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.
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Based out of our South Jordan, Utah office the Transactions Specialist role for our Private Markets Client Solutions group is responsible for providing world-class client service, supporting and executing complex client events and identifying software product solutions. This role will be critical in driving client and business outcomes within the private markets. You will have the opportunity to work and collaborate with multiple teams across Sales, Business Development, Technology, Software Product Development, and Relationship Managers to facilitate the best possible client experience.
Responsibilities:
- Operate in a two person deal team to execute client transactions within the private markets
- Provide deal execution and operational support to our Private Company Liquidity Desk
- Support deal planning lifecycle for liquidity events including detailed project planning, designing and facilitating testing plans, event implementation, and settlement
- Manage communication with key stakeholders to drive alignment on project deliverables
- Partner with Product and Software Development to enhance platform product offering
- Identify areas of opportunity to create scale and efficiency through automation projects
- Proactively identify potential issues or risks with management
Qualifications:
- Bachelor's degree
- Intermediate to advanced project management skills
- Project Management Professional (PMP) certification preferred, not required
- Passion for providing exceptional client outcomes
- Ability to work through ambiguity and drive clarity for internal & external stakeholders
- Ability to read and interpret a variety of complex technical documentation
- Strong analytical background, attention-to-detail, and problem-solving skills
- Comfortable working in a fast-paced and evolving environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.
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).