Private Markets Specialist

3 weeks ago


New York, New York, United States EquityZen Full time

We are seeking a highly motivated Sales Analyst to join our growing team at EquityZen, a leading financial technology company. As a Sales Analyst, you will play a critical role in driving buy- and sell-side transactions in private tech companies.

Your primary responsibilities will include working with our Investor, Private Markets, and Institutional Markets teams to drive transactions, prospecting and onboarding new private market investors and shareholders, and generating high intent investor leads for block trades and brokered transactions.

You will also assist with identifying prospective shareholders of private tech companies, engaging with C-suite operators at both issuers and funds, and handling day-to-day tasks vital to the success of the team.

To be successful in this role, you will need to have a strong understanding of the private markets, excellent communication skills, and a collaborative approach. You will also need to be highly organized, process-oriented, and data-driven.

As a Sales Analyst at EquityZen, you will have the opportunity to work with a talented team of professionals and contribute to the growth and success of our company.

Requirements:

  • FINRA Series 7 and 63 or 66, required
  • 0-2 years 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:

$50,000 Base Salary + Commissions

Location:

This role is based in our NYC office on a hybrid schedule of 3x a week (Tues/Wed/Thur)

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.



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