Private Markets Deal Specialist

704 Solium Capital, LLC; Utah; Vor Ort; USD 85.000 - 125.000; Vollzeit

Zusammenfassung

Morgan Stanley is seeking an Analyst/Associate to support the Private Markets deal execution from our South Jordan, Utah office. You will collaborate with Go to Market, Technology, and Relationship Management teams to drive client outcomes and smooth transaction processing.

The role requires a Bachelor’s degree, strong project management and Excel skills, and a proactive, detail-oriented mindset in a fast-paced environment.

Qualifikationen

• Bachelor’s degree required.
• 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 & external stakeholders.
• Ability to read and interpret a variety of complex legal & technical documentation.
• Strong analytical background, attention-to-detail, and problem-solving skills.
• Comfortable working in a fast-paced and evolving environment.

Aufgaben

• 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.

Kenntnisse

Project management

Excel

Client focus

Ambiguity tolerance

Analytical thinking

Attention to detail

Fast-paced environment

Stakeholder communication

Ausbildung

Bachelor’s degree

Jobbeschreibung

Morgan Stanley is seeking an Analyst/Associate to support the Private Markets deal execution from our South Jordan, Utah office. You will collaborate with Go to Market, Technology, and Relationship Management teams to drive client outcomes and smooth transaction processing.

The role requires a Bachelor’s degree, strong project management and Excel skills, and a proactive, detail-oriented mindset in a fast-paced environment.