Private Markets Transaction Specialist, Vice President

Morgan Stanley•Alpharetta, GA

About The Position

Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Global Equity Solutions, Executive Services, Non-Qualified Deferred Compensation and Donor Advised Funds. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. Morgan Stanley Wealth Management is a business segment of Morgan Stanley, a global financial services firm and a market leader in investment banking, securities, and investment management and wealth management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. At Morgan Stanley at Work, we walk the talk. We have created an environment for employees to learn, achieve and grow – a place for people to build a career and thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges to deliver exceptional results. We believe amazing things happen when we work together in an environment where everybody has a true sense of belonging where their ideas are heard. 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 an IPO Project Specialist on our Morgan Stanley at Work Team to help write the next chapter with us. In this role, you will oversee public offerings and related transaction services; especially in the areas of delivering operational excellence and managing our client engagement across our workplace corporate clients and their participants. This role will coordinate across a multi-disciplinary team with a key focus on project delivery related to how a private company transitions and manages their stock plan as a publicly traded company. We’re looking for teammates with a strong entrepreneurial spirit, a great sense of accountability and the willingness to do what it takes to help get the job done!

Requirements

BS/BA degree required.
5-7 years of related professional experience in project management
Professional experience in management consulting or financial services industry, knowledge of corporate actions preferred
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

Nice To Haves

Advanced degrees a plus
FINRA Series 7 and FINRA Series 63 Licensing preferred
Experience with the Shareworks and/or Equity Edge Online Platforms a plus
Occasional travel may be required

Responsibilities

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