Private Markets Analyst

5 days ago


New York, New York, United States EquityZen Full time

About EquityZen

EquityZen is a leading financial technology company that specializes in private markets. We provide a platform for investors to buy and sell shares in private companies, offering liquidity to early shareholders and access to accredited investors.

Role Overview

We are seeking a Senior Institutional Sales Analyst to join our team as we continue to redefine the private markets landscape. This role will be based in our NYC office on a hybrid schedule of 3x a week (Tues/Wed/Thur).

Responsibilities

  • Work with our Investor, Private Markets, and Institutional Markets teams to drive transactions in private tech companies
  • Prospect and onboard new private market investors and shareholders, providing investment resources for existing clients
  • Generate high-intent investor leads for block trades and brokered transactions
  • Assist with identifying prospective shareholders of private tech companies and engaging with C-suite operators at both issuers and funds alike
  • Contribute to day-to-day tasks vital to team success, including handling client inquiries, executing transactions, providing market color, and other ad-hoc projects
  • Build a foundational understanding of the private markets
  • Support reporting and analytics efforts to define and test best sales practices

Requirements

  • 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, hardworking, and detail-oriented
  • 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 and Benefits

We offer a competitive salary range of $75,000 base + commissions ($120,000 OTE), 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 without regard to race, color, religion, sex, national origin, age, disability, or genetics. We prohibit any form of workplace harassment based on protected characteristics.



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