Institutional Equity Sales Analyst

ABOUT EQUITYZEN

EquityZen is a mid-stage financial technology company, backed by leading venture and private equity investors. Our platform enables large, private companies to deliver liquidity to their shareholders while providing investors access to invest in these proven, pre-IPO companies. EquityZen has served over 400 pre-IPO technology companies and is proud to be considered a liquidity provider for over 60% of the Top U.S. Tech Unicorns. Watch this short video to learn more: equityzen.com/press. 

WHAT YOU'LL DO

• Work with our internal Institutional Sales teams and fund clients

• Provide support to the salespeople on the team working directly with institutional investors in the venture-backed secondary market

• Take a key role in managing the Institutional sales pipeline, managing internal systems and key deal documents with counterparties

• 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

• Support the teams data infrastructure, utilizing Salesforce and client data to stay organized 

• Support team initiatives regarding new revenue streams and assisting

• Qualify and identify prospective shareholders of private tech companies, and interact with c-suite operators at both issuers and funds alike

• Keep abreast of the latest developments in Private Markets

• Conduct research on the broader mid-late stage pricing environment and participate in the deal valuation process

• Prepare outbound sales campaigns; work directly to qualify inbound leads

• Help with reporting and analytics in order to define and test best practices

THE RIGHT STUFF

• FINRA Series 7 and 63 (or 66) is required

• 1+ years experience as an Investment Analyst, Investment Sales Support, or general 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

BONUS POINTS

• Experience with the institutional investor channel

• Comprehension of private valuation metrics

• Proficiency with Salesforce, SQL, Tableau, Salesloft, and Excel 

EquityZen offers a competitive salary, stock options, 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.