Morgan Stanley
Private Markets Transaction Desk Associate
$70K–$115K
New York, New York · On-site · Full-time · Posted Oct 15, 2026
- Experience
- 3+ years in a quota-carrying, client-facing role, such as sell-side brokerage, secondaries, account executive, or institutional/alternatives sales.
- Education
- Undergraduate degree, ideally in finance, economics, or a related field.
About the job
Manages sell-side secondary transactions in private technology companies from prospecting and pricing through negotiation, documentation, and settlement.
What you'll do
- Prospect shareholders and early investors, manage a transaction pipeline, and meet individual volume and revenue targets.
- Price and negotiate trades using recent transaction data and market insight; serve as the primary client contact.
- Coordinate end-to-end execution with operations, legal, and compliance, including resolving documentation issues.
What they ask for
- FINRA Series 7 and 63 (or 66) licenses.
- Proven record of exceeding production targets in a quota-carrying, client-facing role.
- Strong phone presence, persuasive closing skills, and disciplined pipeline management.
- Working knowledge of private markets or alternatives.
Nice to have
- Expertise in transfer restrictions, ROFR processes, or SPV structures.
- Network of private company shareholders, financial advisors, or institutional buyers; understanding of private valuation metrics.
Pay
$70,000 and $115,000 per year (USD), base pay.
Tools
EquityZen
Model-written summary · the original posting is authoritative