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-time
WHAT YOU'LL DO
- 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
THE RIGHT STUFF
- FINRA Series 7 and 63 (or 66) licenses required
- 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)
- 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.
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.
Skills Required
- 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, supported by measurable results
- Strong persuasive closing ability and phone presence, including objection handling
- Pipeline management, prioritization, relationship management, and rigorous execution skills
- Working knowledge of private markets or alternatives, including secondaries, pre-IPO equity, PE/VC, or tender offers
- FINRA Series 7 and Series 63 or Series 66 licenses
- Undergraduate degree, ideally in finance, economics, or a related field
- Expertise in transfer restrictions, ROFR processes, and SPV structures
- Existing network of private company shareholders, financial advisors, or institutional buyers
- Understanding of private valuation metrics
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Healthcare Strength — Health offerings appear broad, including medical, dental, vision, prescription coverage, HSA/FSA options, free One Medical membership, care advocates, second opinions, and substantial mental-health support with multiple no-cost sessions. Additional resources such as Headspace, virtual physical therapy, and fitness subsidies enhance overall wellbeing coverage.
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Parental & Family Support — Policies include 16 weeks of paid parental leave for all parents, additional pregnancy-related medical leave, and four weeks of paid leave to care for a seriously ill family member. A lifetime family-building benefit of up to $75,000 for adoption, surrogacy, and fertility expenses adds meaningful value.
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Retirement Support — Retirement and financial programs feature a 401(k) with a competitive match alongside employee stock-purchase opportunities and 529 plan matching. Additional resources include financial-wellness tools, student-loan refinancing, and various insurance options.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
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