Private Markets Transaction Desk Associate

Morgan Stanley Private Markets & Equity Zen brings together Morgan Stanley’s private markets capabilities with Equity Zen’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 settlement

Prospect private company shareholders and early investors through high-volume phone, email, and platform outreach, driving engagement and liquidity on the Equity Zen 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 Equity Zen 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 onTHE RIGHT STUFF3+ 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 BONUS POINTS 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 WHAT 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.

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