Private Securities Group Associate, Forge
Stock market for private companies
Job no longer available
Stock market for private companies
201-500 employees
Job no longer available
201-500 employees
Company mission
To power an accessible, liquid , and transparent private market.
Role
Who you are
- Ideal candidate will have 2-3 years of experience in financial services
- Bachelor’s degree in an area such as finance, economics or business
- Series 7 certified
- Must be comfortable working in a hybrid in-office / remote working environment
- Must be able to sit and/or stand for long periods of time in an office setting or in home office setting while working
- Ability to multi-task and adaptable to changing and dynamic situations
- Understanding of institutional equity research and sales
- Excellent communication (both written and verbal) and organization skills; candidates must be very detail oriented
- Independent thinker and self-starter with the motivation to learn about and excel in a growing industry
- Must be comfortable working both independently and in a team environment
What the job involves
- From day one, our new associates benefit from collaborative, mentoring relationships, often interacting with senior executives at the companies we cover and getting to know our best institutional clients
- The result is a truly enriching experience that provides opportunities to build your existing skills and develop a keen understanding of the industry
- Associates will eventually be responsible for owning client relationships and delivering on transaction outcomes
- Assist the team with day-to-day responsibilities, such as communication with customers and collecting new client data
- Develop and manage client relationships
- Perform client due diligence
- Take an active role in developing, structuring and executing transactions
- Prepare client presentations and deliverables for senior management
- Work with various internal groups and point persons, such as Research Analysts and Marketing
- Participate in the development of business prospects from current customers, referrals and networking
- Once ramped, you will monetize client relationship and own transaction outcomes
Our take
Corporate stock options are a competitive advantage for companies wishing to attract and motivate top talent. The option of early liquidity proves to be an enticement, especially when startups tend to postpone going public for so long.
Forge offers companies, their employees, investors, and institutions a means of selling their shares in a pre-IPO stock market, allowing private shares to be traded as freely as public company shares. Forge aims to standardize and bring speed to trades in the private market.
Big rivals include Carta and the Nasdaq Private Market, while others such as EquityZen, Zanbato, and Industry Ventures also pose threats. To strengthen its position in this bustling marketplace, Forge is focused on partnerships and new products; launching products such as Forge Intelligence, its first data product, and Forge Company Solutions. The company is also expanding its global reach through partnerships with Wells Fargo Securities and Deutsche Börse.
Freddie
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
May 2021
$150m
LATE VC
Jan 2019
$35m
SERIES B
Total funding: $238.5m
Company benefits
- Health and wellness: Medical, dental, and vision are available to all employees.
- Smart savings: 401k plan, life insurance, HSA and FSA, and pre-tax mass transit and parking benefits.
- Ownership: Equity is offered to all qualifying employees.
- Life balance: New parent leave and generous time off.
- We grow with you : We encourage and support your growth through education, training, and mentorship.
- Relationship building: Team lunches, employee interest groups, and company celebrations.
- Community and culture: Employee-led resource groups, volunteering, and community service.
- Rewards and recognition: Continuous recognition of our employees’ milestones, wins, and hard work.
- Food and snacks: Healthy snacks, drinks, and weekly lunches when in the office.
Company HQ
Financial District, San Francisco, CA
Leadership
Kelly Rodriques
(CEO)Former CEO of Pensco and Founder of Operative Capital. Previous Operating Partner with Ignition Growth Capital and CEO of Blowtorch Entertainment. Successfully started and co-invested with accomplished venture capitalists in early-stage technology companies. Serves as a board member and advisor to several growth companies in technology-enabled service sectors.
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