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 Private Company Liquidity desk.
Role type
Deal Execution Analyst/Associate
Builds
Transaction settlements and deal planning lifecycle for liquidity events
Domain
Financial Services / Private Markets
Required skills
Project management, Microsoft Excel, complex legal & technical documentation interpretation, analytical problem-solving
Preferred skills
AI & automation project identification, stakeholder alignment
Technologies
Microsoft Excel
Responsibilities
Operate in a two-person deal team executing client transactions; Provide execution and operational support for tender offers and company-sponsored payments; Support deal planning lifecycle including project planning, testing plans, and settlement processing; Manage transaction requirements and deliverables; Provide expertise on equity stock plan awards and reporting; Conduct presentations of product offerings; Partner with Product and Software Development teams; Identify opportunities for scale and efficiency through AI & automation.
Seniority
Analyst/Associate