Private Company Liquidity - Deal Execution Analyst/Associate
Core
Execute client transactions and operational support for tender offers and company-sponsored payments within the Private Markets team.
Role type
Associate/Analyst in Private Markets Deal Execution
Builds
Transaction settlements, equity stock plan configurations, and platform product offerings for private company liquidity events
Domain
Financial Services / Private Equity / Capital Markets
Deliverable
client delivery
Required skills
Project management, Microsoft Excel, analytical problem-solving, reading complex legal/technical documentation, stakeholder communication
Preferred skills
AI & automation project identification, platform product enhancement
Responsibilities
Operate in a two-person deal team executing client transactions, support deal planning lifecycle including testing and settlement processing, manage transaction requirements and deliverables, conduct presentations of product offerings, partner with Product and Software Development teams, identify opportunities for scale and efficiency through AI & automation
Seniority
Associate/Analyst, hands-on IC
