Senior Institutional Sales Analyst

1 week ago

New York, United States EquityZen Full time

EquityZen is an early-mid stage financial technology company, backed by leading venture and private equity investors. We're looking for a Senior Institutional Sales Analyst to join EquityZen's growing team as we redefine private markets. Join us if you are interested in gaining exposure to the private venture-backed technology space and are energized by personal and team growth.

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 40,000 private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public".

WHAT YOU'LL DO

  • Work with our Investor, Private Markets and Institutional Markets teams to drive buy- and sell-side transactions in private tech companies
  • Prospect and onboard new private market investors and shareholders and serve as a investment resource for existing clients
  • Generate high intent investor leads for block trades and brokered transactions
  • Assist with identifying prospective shareholders of private tech companies, and engage with C-suite operators at both issuers and funds alike
  • Assist with day-to-day tasks vital to the success of the team including handling client inquiries, helping to execute transactions, providing market color, and other ad hoc projects
  • Build a foundational understanding of the private markets
  • Help with reporting and analytics in order to define and test best sales practices
THE RIGHT STUFF
  • FINRA Series 7 and 63 or 66, required
  • At least 1 year of experience as an investment analyst, investment sales support, or generalist within venture capital / financial services
  • Experience with lead generation/prospecting and/or sales development
  • An interest in the venture capital asset class
  • Strong communication skills (verbal, listening, and written)
  • Highly organized and works hard and smart with attention to detail
  • Collaborative approach and team player mentality
  • Process-oriented, data-driven and tech-forward
  • Self-driven, motivated, and results-driven
  • Undergraduate degree
BONUS POINTS
  • Comprehension of private valuation metrics
  • Experience with Salesforce, Salesloft, and Tableau
COMPENSATION
  • $75,000 Base Salary + Commissions ($120,000 OTE)
LOCATION
  • This role is based in our NYC office on a hybrid schedule of 3x a week (Tues/Wed/Thur)

EquityZen also offers full employee benefits (health, dental, vision), individual professional development and wellness budget, generous time off policies and more

EquityZen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, EquityZen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. EquityZen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of EquityZen's employees to perform their job duties may result in discipline up to and including discharge.

  • Institutional Sales

    2 months ago

    New York, United States Spartan Research, Inc. Full time

    We are currently looking to hire a junior Associate to focus on Institutional Equity Research Sales. Applicant will be responsible for generating new business, setting appointments with institutional investors, presenting and selling equity research, as well as building upon our existing book of business and client relationships in the hedge fund...

  • Institutional Sales

    2 months ago

    new york city, United States Spartan Research, Inc. Full time

    We are currently looking to hire a junior Associate to focus on Institutional Equity Research Sales. Applicant will be responsible for generating new business, setting appointments with institutional investors, presenting and selling equity research, as well as building upon our existing book of business and client relationships in the hedge fund...

  • Institutional Sales

    1 month ago

    new york city, United States Spartan Research, Inc. Full time

    We are currently looking to hire a junior Associate to focus on Institutional Equity Research Sales. Applicant will be responsible for generating new business, setting appointments with institutional investors, presenting and selling equity research, as well as building upon our existing book of business and client relationships in the hedge fund...

  • Institutional Fixed Income Sales

    6 months ago

    New York, United States TJM Institutional Services Full time

    Leading NFA IB and broker-dealer with a global presence is looking to add seasoned and experienced cash treasuries, fixed income, mortgage bonds, corporate bonds, fixed income RV and institutional futures sales to its teams in all zones. Persons looking to apply should have 5+ years' experience on the sell or buy-side and have a portable client book. Primary...

  • Institutional Fixed Income Sales

    2 months ago

    new york city, United States TJM Institutional Services Full time

    Leading NFA IB and broker-dealer with a global presence is looking to add seasoned and experienced cash treasuries, fixed income, mortgage bonds, corporate bonds, fixed income RV and institutional futures sales to its teams in all zones. Persons looking to apply should have 5+ years' experience on the sell or buy-side and have a portable client book. Primary...

  • Institutional Fixed Income Sales

    3 months ago

    new york city, United States TJM Institutional Services Full time

    Leading NFA IB and broker-dealer with a global presence is looking to add seasoned and experienced cash treasuries, fixed income, mortgage bonds, corporate bonds, fixed income RV and institutional futures sales to its teams in all zones. Persons looking to apply should have 5+ years' experience on the sell or buy-side and have a portable client book. Primary...

  • Institutional Fixed Income Sales

    1 month ago

    New York, NY, United States TJM Institutional Services Full time

    Leading NFA IB and broker-dealer with a global presence is looking to add seasoned and experienced cash treasuries, fixed income, mortgage bonds, corporate bonds, fixed income RV and institutional futures sales to its teams in all zones. Persons looking to apply should have 5+ years' experience on the sell or buy-side and have a portable client book. Primary...

  • Sales Data Analyst Position

    1 week ago

    New York, New York, United States Practising Law Institute Full time

    Sales Data Analyst Role OverviewThe Practising Law Institute is seeking a skilled Sales Data Analyst to join their team. This position plays a crucial role in driving the organization's growth and success by providing actionable insights and data-driven recommendations to the senior management team.The ideal candidate will have a strong background in...

  • Senior Analyst

    2 months ago

    New York, United States Capstone Search Advisors Full time

    Our client, a New York City-based event-driven hedge fund founded by a prominent industry leader, launched in September 2024 with an impressive AUM. They are seeking a Senior Analyst to join their investment team. Ideal candidates should have experience in event-driven research, be industry generalists, and focus on public equities. This is a unique...

  • Senior Analyst

    1 month ago

    new york city, United States Capstone Search Advisors Full time

    Our client, a New York City-based event-driven hedge fund founded by a prominent industry leader, launched in September 2024 with an impressive AUM. They are seeking a Senior Analyst to join their investment team. Ideal candidates should have experience in event-driven research, be industry generalists, and focus on public equities. This is a unique...

  • Senior Analyst

    2 months ago

    new york city, United States Capstone Search Advisors Full time

    Our client, a New York City-based event-driven hedge fund founded by a prominent industry leader, launched in September 2024 with an impressive AUM. They are seeking a Senior Analyst to join their investment team. Ideal candidates should have experience in event-driven research, be industry generalists, and focus on public equities. This is a unique...

  • Senior Sales Professional

    1 week ago

    New York, New York, United States Wolfe Research Full time

    Role OverviewWe are seeking a highly motivated and detail-oriented Sales Assistant to join our NY-based Sales Team at Wolfe Research. This role offers an exceptional opportunity for growth, mentorship, and development within the firm.Job ResponsibilitiesSupport senior sales team members in achieving sales objectives.Maintain client relationships through CRM...

  • Enterprise Sales Professional for Financial Institutions

    1 week ago

    New York, New York, United States Array Full time

    Drive Growth with ArrayWe are seeking a dynamic Enterprise Account Executive to expand strategic partnerships with large financial institutions. As a key member of our team, you will leverage your expertise in complex financial needs to identify and capture high-impact opportunities, nurture relationships with senior stakeholders, and tailor solutions that...

  • Institutional Sales Director

    1 month ago

    New York, United States Bullish Inc. Full time

    Focused on developing products and services for the digital assets sector, Bullish has rewired the traditional exchange to benefit asset holders, enable traders and increase market integrity. Supported by the group's treasury, Bullish's new breed of exchange combines deep liquidity, automated market making and industry-leading security and compliance to...

  • Institutional Sales Director

    1 month ago

    New York, United States Bullish Inc. Full time

    Focused on developing products and services for the digital assets sector, Bullish has rewired the traditional exchange to benefit asset holders, enable traders and increase market integrity. Supported by the group's treasury, Bullish's new breed of exchange combines deep liquidity, automated market making and industry-leading security and compliance to...

  • Brand Sales Analyst

    1 week ago

    New York, United States Global Channel Management Full time

    About the job Brand Sales Analyst Brand Sales Analyst needs 2 years of experience in a similar role involving sales analysis Brand Sales Analyst requires: Bachelors Degree 2 years of experience in a similar role involving sales analysis Demonstrated experience working with multiple data sources including Retail POS from syndicated source (SPS or Edifice)...

  • Institutional Sales

    6 months ago

    New York, United States ThinkEquity LLC Full time

    Entry Level Institutional SalesLeading NYC based financial services firm is expanding it's institutional equity sales department. Duties include identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) to market firms equity transactions, offer corporate access to investors and book deal and non deal...

  • Associate, Institutional Sales

    5 months ago

    New York, United States Alger Full time

    Description Job Description: The Associate, Institutional Sales & Service position will direct and execute critical tasks within the institutional sales group, which delivers optimal service and improves client retention and growth for Alger’s institutional client base. The role will assist in preparing client presentations, completing monthly and...

  • Senior Business Analyst

    4 days ago

    New York, New York, United States TOTO USA, Inc. Full time

    Job OverviewTOTO USA, Inc. is seeking a highly skilled Senior Business Analyst - Sales Operations Specialist to join our team in New York.Salary$80,000 - $110,000 per year.Job DescriptionThis role will assist the sales team in the Eastern/Canada Region with various requests, including product stock and delivery status, managing custom-made requests, and...

  • Senior Credit Risk Analyst

    6 days ago

    New York, New York, United States M-Logic Full time

    About M-LogicM-Logic is a leading financial services company seeking an experienced Senior Credit Risk Analyst to join our team.SalaryThe estimated annual salary for this role is between $120,000 and $180,000, depending on experience.Job DescriptionRole OverviewThe Senior Credit Risk Analyst will be responsible for analyzing credit applications and...