Private Markets Deal Execution Analyst

Morgan Stanley; South Jordan (UT); On-site; USD 75,000 - 110,000; Full time

Job summary

Morgan Stanley, based in South Jordan, Utah, seeks an Analyst/Associate for the Private Markets team supporting Deal Execution. You will collaborate across Go to Market, Technology, Software & Product Development, and Relationship Managers to deliver optimal client experiences.

The role emphasizes execution, operations, and reporting for liquidity events, with opportunities to enhance platform capabilities and drive efficiency through automation.

Qualifications

• Bachelor’s degree required.
• Strong project management skills.
• Advanced Excel skills and data analysis.

Responsibilities

• Operate in a two-person deal team executing on client transactions within the Private Markets.
• Provide execution and operational support for tender offers and company sponsored payments.
• Support deal planning lifecycle for liquidity events including project planning, designing and facilitating testing plans, platform implementation, and processing transaction settlements.
• Manage intaking transaction requirements and deliverables ensuring key milestones are met.
• Provide expertise and support on equity stock plan awards, configurations, and reporting.
• Conduct presentations of product offering to demonstrate platform capabilities.
• Communicate with internal & external stakeholders to drive alignment on project deliverables.
• Partner with Product and Software Development teams to enhance platform product offerings.
• Identify areas of opportunity to create scale and efficiency through AI & automation projects.
• Proactively identify operational issues and drive business solutions

Skills

Project management

Microsoft Excel

Client outcomes

Ambiguity management

Analytical thinking

Education

Bachelor’s degree

Job description

Morgan Stanley, based in South Jordan, Utah, seeks an Analyst/Associate for the Private Markets team supporting Deal Execution. You will collaborate across Go to Market, Technology, Software & Product Development, and Relationship Managers to deliver optimal client experiences.

The role emphasizes execution, operations, and reporting for liquidity events, with opportunities to enhance platform capabilities and drive efficiency through automation.