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    Liquidity Transactions Specialist/Analyst - South Jordan, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley South Jordan, United States

    4 weeks ago

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    Description


    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

    The 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 Global Private Markets 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:
    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


    Qualifications:
    Bachelor's degree required. Internship experience within financial services, banking, capital markets strongly desired
    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.

    Legal degree not required
    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


    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).

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