Private Markets Associate, EquityZen
$110k
+ Commissions + Equity
Marketplace for pre-IPO shares
Open for applications
Marketplace for pre-IPO shares
21-100 employees
Open for applications
$110k
+ Commissions + Equity
21-100 employees
Company mission
To help shareholders in proven, private tech companies get liquidity for their illiquid company stock while giving investors access to this new asset class.
Role
Who you are
- 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
Desirable
- Experience with the institutional investor channel
- Comprehension of private valuation metrics
- Experience with, or interest in Salesforce
- Understanding of employee stock options plans
What the job involves
- Reporting to the Chief Strategy Officer, this person will 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
Our take
EquityZen is a financial services platform connecting investors with employee shareholders at private companies. The former get the opportunity to invest in pre-IPO assets, and the latter get the opportunity to make cash from an otherwise illiquid employment benefit. It’s a model that’s helped EquityZen establish itself as a strong player in the private shares market for nearly a decade now.
Pre-market shares have been hot property in the past, however, some report that a stagnancy in the IPO market has investors taking their interest elsewhere - they don’t want wealth locked into IPOs that may take years to arrive. It’s left EquityZen with a preponderance of shareholders on the platform, and that’s pushing down private share prices.
This, however, may be on the mend - some suggest IPOs are back on the horizon after traversing an understandably rocky patch over Covid. Moreover, EquityZen sellers are offering some impressive and high demand pre-market shares: think Byte Dance Ltd, and SpaceX. So this will likely insulate the company until demand picks up again. Further bolstering the company's upward trajectory is its award for Best Retail Investment Company at the 2023 FinTech Breakthrough Awards.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Jul 2017
$3m
SERIES B
Dec 2016
$1.8m
EARLY VC
Total funding: $13.3m
Company benefits
- Hybrid/Remote work environment for engineering members with an emphasis on work-life balance
- Strong career progression paths are available for all tracks including individual contributors and aspiring managers
- Equity
- Competitive salary
- Full employee benefits (health, dental, vision)
- Flexible paid time off
- Stocked fridge, supply of snacks, weekly catered lunch
- 401k match
- Professional development and wellness budget
Company values
- Be Human
- Be Ready to Teach + Learn
- Be an Inspiring Team Player
- Be Resilient but Humble
- Be Ethical
- Own It
Company HQ
Financial District, New York, NY
Articles
Leadership
Atish Davda
(CEO)Worked as a research analyst with AQR Capital Management, then went on to co-found and serve as CTO at Knolsoft. Held a VP role for product at Ampush, and has spoken and consulted for Dropbox, GeneralAssembly, and Wharton.
Phil Haslett
(Chief Strategy Officer)Started his career at Barclays Capital in their Proprietary Trading group trading credit and equity derivatives. Subsequently was a Vice President at Pomelo Capital, a NYC-based hedge fund, focusing on capital structure arbitrage.
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