Investment Associate

Job Description

EquityZen is an early-mid stage financial technology company, backed by leading venture and private equity investors. We’re looking for an Investment Associate to join EquityZen’s growing team as we redefine private markets. Join us if you are interested in growing our client base, driving business, and are energized by personal and team growth within the private venture-backed technology space. If becoming an Investment Associate and being a key contributor to hitting our ambitious goals invigorates you, let’s chat! Our team is a group of ambitious, yet humble people across all disciplines and backgrounds. Have a look at our team and values and join us if you’re interested in these set of values.Our platform enables large, private companies to deliver liquidity to their shareholders while providing investors access to invest in these proven, pre-IPO companies. EquityZen has served over 150 pre-IPO technology companies and is proud to be considered a liquidity provider for 1 out of 3 of the largest unicorns. A testament to EquityZen's secure, paperless, and industry-defining online investment platform, we have successfully completed 8500+ private placement transactions. Focusing on automating an antiquated offline process has allowed us to lead the charge in building more efficient, cost-effective, and transparent private markets. Watch this short video to learn more: equityzen.com/press WHAT YOU'LL DO

• Discuss and present investment opportunities to warm investor leads
• Be empowered with the creative autonomy given to build and generate lists of prospective HNW and UHNW investors
• Educate investors on how the secondary market and alternative assets fit within their portfolio
• Collaborate with internal stakeholders to voice client feedback and assist with platform improvements
• Participate in product ideation and innovation as we address a growing market
• Gain an understanding of VC backed private tech companies, learn about valuation, varying business models, and paths to exit

THE RIGHT STUFF

• 2+ years of relevant experience selling financial products ideally in private wealth management, venture capital, or private equity
• Bachelor’s degree or equivalent
• FINRA Series 7 and Series 63 licenses
• Experience selling equities for alternative asset classes to UHNW and HNW investors
• Experience selling to inbound leads as well as prospecting for new investors through multiple channels
• An interest in the venture capital asset class
• Strong communication skills (verbal, listening and written)
• Highly organized and works hard and smart with attention to detail
• Experience with lead generation/prospecting and/or Sales Development
• Collaborative approach and team player mentality
• Process-oriented, data-driven and tech-forward
• Self-driven, motivated and results driven

BONUS POINTS

• 2-year track record of exceeding sales quotas within a financial services firm
• Experience selling alternative investments, ideally private tech investments (crowdfunding, pre-IPO, private equity stakes)
• Experience selling investments to the HNWI investor channel
• Experience using Salesforce or a similar CRM
  

WHAT YOU'LL GAIN

• Helping to develop a cutting-edge FinTech marketplace
• Work cross-functionally with supply, research, deal, product and marketing teams
• Equity, competitive salary, full employee benefits (health, dental, vision), flexible paid time off, stocked fridge, supply of snacks, weekly catered lunch and more!
• Opportunity to work with a smart, passionate, mission-focused team that also knows how to have fun

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.