Private Markets Liquidity & Transactions Associate

711 MS Smith Barney, LLC; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley Private Markets is hiring 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 from first contact through settlement, prospect shareholders, build pipeline, price and negotiate trades.

You will be primary client contact, drive end-to-end execution, navigate transfer restrictions and SPV structures, with a rigorous focus on execution and compliance.

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
• Persuasive closer with strong phone presence, comfortable handling objections
• Pipeline discipline and ruthless prioritization across multiple clients and live deals
• Ability to balance relationship management with rigorous execution detail, competitive, and coachable
• Working knowledge of private markets or alternatives (secondaries, pre-IPO equity, PE/VC, tender offers)
• FINRA Series 7 and 63 (or 66) licenses
• Undergraduate degree, ideally in finance, economics, or a 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; you'll be 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 your 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
• Rapidly build working expertise in transfer restrictions, ROFR processes, and SPV vs. direct structures; you'll be expected to navigate them independently early on

Education

Undergraduate degree in finance, economics, or related field

Job description

Morgan Stanley Private Markets is hiring 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 from first contact through settlement, prospect shareholders, build pipeline, price and negotiate trades.

You will be primary client contact, drive end-to-end execution, navigate transfer restrictions and SPV structures, with a rigorous focus on execution and compliance.