Private Market Transaction Specialist at Morgan Stanley

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

165000.0

Posted On

25 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Client Interaction, Documentation, Risk Management, Stakeholder Reporting, Cross-Functional Coordination, Communication Skills, Presentation Skills, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SharePoint, Management Consulting, Financial Services, IPO Planning, Organizational Change Management

Industry

Financial Services

Description

Interface directly with clients to deliver high-touch, consultative experience, through the complexities of IPO planning, execution, and post-IPO transition Support the IPO process by leading end-to-end project management—developing tailored plans and documentation, coordinating across functions, ensuring transparent stakeholder reporting, managing risks, and delivering a consultative, client-focused experience that drives successful execution Build and maintain tailored artifacts such as project plans, runbooks, status reports, etc. to manage and execute client events, including maintain command and control of the needs for each unique project Work with all functional disciplines impacted by the project to ensure ‘end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project Document meeting minutes, follow up items, and maintain project charter Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed Provide mechanisms to capture & monitor remediation of any potential risks Enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control Develop understanding of complex public company deal structures BS/BA degree required. Advanced degrees a plus A minimum of 3 years of related professional experience in project management FINRA Series 7 and FINRA Series 63 Licensing Experience with the Shareworks and/or Equity Edge Online Platforms a plus Professional experience in management consulting or financial services industry, knowledge of corporate actions preferred Occasional travel may be required Experience managing major organizational change programs, such as merger integrations, corporate restructure, and corporate actions Proven ability to manage delivery/execution of a wide range of tasks and initiatives Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders Ability to lead and influence cross-functional teams where there is no direct reporting chain Experience supervising staff, including managing workflow, performance evaluations, and providing feedback Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management Independent self-starter who can manage multiple activities to aggressive deadlines Eagerness to learn the business and understand detailed business requirements Highly skilled in Microsoft Excel, PowerPoint, Word, and SharePoint You are a cultural addition to our team, and bring a diverse perspective Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $120,000 and $165,000 per year at the commencement of employment. 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.

Responsibilities

The Private Market Transaction Specialist will interface directly with clients to provide a consultative experience throughout the IPO process. This includes leading project management efforts, coordinating across functions, and ensuring comprehensive documentation and stakeholder reporting.