Strategic Market Operations Lead
5 days ago
**Company Overview**
EquityZen is a pioneering financial technology company that has revolutionized the private markets landscape. Backed by leading venture and private equity investors, we are committed to delivering innovative solutions to our clients. Our platform enables accredited investors to access private market opportunities, providing liquidity to early shareholders and creating new investment possibilities.
Job Summary
We are seeking an experienced Senior Operations Analyst to join our team. The ideal candidate will have a strong background in finance, capital markets, or private placements, with a passion for process optimization and client service.
About the Role
- Manage the deal process, working cross-functionally with Sales, Research, Legal, and Compliance teams to deliver proceeds efficiently.
- Communicate directly with clients, shareholders, and investors to collect necessary documents for distribution.
- Identify ways to automate and optimize processes, partnering with Product/Engineering to execute improvements.
- Assist the Marketplace Director and Associate Manager(s) with ad hoc projects, including data analytics and platform decisions.
Requirements
- 3+ years of experience in finance, capital markets, private placements, or venture capital.
- Proven project management skills, with ability to juggle multiple stakeholders and deadlines.
- Strong attention to detail, with a 'measure twice, cut once' mentality.
- Excellent communication and coaching skills, with ability to inspire junior team members.
- Experience with K-1 tax documents and compliance requirements.
Benefits
EquityZen offers a competitive salary of $80,000 annually, plus full employee benefits (health, dental, vision), individual professional development and wellness budget, and generous time off policies.
Equal Employment Opportunity
EquityZen is an equal employment opportunity employer, committed to diversity and inclusion in the workplace.
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