What are the responsibilities and job description for the Private Markets Associate position at EquityZen?
EquityZen is a financial technology company, backed by leading venture and private equity investors. We’re looking for a knowledgeable and hardworking Private Markets Associate who has a strong interest in the pre-IPO space and private markets.
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 35,000 private placements completed across 400 companies, EquityZen leads the way in delivering “Private Markets for the Public”.
WHAT YOU’LL DO
- Work with Shareholders (employees, founders, ex-employees, early investors) in assisting them to liquidate their shares
- Be a key EquityZen ambassador and first line of contact for fielding inbound inquiries from shareholders and ensuring all requests are processed in a timely manner
- Drive company growth goals by effective sales outreach and shareholder relations through sourcing new acquisitions via multiple outbound channels
- Build, maintain, and manage shareholder and issuer relations
- Work with issuers directly to promote the benefits of employee liquidity programs
- Work cross-functionally with our internal Demand, Legal, Marketing, and Marketplace teams to facilitate offerings
- Identify process improvement opportunities and work with our Engineering and Product teams to automate and optimize our platform and processes
- Develop strong command of the pre-IPO Market
THE RIGHT STUFF
- 3 years of experience within finance, capital markets, private placements, or venture capital
- Relevant sales experience, selling financial products
- FINRA Series 7 and 63 licenses required
- Collaborative approach and team player mentality
- Self-driven, motivated and invigorated by achieving ambitious goals
- Process-oriented, data-driven and tech-forward
BONUS POINTS
- Experience with the institutional investor channel
- Comprehension of private valuation metrics
- Experience with, or interest in Salesforce
- Understanding of employee stock options plans
SALARY
- $110,000 Base Commissions Equity
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), 401k match, 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.
