Senior Associate, Forge

• 4+ years of experience in investor relations, sales at a financial institution, consulting, or business development
• Comfortable managing up, effectively communicating with, and supporting senior leadership to align on priorities and drive results
• Experienced and comfortable engaging with high-level individuals, including C-suite executives and company founders, to build relationships and drive business outcomes
• Experience communicating with and operating with multiple teams across an organization (product, finance, marketing, management)
• Understanding of the private markets, secondary sales, and venture capital
• Must be able to sit and/or stand for long periods of time in an office setting or in home office setting while working

Desirable

• Forge is looking for an Senior Associate to join the Private Company Solutions Group and support all aspects of private market transactions and business development efforts
• This role focuses on operational excellence and assisting senior team members in delivering tailored liquidity solutions to private companies and their partners, including law firms, banks, and other service providers
• In this role, the ideal candidate will work closely to execute and build out PCS and Forge’s business strategy, including preparing client-facing materials, tracking issuer mandates, and coordinating with internal teams to streamline processes
• Additionally, the candidate will play a key role in expanding Forge’s network of corporate partners by supporting business development efforts with banks, law firms, and other strategic stakeholders
• This role provides an opportunity to gain valuable experience in the private markets ecosystem while supporting the team’s strategic goals and progressing towards increased client-facing responsibilities
• Supporting the EVP and VP in relationship management, including preparing materials and coordinating activities with key stakeholders
• Assist with the opportunity to lead business development initiatives with banks, law firms, and service providers
• Maintain client pipeline, including tracking opportunities, building pipeline, and ensuring operational efficiency across issuer-related activities
• Organize and manage client events, including organizing, managing attendees, and post-event follow-up
• Contribute to developing and delivering tailored solutions by leveraging Forge’s suite of capabilities
• Independently manage select existing investor relationships with oversight from our senior team
• Build out and manage regular and ad-hoc reporting for management