Senior Analyst, Sales & Trading
Core
Guide clients through secondary market transactions on a private company liquidity platform, ensuring compliance and operational efficiency.
Role type
Senior IC sales & trading analyst
Builds
Secondary market transactions for venture-backed, pre-IPO companies
Domain
Financial services / Secondary market trading
Deliverable
client delivery
Required skills
client relationship management, transaction lifecycle management, lead generation, financial acumen, regulatory compliance, data accuracy, stakeholder coordination, pipeline tracking, platform expertise
Preferred skills
experience in institutional sales/trading, investment banking, private equity, venture capital, or investment sales
Technologies
Hiive platform
Responsibilities
Serve as the first point of contact for clients managing their transaction experience; provide market insights to build client trust; support clients through the transaction lifecycle via email, phone, or chat; review transaction documentation for accuracy; partner with operations and legal to ensure timely closings; source and qualify new buyers and sellers; track pipeline activity and transaction metrics.
Seniority
Senior, hands-on IC
