Private Company Liquidity - Deal Execution Analyst/Associate
About The Position
Morgan Stanley is hiring an Analyst or Associate for its Private Markets team, based in the South Jordan, Utah office. The role directly supports Deal Execution for the Private Company Liquidity desk and contributes to client and business outcomes across Private Markets. The employee will work with teams across Go to Market, Technology, Software and Product Development, and Relationship Management to facilitate a strong client experience. The role involves executing client transactions in a two-person deal team and supporting tender offers, company-sponsored payments, and liquidity events throughout their lifecycle. It also includes coordinating transaction requirements and milestones, supporting equity stock plan awards and reporting, presenting platform capabilities, and collaborating with stakeholders and product teams to improve offerings. The analyst or associate will also identify opportunities for operational improvement through AI and automation and help resolve operational issues.
Requirements
- Bachelor’s degree.
- Intermediate to advanced project management skills.
- Intermediate to advanced Microsoft Excel skills.
- Passion for providing exceptional client outcomes.
- Ability to work through ambiguity and create clarity for internal and external stakeholders.
- Ability to read and interpret complex legal and technical documentation.
- Strong analytical background, attention to detail, and problem-solving skills.
- Comfort working in a fast-paced and evolving environment.
Responsibilities
- Execute client transactions as part of a two-person deal team within Private Markets.
- Provide execution and operational support for tender offers and company-sponsored payments.
- Support liquidity-event planning across project planning, testing plans, platform implementation, and transaction settlements.
- Manage intake of transaction requirements and deliverables, ensuring key milestones are met.
- Provide expertise and support on equity stock plan awards, configurations, and reporting.
- Present the product offering and demonstrate platform capabilities.
- Communicate with internal and external stakeholders to align on project deliverables.
- Partner with Product and Software Development teams to enhance platform offerings.
- Identify opportunities to create scale and efficiency through AI and automation projects.
- Proactively identify operational issues and drive business solutions.
Benefits
- Morgan Stanley offers comprehensive employee benefits and perks, but specific benefits are not listed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
