Private Markets Liquidity & Sell-Side Associate

Morgan-Stanley

Town of Islip (NY)

On-site

USD 70,000 - 115,000

Full time

2 days ago
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Job summary

Morgan Stanley Private Markets & EquityZen seeks an Associate to join the Private Markets Transaction Desk in New York, NY. You will own and execute sell-side secondary transactions in private tech companies, prospect shareholders, and manage end-to-end deal execution with cross-functional partners to close quickly.

The ideal candidate has 3+ years in quota-carrying, client-facing roles, a track record of meeting targets, and FINRA licenses.

Qualifications

  • 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.
  • FINRA Series 7 and 63 (or 66) licenses.
  • Undergraduate degree in finance, economics, or related field.

Responsibilities

  • 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 phone, email, and platform outreach, driving engagement and liquidity on the EquityZen marketplace.
  • Build, manage, and accurately forecast your pipeline; accountable for individual 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 clear, actionable market insight and positioning EquityZen as the go-to venue for private market liquidity.
  • Drive execution end to end, reviewing transaction documentation and partnering with operations, legal, and compliance to resolve issues and close quickly.

Skills

Client facing
Pipeline management
Closing deals
Negotiation

Education

Bachelor's degree in finance or related field

Job description

Morgan Stanley Private Markets & EquityZen seeks an Associate to join the Private Markets Transaction Desk in New York, NY. You will own and execute sell-side secondary transactions in private tech companies, prospect shareholders, and manage end-to-end deal execution with cross-functional partners to close quickly.

The ideal candidate has 3+ years in quota-carrying, client-facing roles, a track record of meeting targets, and FINRA licenses.

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