Associate/Vice President - Integrated IPO Solutions
About The Position
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 ethics. Morgan Stanley can provide a superior foundation for building a professional career; a place for people to learn, to achieve and prosper. Morgan Stanley's Strategic Client Management group plays a pivotal role in driving Morgan Stanley’s Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management, Institutional Securities, and Investment Management to enhance client outcomes while driving revenue and asset growth. Position Summary The Integrated IPO Solutions Associate/Vice President will support Strategic Client Management’s Integrated IPO Solutions team, which partners closely with Investment Banking, Global Capital Markets, and Morgan Stanley at Work to deliver a full suite of IPO Support Services to corporate clients. In addition, the Integrated IPO Solutions team manages the Firm’s Directed Share Program (DSP) business. DSPs are corporate plans that enable issuers to allocate IPO shares to key constituencies, including employees, friends and family, and business associates. This role offers exposure to IPO transactions and the opportunity to work with senior stakeholders across the Firm on client engagements, transaction coordination, and the execution of DSPs.
Requirements
- Bachelor’s degree required
- 3-6 years of relevant industry experience in investment banking, capital markets, or related financial services roles
- Results-orientated with the ability to perform in a fast-paced, transaction-driven environment
- Strong organizational and project management skills with the ability to manage multiple priorities and deadlines
- Team-oriented with strong interpersonal skills and the ability to collaborate effectively across business units
- Strong attention to detail with excellent written and verbal communication skills
- Ability to think strategically and contribute to client solutions in a dynamic and evolving team environment
- Proficiency in Microsoft Office (Word, Excel and PowerPoint)
- FINRA Series 7 and 63 (or ability to obtain)
Nice To Haves
- Experience supporting capital markets transactions, IPO processes, or corporate client engagements preferred
Responsibilities
- Participate in client pitches and meetings and document discussion points and follow-up actions
- Prepare customized client presentations and materials, ensuring accuracy of data, messaging, and formatting
- Maintain IPO pipeline reporting, transaction tracking, and internal dashboards to support deal coordination and management reporting
- Assist in the design, administration, and execution of DSPs, including coordination across internal stakeholders
- Coordinate with Legal to document DSP jurisdictional guidance and maintain relevant regulatory and reference materials
- Partner with Wealth Management Technology on DSP website functionality, platform enhancements, and user experience
- Support DSP reinvestment initiatives and related program development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
