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Private Markets Associate

EquityZen is a financial technology company, backed by leading venture and private equity investors. We’re looking for a knowledgeable and hardworking Private Markets Associate who has a strong interest in the pre-IPO space and private markets. 

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 35,000 private placements completed across 400+ companies, EquityZen leads the way in delivering “Private Markets for the Public”.

WHAT YOU’LL DO

  • 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

THE RIGHT STUFF

  • 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

BONUS POINTS

  • Experience with the institutional investor channel
  • Comprehension of private valuation metrics
  • Experience with, or interest in Salesforce
  • Understanding of employee stock options plans

SALARY

  • $110,000 Base + Commissions + Equity

EquityZen also offers full employee benefits (health, dental, vision), 401k match, individual professional development and wellness budget, generous time off policies 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 expressly prohibits 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.



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Average salary estimate

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$110000K

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What You Should Know About Private Markets Associate, EquityZen

If you're passionate about the pre-IPO space and have a knack for finance, EquityZen has an exciting opportunity for you as a Private Markets Associate based in New York, New York! As a financial technology leader helping to simplify the complexities of private markets, EquityZen’s marketplace has been pioneering the way since 2013, enabling accredited investors to access shares in over 400 private companies. In this role, you will be a cornerstone of our dynamic team, reporting directly to the Chief Strategy Officer. Your primary responsibility will be assisting shareholders—such as founders, employees, and early investors—in liquidating their shares. You’ll be the friendly face representing EquityZen, fielding inbound inquiries from shareholders, ensuring all requests are handled efficiently. You’ll also drive company growth through proactive sales outreach, building relationships with both shareholders and issuers alike. This role encourages a collaborative spirit as you partner with our Demand, Legal, Marketing, and Marketplace teams to facilitate offerings. If you are self-motivated and eager to champion process improvements, this is your platform to shine. We’re looking for someone with at least 3 years of experience in finance or capital markets, and possessing your FINRA Series 7 and 63 licenses. EquityZen promotes a culture of equal opportunity, where you can feel empowered to make an impact while enjoying competitive salaries and comprehensive benefits. Join us in delivering 'Private Markets for the Public'!

Frequently Asked Questions (FAQs) for Private Markets Associate Role at EquityZen
What are the key responsibilities of a Private Markets Associate at EquityZen?

As a Private Markets Associate at EquityZen, you’ll be instrumental in assisting shareholders with liquidating their shares, while also managing relationships and driving outreach efforts. Your role includes collaborating with internal teams, improving processes, and promoting liquidity programs. If you are excited about these responsibilities, EquityZen would love to hear from you!

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What qualifications do I need to become a Private Markets Associate at EquityZen?

To apply for the Private Markets Associate position at EquityZen, you should have at least 3 years of experience in finance or private placements. You must also hold FINRA Series 7 and 63 licenses. Ideal candidates will have a strong understanding of the pre-IPO market and experience in sales.

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How does EquityZen support employee growth for a Private Markets Associate?

EquityZen is committed to the professional development of its employees, including those in the Private Markets Associate role. You can expect individual wellness budgets, opportunities for training, and a collaborative work environment that encourages team growth and learning. This way, you can excel not only in your current role but throughout your career.

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What is the salary range for a Private Markets Associate at EquityZen?

At EquityZen, the compensation for a Private Markets Associate starts at a base salary of $110,000, in addition to commissions and equity options. This competitive package is complemented with full employee benefits like health insurance, a 401k match, and generous time off policies.

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What type of company culture does EquityZen have for a Private Markets Associate?

EquityZen fosters a collaborative and inclusive culture, perfect for a Private Markets Associate. The environment is welcoming, encouraging innovation and personal development. EquityZen also emphasizes equal employment and prohibits workplace harassment, ensuring a safe and respectful space for all employees.

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How does EquityZen ensure diversity in hiring for the Private Markets Associate position?

EquityZen promotes diversity and equal opportunity in its hiring processes for the Private Markets Associate role. The company complies with all applicable laws regarding nondiscrimination and actively seeks to maintain a workforce that reflects a variety of backgrounds and perspectives, creating a vibrant workplace community.

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What is the work-life balance like for a Private Markets Associate at EquityZen?

For a Private Markets Associate at EquityZen, work-life balance is a priority. The company offers flexible scheduling and generous time-off policies, allowing you to maintain a healthy balance between your professional responsibilities and personal life.

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Common Interview Questions for Private Markets Associate
Can you explain your understanding of the pre-IPO market?

When answering this question, demonstrate your knowledge of the pre-IPO landscape, including the liquidity challenges that shareholders face and the investment opportunities available in this space. Discuss how pre-IPO investments differ from public market investments.

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How do you approach building relationships with shareholders?

In your response, emphasize your communication skills, the importance of trust, and the strategies you use to engage effectively with shareholders. Consider sharing a specific example where you successfully built a rapport.

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What experience do you have with financial sales?

Highlight your past sales experience within the finance sector, focusing on the products you sold, your approach to reaching sales targets, and any relevant successes. Be sure to align your response with the responsibilities outlined for a Private Markets Associate.

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How do you identify process improvement opportunities?

For this question, provide a structured response demonstrating your analytical skills. Talk about specific tools or methodologies you use to uncover inefficiencies and how you've implemented improvements in previous roles.

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What role do you think technology plays in private placements?

Discuss how technology can enhance transparency, streamline processes, and improve accessibility for investors in private markets. Highlight any tech tools you have experience with that can be valuable in this role.

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How would you handle a challenging inquiry from a shareholder?

When addressing this question, showcase your conflict resolution and customer service skills. Describe a situation where you faced a tough inquiry and how you resolved it while maintaining professionalism and a positive relationship.

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What motivates you in a sales role?

Share your personal motivators, such as achieving goals, helping clients find solutions, or being part of a growth-oriented team. Connecting your motivations to EquityZen's mission can strengthen your answer.

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Can you discuss your experience with employee liquidity programs?

Explain your understanding of employee liquidity programs, including their impact on both employees and companies. Mention any direct experience you have working with these programs or related initiatives.

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How do you stay informed about changes in the financial industry?

Describe your methods for staying current, such as following financial news, attending industry conferences, or being part of professional networks. This shows your commitment to continual learning in a fast-paced industry.

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Why do you want to work at EquityZen as a Private Markets Associate?

Express your enthusiasm for the company’s mission and values. Highlight how your skills and experiences align with the role and how you see yourself contributing to the success of EquityZen and its shareholders.

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Our mission is to improve the way startup employees are paid by unlocking the value of their equity compensation in a way that benefits all key players: the shareholder, the company, and the investor.

7 jobs
MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$110,000/yr - $110,000/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
November 24, 2024

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