Private Markets Transaction Desk Associate

Morgan-Stanley; Town of Islip (NY); On-site; USD 70,000 - 115,000; Full time

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 brings together Morgan Stanley’s private markets capabilities with EquityZen’s leading marketplace and technology platform to expand access to private market opportunities. The combined business connects private companies, shareholders, and accredited investors through innovative solutions, data-driven insights, and a scaled marketplace designed to help participants navigate the private markets with greater confidence.Morgan Stanley Private Markets is looking for an Associate to join the Private Markets Transaction Desk team · New York, NY · Full-timeWHAT YOU'LL DOOwn a book of sell-side secondary transactions in private tech companies, from first contact through settlementProspect private company shareholders and early investors through high-volume phone, email, and platform outreach, driving engagement and liquidity on the EquityZen marketplaceBuild, manage, and accurately forecast your pipeline; you'll be accountable for individual volume and revenue targetsPrice and negotiate trades using recent secondary prints, primary rounds, and market colorServe 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 liquidityDrive execution end to end, reviewing transaction documentation and partnering with operations, legal, and compliance to resolve issues and close quicklyRapidly build working expertise in transfer restrictions, ROFR processes, and SPV vs. direct structures; you'll be expected to navigate them independently early onTHE RIGHT STUFF3+ years in a quota-carrying, client-facing role such as sell-side brokerage, secondaries, account executive or institutional/alternatives salesProven track record of exceeding production targets, with numbers to back it upPersuasive closer with strong phone presence, comfortable handling objectionsPipeline discipline and ruthless prioritization across multiple clients and live dealsAbility to balance relationship management with rigorous execution detail, competitive, and coachableWorking knowledge of private markets or alternatives (secondaries, pre-IPO equity, PE/VC, tender offers)FINRA Series 7 and 63 (or 66) licensesUndergraduate degree, ideally in finance, economics, or a related fieldBONUS POINTSExisting expertise in transfer restrictions, ROFR processes, and SPV structuresExisting network of private company shareholders, FAs, or institutional buyersUnderstanding of private valuation metricWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .