Private Company Liquidity - Deal Execution Analyst/Associate

Morgan Stanley•South Jordan, UT
•Onsite

About The Position

Morgan Stanley is hiring an Analyst / Associate for its Private Markets team, based in the South Jordan, Utah office, to support Deal Execution for the Private Company Liquidity desk. The role supports client transactions and business outcomes within Private Markets and collaborates with teams across Go to Market, Technology, Software & Product Development, and Relationship Management to facilitate a strong client experience. The successful candidate will work on a two-person deal team, supporting the execution and operation of tender offers and company-sponsored payments. Responsibilities span the liquidity-event lifecycle, including transaction planning, project coordination, testing, platform implementation, and settlement processing. The role also supports equity stock plan awards, configurations, and reporting; presents platform capabilities to clients; coordinates with internal and external stakeholders; and partners with Product and Software Development to improve offerings. The analyst/associate will also identify opportunities to improve scale and efficiency through AI and automation, and proactively address 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 drive 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

  • Operate as part of a two-person deal team executing client transactions within Private Markets.
  • Provide execution and operational support for tender offers and company-sponsored payments.
  • Support the deal-planning lifecycle for liquidity events, including project planning, designing and facilitating testing plans, platform implementation, and transaction settlement processing.
  • Manage the 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

  • Comprehensive employee benefits and perks.
  • Support for employees and their families throughout their work-life journey.
  • Opportunities to move within the business for employees who demonstrate passion and grit.
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