Issuer Strategy & Excellence, AVP

Ipo Project Specialist

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!

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 managementdeveloping 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

Qualifications

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).