Associate/Vice President - Integrated IPO Solutions

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.

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

Qualifications

• Bachelor’s degree required

• 3-6 years of relevant industry experience in investment banking, capital markets, or related financial services roles

• Experience supporting capital markets transactions, IPO processes, or corporate client engagements preferred

• 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)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

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Expected base pay rates for the role will be between $120,000 and $205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission

earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).