Private Markets Transaction Desk Associate

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.

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Morgan Stanley Private Markets is looking for an Associate to join the Private Markets Transaction Desk team here in New York, NY on a full-time basis.
WHAT 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 on
THE RIGHT STUFFFINRA Series 7 and 63 (or 66) licenses required3+ 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, xzbcwsv 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)Undergraduate degree, ideally in finance, economics, or a related field
BONUS POINTSExisting expertise in transfer restrictions, ROFR processes, and SPV structuresExisting network of private company shareholders, FAs, or institutional buyersUnderstanding of private valuation metric