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

Morgan Stanley South Jordan, United States

4 weeks ago

Show more Collapse job

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 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 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).

#J-18808-Ljbffr

We have other current jobs related to this field that you can find below

Senior Liquidity Transactions Specialist

6 days ago

Morgan Stanley South Jordan, United States

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 th ...
Liquidity Transactions Specialist/Analyst

6 days ago

Morgan Stanley South Jordan, United States

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 th ...
Senior Liquidity Transactions Specialist

4 weeks ago

Morgan Stanley South Jordan, United States

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 th ...
Operations Specialist

1 week ago

Idex Corporation West Jordan, United States

Job Information · IDEX Operations Specialist in West Jordan, Utah · If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can ap ...
Business Deposit Specialist

1 day ago

Cyprus Credit Union West Jordan, United States

Job Description · Job DescriptionWe are hiring a Business Deposit Specialist. Do you have a strong work ethic and embody what credit unions stand for? Are you interested in starting a career with an exciting and respected financial institution that offers opportunities for comrad ...
BSA/AML Investigator

2 weeks ago

BankTalent HQ Midvale, United States

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the 'Best Banks to Work For ...
Accounting Specialist I or II

4 days ago

Intermountain Healthcare Midvale, United States

Job Description: · The Accounting Specialist is responsible for processing source data/documents while performing routine, repetitive, and detail-oriented accounting, payroll, accounts payable, revenue cycle, and reimbursement (hereafter, and collectively referred to as 'account ...
Accounting Specialist

1 week ago

Intermountain Healthcare Midvale, United States

Job Description: · The Accounting Specialist is responsible for processing source data/documents while performing routine, repetitive, and detail-oriented accounting, payroll, accounts payable, revenue cycle, and reimbursement (hereafter, and collectively referred to as 'account ...
National Wholesale Vehicle Specialist

1 day ago

Summit Fleet Midvale, United States

Job Description · Job DescriptionJob SummaryThe National Wholesale Vehicle Specialist will optimize the use of dealer direct sales channel to handle the sale of wholesale vehicles direct to licensed vehicle dealers as well as assist in other remarketing/fleet responsibilities. · ...
Retail Department Specialist

3 days ago

C-A-L Ranch Stores Draper, United States Full time

Job Description · Job DescriptionDrive customer loyalty & assist with associate development for greater knowledge and customer engagement. The department specialist must complete all required training to be promoted to this position. Department Specialist is a full time-position ...
Finance Operations Specialist, Billing

1 day ago

Tesla Draper, United States

The Finance Operation Specialist will report directly to the Finops Supervisor and will assist in the day-to-day activities and various responsibilities pertaining to customer billing, cash application, investigation, reconciliation, and reporting within the organization. The ide ...
Finance Operations Specialist, Billing

20 hours ago

Tesla Draper, United States

The Finance Operation Specialist will report directly to the Finops Supervisor and will assist in the day-to-day activities and various responsibilities pertaining to customer billing, cash application, investigation, reconciliation, and reporting within the organization. The ide ...
supply systems analyst

1 week ago

Army National Guard Units Draper, United States

Summary This National Guard position is for a SUPPLY SYSTEMS ANALYST (TITLE 32), Position Description Number D and is part of the G4 located in Draper UT, with the Utah Army National Guard. IAW UTNGR dated AUG 2022 and LIUNA-UTARNG CBA dated 11 OCT 2022, Priority will be given to ...
Supply Technician

1 week ago

Army National Guard Units Draper, United States

Summary This National Guard position is for a Supply Technician (Title 32), Position Description Number D and is part of the CSMS located in Draper UT, with the Utah Army National Guard. This vacancy is RESTRICTED to current military members of the Utah Army National Guard. The s ...
Supply Technician

4 weeks ago

Army National Guard Units Riverton, United States

Summary This National Guard position is for a Supply Technician (Title 32), Position Description Number D and is part of the UTES located in Bluffdale UT, with the Utah Army National Guard. This vacancy priority is those who are current military members of the Utah Army National ...
Operations Specialist

2 weeks ago

IDEX West Jordan, United States

Job Information · IDEX Operations Specialist in West Jordan, Utah · If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can ...
Compliance Testing Specialist, Invest

2 weeks ago

SoFi Midvale, United States

Employee Applicant Privacy Notice · Who we are: · Shape a brighter financial future with us. · Together with our members, we're changing the way people think about and interact with personal finance. · We're a next-generation financial services company and national bank using ...
Real Estate Sales Specialist

4 days ago

Bustos & Reardon Real Estate Cottonwood Heights, United States

Job Description · Job DescriptionJoin Our Real Estate Team and Elevate Your Career · Are you ready to thrive in a rewarding real estate career? Our seasoned team is seeking Real Estate Sales Specialists to join us. Whether you're new to the industry or an experienced agent, joini ...
Real Estate Sales Specialist

4 days ago

Bustos & Reardon Real Estate Cottonwood Heights, United States

Job Description · Job DescriptionJoin Our Real Estate Team and Elevate Your Career · Are you ready to thrive in a rewarding real estate career? Our seasoned team is seeking Real Estate Sales Specialists to join us. Whether you're new to the industry or an experienced agent, joini ...
Payroll Specialist

3 weeks ago

Avetta Lehi, United States

Join Avetta's Dynamic Team as a Payroll Specialist in Lehi, Utah · Are you ready to take your payroll expertise to new heights? Avetta is seeking a skilled Payroll Specialist to lead the charge in processing international and US payroll, managing compliance, and ensuring accuracy ...