Senior Liquidity Transactions Specialist - South Jordan, United States - Morgan Stanley

Morgan Stanley South Jordan, United States

3 weeks ago

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 Senior 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 strategic client solutions, deal lifecycle management, identifying product solutions, and leading operational execution for private company liquidity events.

Additionally, this position will guide and mentor a team of transaction specialists ensuring core processes are efficient and effective at promoting strategic client outcomes.

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:
Directly lead deal planning and execution for private company liquidity events
Manage communication with senior decision makers at client companies and law firms
Serve as a Sr. project manager overseeing deal requirements, timelines, and reporting
Coordinate client coverage and deal pipeline management directly with Liquidity Sales
Leverage Client Success Management to augment support for liquidity events
Successfully deliver client based liquidity solutions to enhance overall client relationship
Partner with product and development teams to enhance liquidity product offerings
Identify automation opportunities to drive scale and reduce risk for liquidity business
Proactively identify operational issues and drive business wide solutions
Provide training and mentorship to Liquidity Transaction Specialists

Qualifications:
Bachelor's degree required
5-8 years experience in capital markets, banking or financial services
Previous experience supporting financial software based solutions
Ability to project manage complex events
Ability to work through ambiguity and drive clarity for your team and stakeholders
Ability interpret legal documentation, equity plan documents, and tax guidance
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
Certified Equity Professional (CEP) 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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