or Fund LPs
    • Bachelor's Degree; preferably in Finance, Accounting, or Economics
    • 10+ years of experience in financial industry, preferably in finance or accounting
    • Minimum 7 years direct experience in a structured products position at another private credit direct lender or in a structuring and/or lending capacity at a CLO arranging bank that provided financing and/or CLO arranging to the middle market private credit industry
    • Experience with leverage facility loan documentation
    • Experience with private credit direct lending terms, concepts, underwriting, risk and return dynamics in order to explain our strategy to leverage providers
    • Strong analytical, negotiation, problem solving, written and verbal communication skills
    • Strong financial modeling skills
    • Strong academic record with prior experience working in an analytical and team environment
    • Ability to work independently with demonstrated strong time management skills
    • High level of accountability and ability to effectively prioritize tasks

    Wage Transparency Statement:
    Expected base pay rates for the role will be between $150,000 and $275,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence
    Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools
    We want to be the first choice for prospective employees
    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law
    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
  • Intact Financial Corporation

    Underwriter - Management Liability

    1 week ago

    Intact Financial Corporation New York, United States

    Evaluate risks, develop relationships with producers, process underwriting decisions, and stay up-to-date on industry trends. Bachelor's degree preferred with underwriting experience in specialty line of business. · ...

  • Zurich Insurance Company Ltd.

    Senior Management Liability Underwriter

    1 week ago

    Zurich Insurance Company Ltd. New York, NY, United States

    Zurich E&S Financial Lines is currently looking to hire an experienced Senior Underwriter to join our Wholesale Public, Management Liability team We have the flexibility to hire in New York City, Chicago, or Atlanta. This role is dedicated to the wholesale broker channel and is a ...

  • Natixis Corporate & Investment Banking

    Asset Liability Management Specialist

    6 days ago

    Natixis Corporate & Investment Banking New York, United States

    Job Description · Natixis is looking for an Asset Liability Management (Director-level) to join the CIB Americas Asset Liability Management ("ALM") team. ALM produces analyses on Liquidity, Balance Sheet & Capital and IRRBB and for the Americas Asset Liability Committee ("Americ ...

  • Groupe BPCE

    Asset Liability Management Specialist

    6 days ago

    Groupe BPCE New York, United States

    Poste et missions · Natixis is looking for an Asset Liability Management (Director-level) to join the CIB Americas Asset Liability Management ("ALM") team. ALM produces analyses on Liquidity, Balance Sheet & Capital and IRRBB and for the Americas Asset Liability Committee ("Amer ...

  • Crédit Agricole CIB

    Analyst/Associate, Liability Management

    6 hours ago

    Crédit Agricole CIB New York, United States

    Summary · This position plays a key role in the origination and execution of liability management and bond transactions. · Key Responsibilities · Focus is liability management and bond transaction execution; which involves guiding a deal through the internal approval processes fr ...

  • Crédit Agricole CIB Limited

    Analyst/Associate, Liability Management

    1 week ago

    Crédit Agricole CIB Limited New York, United States

    Summary · This position plays a key role in the origination and execution of liability management and bond transactions. · Key Responsibilities · Focus is liability management and bond transaction execution; which involves guiding a deal through the internal approval processes ...

  • Axis

    Senior Claims, Management Liability

    1 week ago

    Axis New York, United States

    This is your opportunity to join AXIS Capital a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an en ...

  • Zurich Insurance Company

    Senior Management Liability Underwriter

    1 week ago

    Zurich Insurance Company New York, United States Full time

    Zurich E&S Financial Lines is currently looking to hire an experienced Senior Underwriter to join our Wholesale Public, Management Liability team We have the flexibility to hire in New York City, Chicago, or Atlanta. This role is dedicated to the wholesale broker channel and is a ...

  • Spotify

    Operations Manager, Platform Liability

    6 days ago

    Spotify New York, United States Permanent

    Spotify's Legal team is growing. We're facing innovative challenges that mirror the ground-breaking industry and product at the heart of our company. As we've expanded into more than 175 countries and our company has grown tremendously, we find ourselves facing new and interestin ...

  • Westfield

    Senior Underwriter, Management Liability

    1 week ago

    Westfield New York, United States

    Job Description · The Senior Underwriters are responsible for underwriting a complex book of business, employing the methods necessary to meet projected profitability, GWP, and expense goals, management and growth of the overall portfolio of business, implementing proper underwr ...

  • Conning & Company

    Analyst - LDI & Asset-Liability Management

    1 week ago

    Conning & Company New York, United States

    Analyst - LDI & Asset-Liability Management: · Build LDI strategies that help pension plans lock-in funding improvements and reduce investment risk · Liability Driven Investing strategies. · Maintain and develop Conning's Conning360 Institutional Solutions Portal ReactJS web ap ...

  • Crédit Agricole CIB Limited

    DCM Liability Management Analyst/Associate

    5 days ago

    Crédit Agricole CIB Limited New York, United States

    Vacancy details · General information · Entity · About Crdit Agricole Corporate and Investment Bank (Crdit Agricole CIB) · Crdit Agricole CIB is the corporate and investment banking arm of Crdit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet s ...

  • Crédit Agricole CIB

    DCM Liability Management Analyst/Associate

    5 days ago

    Crédit Agricole CIB New York, United States CDI

    Job description · Business type · Types of Jobs - Others · Job title · DCM Liability Management Analyst/Associate · Contract type · Permanent Contract · Job summary · Summary · Playing a key role in the origination and execution of liability management and bond transactions ...

  • Citi

    Asset/Liability Optimization Senior Group Manager

    1 week ago

    Citi New York, NY, United States

    Citibank, N.A. seeks an Asset/Liability Optimization Senior Group Manager for its New York, New York location. · Duties: Work with Liquidity Management Services (LMS) Product Teams, Treasury, and Finance functions in order to establish strategy. Work with regional teams to set t ...

  • Questor Consultants, Inc.

    Claims Manager, Auto Liability

    5 days ago

    Questor Consultants, Inc. Woodside, United States

    Job Description · Job DescriptionInsuranceCompany Client is looking for an experienced Auto Liability Claims Manager towork in their Queens, NY office. The ideal candidate will have 8-10years' experience, carrier background, and some people managementexperience. Duties will inclu ...

  • Argo Group

    Senior Underwriter, Commercial Private Management Liability

    2 weeks ago

    Argo Group New York, United States

    Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry. · Our flexible workplace is continuous ...

  • HUB International

    Account Executive

    23 hours ago

    HUB International New York, United States

    HUB International Limited ("HUB") is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 750 offices thro ...

  • Cayuga Centers

    Director of Contracts, Liability, and Insurance

    2 hours ago

    Cayuga Centers New York, United States

    Shift: First Shift · **Cayuga Centers is hiring immediately for a** · **Director of Contracts, Liability, and Insurance** · **Location: New York, NY** · **Pay: $80,000 to $85,000/annually** · **About Cayuga Centers** · Cayuga Centers is an accredited non-profit, human services ag ...

  • ASCOT GROUP

    Underwriting Specialist, General Liability

    2 hours ago

    ASCOT GROUP New York, United States

    This is an opportunity to join Ascot Group - one of the world's preeminent specialty risk underwriting organizations. · Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we're bound by a common mission and purpose. Our g ...

  • Exelon Corporation

    Claims Case Manager

    6 days ago

    Exelon Corporation Newark, United States

    **Description** · We're powering a cleaner, brighter future. · Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stro ...