Private Markets Transaction Desk Associate

Morgan Stanley • New York, NY

1d • $70,000 - $115,000 • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• Existing expertise in transfer restrictions, ROFR processes, and SPV structures
• Existing network of private company shareholders, FAs, or institutional buyers
• Understanding of private valuation metric

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

Benefits

• commission earnings
• incentive compensation
• discretionary bonuses
• other short and long-term incentive packages
• other Morgan Stanley sponsored benefit programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level