- Provide direct operational support to our Liquidity Transaction business
- Provide world-class customer service, solutions and support to senior-level decision makers at our client companies
- Serve as a project manager overseeing client driven requirements to support liquidity transactions
- Oversee complete deal execution process for liquidity events
- Create and improve operational processes and documentation for managing complex transaction processes
- Engage with external brokers and private company issuers on a regular basis to achieve optimal client outcomes and secure successful deal execution
- Work with Product and Development teams to enhance the product offering and create scale by working to improve automation of processes
- Proactively identify potential issues and work with team members and other internal stakeholders to find solutions
- Bachelor's degree required
- Passion for providing exceptional customer service
- Project management skills
- Ability to work through ambiguity and drive clarity of direction for your team and stakeholders
- Ability to read and interpret a variety of documentation, including legal documentation, equity plan documents, governmental regulations, and technical instructions
- Strong analytical background, attention-to-detail, and problem-solving skills
- Comfortable working in a fast-paced and evolving environment which includes ongoing learning and training opportunities
- Previous experience supporting software products is a plus
- Certified Equity Professional (CEP) program completion is an asset, but not required
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Liquidity Transactions Specialist/Analyst - South Jordan, UT, United States - Morgan Stanley
Description
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management servicesThe Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries
As a market leader, the talent and passion of our people is critical to our success
Together, we share a common set of values rooted in integrity, excellence and strong team ethic
Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow
A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture
Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry
We are looking for a Liquidity Transactions Specialist to join our Private Markets Client Solutions team and help write the next chapter with us
Based out of our South Jordan, Utah office this individual is responsible for providing world-class client service, deal management, product solutions, and operational support on private market liquidity transactions
This role will be critical in driving client success centric solutions for our private companies
You will have the opportunity to work and collaborate with sales, technology, and product teams to build the best possible software enabled client experience for our customers
Responsibilities:
Qualifications:
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)
