Josh Welter
Cash Application Associate at Wilson Elser
- Role
- Syndicate Operations Gcm Finalization Specialist at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Josh Welter
Recent graduate from Florida State University with a Bachelor’s degree in Finance with…
Experience
Syndicate Operations Gcm Finalization Specialist
Mar 2026 — Present · New York, NY, US
Support the finalization of Equity and Debt Capital Markets transactions, including IPOs, secondary offerings, and corporate debt issuancesRecord and reconcile deal revenue, receivables, payables, and related balance sheet items across North AmericaMaintain and review deal terms, pricing structures, and fee arrangements to ensure accurate accounting treatmentPerform daily balance sheet reconciliations and monitor cash movements related to underwriting activityPartner with Investment Banking, GCM, Finance, and Legal teams to ensure timely and accurate deal closureCoordinate expense settlements and cash collections with syndicate banksContribute to risk management and process accuracy across high value, time sensitive transactions
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