Private Company Liquidity - Deal Execution Analyst/Associate

Morgan-Stanley; South Jordan (UT); Vor Ort; USD 85.000 - 125.000; Vollzeit

Zusammenfassung

Morgan Stanley, based out of South Jordan, Utah, is seeking an Analyst/Associate to support its Private Markets Deal Execution team. You will work with Go to Market, Technology, Software & Product Development, and Relationship Managers to enable liquidity events and client outcomes.

The role emphasizes project management, data analysis and collaboration across teams, with opportunities to implement AI and automation to improve operations and scalability.

Qualifikationen

• Bachelor’s degree required.
• Strong analytical and quantitative skills.
• Excellent communication and stakeholder management.
• Ability to work through ambiguity and tight timelines.
• Experience with Excel and data analysis is a plus.

Aufgaben

• Support deal execution for private market transactions.
• Provide operational support for tender offers and related settlements.
• Assist in project planning and testing for platform implementations.
• Prepare presentations and reports for internal and client use.
• Collaborate with cross-functional teams to drive process improvements using AI/automation.

Kenntnisse

Project management

Microsoft Excel

Analytical thinking

Stakeholder communication

Ambiguity tolerance

Ausbildung

Bachelor’s degree

Tools

Microsoft Excel

Jobbeschreibung

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 ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 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.Based out of our South Jordan, Utah office we are looking to hire an Analyst / Associate within our Morgan Stanley Private Markets team directly supporting Deal Execution for our Private Company Liquidity desk. This role will be critical in driving client and business outcomes within the Private Markets at Morgan Stanley. You will have the opportunity to work and collaborate with multiple teams across Go to Market, Technology, Software & Product Development, and Relationship Managers to facilitate the best possible client experience.Responsibilities:Operate in a two-person deal team executing on client transactions within the Private MarketsProvide execution and operational support for tender offers and company sponsored paymentsSupport deal planning lifecycle for liquidity events including project planning, designing and facilitating testing plans, platform implementation, and processing transaction settlementsManage intaking transaction requirements and deliverables ensuring key milestones are metProvide expertise and support on equity stock plan awards, configurations, and reportingConduct presentations of product offering to demonstrate platform capabilitiesCommunicate with internal & external stakeholders to drive alignment on project deliverablesPartner with Product and Software Development teams to enhance platform product offeringsIdentify areas of opportunity to create scale and efficiency through AI & automation projectsProactively identify operational issues and drive business solutionsQualifications:Bachelor’s degreeIntermediate to advanced project management skillsIntermediate to advanced Microsoft Excel skillsPassion for providing exceptional client outcomesAbility to work through ambiguity and drive clarity for internal & external stakeholdersAbility to read and interpret a variety of complex legal & technical documentationStrong analytical background, attention-to-detail, and problem-solving skillsComfortable working in a fast-paced and evolving environmentWHAT 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.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .