Private Markets Desk Associate: Secondary Transactions

Morgan Stanley; New York (NY); Vor Ort; USD 70.000 - 115.000; Vollzeit

Zusammenfassung

Morgan Stanley Private Markets is seeking an Associate to join the Private Markets Transaction Desk in New York, NY. You will own a book of sell-side secondary transactions in private tech companies, manage pipelines and drive end-to-end execution.

Ideal candidates have 3+ years in quota-carrying, client-facing roles, a proven track record of exceeding targets, and FINRA licenses. This full-time role offers base pay described and a comprehensive compensation package.

Qualifikationen

• 3+ years in a quota-carrying, client-facing role such as sell-side brokerage, secondaries, account executive or institutional/alternatives sales.
• Proven track record of exceeding production targets, with numbers to back it up.
• Working knowledge of private markets or alternatives (secondaries, pre-IPO equity, PE/VC, tender offers).
• FINRA Series 7 and 63 (or 66) licenses.

Aufgaben

• Own a book of sell-side secondary transactions in private tech companies, from first contact through settlement.
• Prospect private company shareholders and early investors through high-volume outreach, driving engagement and liquidity on the EquityZen marketplace.
• Build, manage, and forecast your pipeline; accountable for volume and revenue targets.
• Price and negotiate trades using recent secondary prints, primary rounds, and market color.
• Serve as the primary point of contact for clients, building trust through market insights and positioning EquityZen as the go-to private market liquidity venue.
• Drive end-to-end execution, reviewing documentation and working with operations, legal, and compliance to close quickly.
• Navigate transfer restrictions, ROFR processes, and SPV vs. direct structures independently.

Kenntnisse

Quota carrying

Client-facing

Sales targets

FINRA licenses

Ausbildung

Bachelor's degree

Jobbeschreibung

Morgan Stanley Private Markets is seeking an Associate to join the Private Markets Transaction Desk in New York, NY. You will own a book of sell-side secondary transactions in private tech companies, manage pipelines and drive end-to-end execution.

Ideal candidates have 3+ years in quota-carrying, client-facing roles, a proven track record of exceeding targets, and FINRA licenses. This full-time role offers base pay described and a comprehensive compensation package.