Senior Institutional Sales Analyst

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.