Directed Share Program Execution Specialist

Morgan Stanley•New York, NY

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 (SCM) 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 (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth The IPO Support Services team within SCM is responsible for introducing the Firm’s WM offerings to our IPO clients, including Directed Share Programs (DSP), Equity Administration, Corporate Retirement Consulting and Corporate Cash Solutions. DSPs are corporate plans which allow IPO shares to be offered to constituencies important to an issuer (e.g., employees, friends and family, business associates, etc.). The IPO Support Services team works with our Investment Banking Coverage Officers and their corporate clients to design, administer and execute bespoke programs for their IPOs. Role Summary The DSP Execution Specialist will be responsible for executing DSPs for the Firm’s Investment Banking clients and performing other administrative and support duties. Additionally, they will be meaningfully involved in assisting the IPO Support Services team with day-to-day activities and strategic initiatives.

Requirements

3+ years related industry experience
Highly proficient with Microsoft Office Package
Ability to work under pressure and manage tight timelines
Rigorous attention to detail
Superior organizational, interpersonal and client service skills
Flexible, team player with the ability to think creatively and strategically
Excellent verbal and written communication and presentation skills
Series 7 and 63

Responsibilities

Work directly with issuers on DSP administration and execution
Develop relationships and collaborate with key DSP internal partners, e.g., legal and compliance, service center, operations, Financial Advisors, etc.
Coordinate with WM Technology on DSP website support and functionality
Manage DSP metrics and reporting and communications library
Assist with audit and compliance requirements
Support DSP reinvestment efforts and initiatives

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