Deal Operations Analyst, EquityZen

• 0-1 years’ work experience or recent graduate with internship experience
• Previous internship experience in private placements, capital markets, FinTech marketplaces, internet-based investment firm, crowdfunding, or P2P lending
• Passion for the world of finance, technology, and the pre-IPO space
• Self-starter who is willing and excited to roll up their sleeves and learn
• Strong attention to detail both in writing and with numbers (noticing and resolving balances that don’t reconcile or don’t make sense)
• Systems thinker with the ability to quickly understand and map complex processes, identify risks in the process and root causes of issues that arise, and design & implement controls and process improvements to make the our deal process more efficient and better controlled
• Undergraduate degree

Desirable

• We’re looking for a collaborative, organized and hardworking Deal Operations Analyst, who has a strong interest in the pre-IPO space
• Manage deal process/execution, working cross-functionally with the Sales, Research, Legal, and Compliance teams to drive deals to a timely close
• Communicate directly with clients, shareholders, and investors to collect all documents necessary for the transaction
• Identify ways to automate and optimize the deal processes / business methods and partner with Product/Engineering to execute as it aligns with our workflow goals
• Design and execute data analytics to improve our understanding of our Marketplace and assist with platform, product, and process decisions
• Ad hoc projects as necessary