IPO Specialist
Computershare · Louisville, Kentucky, United States · hybrid
Location: Louisville, KY (Hybrid)
In this position, you'll be based in our Louisville office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.
We give you a world of potential
The Special Issuance Group's White Glove Team provides specialized support for complex restricted securities transactions, helping issuers, legal counsel, brokers, and internal stakeholders navigate critical events with confidence and precision.
We're looking for an IPO Specialist to support IPO lockup release events and other restricted securities transactions. This role serves as a trusted point of contact throughout the lockup release process, helping clients meet regulatory requirements, navigate legal documentation, and complete time-sensitive transactions accurately and efficiently.
This is an exciting opportunity for someone who enjoys working with legal and financial documentation, managing multiple deadlines, and delivering a high-touch client experience in a fast-paced environment. You'll work closely with issuers, issuer counsel, brokers, Relationship Managers, and internal teams while playing a key role in some of our clients' most important corporate events.
A role you will love
As an IPO Specialist, you'll manage the full lifecycle of IPO lockup release events, from monitoring upcoming release schedules and coordinating with internal stakeholders through legal documentation review, transaction processing, and final client confirmation.
You'll serve as a key resource for issuers and their counsel, helping ensure all required documentation is collected, reviewed, and processed accurately while providing exceptional service throughout the process.
Other key responsibilities include:
- Monitoring upcoming IPO and lockup release events and maintaining awareness of the issuer pipeline.
- Partnering with Relationship Managers, Onboarding teams, issuers, issuer counsel, and brokers throughout the lockup release process.
- Establishing communication with clients to ensure required documentation is submitted accurately and on time.
- Reviewing draft and final legal documentation for completeness, accuracy, and compliance.
- Coordinating and processing lockup release transactions and shareholder files.
- Maintaining release schedules, client records, and issuer documentation.
- Providing status updates and confirmations throughout the transaction lifecycle.
- Delivering a high-quality client experience while acting as a trusted advisor during sensitive and time-critical transactions.
- Supporting Restricted Securities operations and Capital Solutions Group initiatives during periods between IPO events.
- Assisting with special projects and additional responsibilities as assigned.
What will you bring to the role?
Required:
- Strong organizational skills and exceptional attention to detail.
- Experience working with legal, regulatory, financial, securities, or compliance-related documentation.
- Ability to manage multiple requests, deadlines, and time-sensitive activities simultaneously.
- Strong verbal and written communication skills.
- Experience working in a client-facing environment.
- Ability to build effective relationships with issuers, issuer counsel, brokers, and internal stakeholders.
- Proficiency with Microsoft Excel, Word, and Outlook.
Preferred:
- Transfer agency experience.
- Securities industry experience.
- Stock transfer, restricted securities, or corporate actions experience.
- Experience reviewing and interpreting legal documentation.
- Previous Computershare processing experience.
Rewards designed for you
Paid parental leave, flexible working and a caring and inclusive culture.
Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.
Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without sponsorship now or in the future.