Senior Sales Analyst

EquityZen Securities LLC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Professional development budget

Wellness budget

Flexible paid time off

Job summary

EquityZen is seeking a Senior Sales Analyst to support private capital transactions and serve as a key resource for investors. You will work with Sales teams to drive buy- and sell-side activity, prospect new investors, and assist with deal execution.

The role requires 1–2+ years in investment/VC or financial services, FINRA licenses, and a data-driven, collaborative mindset. EquityZen offers a comprehensive benefits package and commission opportunities.

Qualifications

• 1–2+ years experience in investment/VC or financial services.
• FINRA Series 7 and 63 (or 66) licenses.
• Experience with lead generation and sales development.
• An interest in the venture capital asset class.
• Strong communication skills (verbal, listening, written).
• Highly organized with attention to detail.
• Collaborative, data-driven and tech-forward.
• Self-driven, motivated and results-oriented.

Responsibilities

• Work with our Sales teams to drive buy- and sell-side transactions in private tech companies.
• Prospect and onboard new private market investors and serve as a key investment resource for existing clients.
• Generate high intent investor leads for block trades and brokered transactions.
• Interact with C-suite operators at issuers and funds alike.
• Assist with day-to-day tasks, market color, and ad hoc projects.
• Keep abreast of developments in private markets and pricing.
• Support reporting and analytics to define best practices.

Skills

Investment experience

FINRA Series 7/63

Lead generation

Communication skills

Detail oriented

Team player

Data-driven

Tech-forward

Tools

Airtable

SQL

Salesforce

Excel

Job description

EquityZen is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public. EquityZen is a subsidiary of Morgan Stanley. We'relooking for a Senior Sales Analyst who is eager to help us to build the most welcoming private company investing marketplace.

WHAT YOU'LL DO

• Work with our Sales teams to drive buy- and sell-side transactions in private tech companies
• Prospect and onboard new private market investors and serve as a key 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 interact 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
• 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
• Help with reporting and analytics in order to define and test best practices

THE RIGHT STUFF

• 1-2 + years experience as an Investment Analyst, Investment Sales Support, or general venture capital / financial services
• FINRA Series 7 and 63 (or 66) Licenses
• 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
• Experience with Airtable, SQL, Salesforce, and Excel

SALARY

• $90,000 + commission

EquityZen offers a competitive salary, full employee benefits (health, dental, vision), individual professional development and wellness budget, flexible paid time off, 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 expresses prohibit 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.