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 markets / Venture capital
Deliverable
client delivery
Required skills
client relationship management, transaction lifecycle management, market prospecting, regulatory compliance, financial acumen, data accuracy, stakeholder partnership, pipeline tracking
Preferred skills
experience in institutional sales/trading, investment banking, private equity, venture capital, or investment sales
Technologies
Clarity platform
Responsibilities
Serve as first point of contact for clients managing their transaction experience; Provide clear market insights to build client trust; Support clients through the transaction lifecycle via email, phone, or live chat; Review transaction documentation and platform data for accuracy; Partner with operations and legal to troubleshoot and close deals; Source and qualify new buyers and sellers; Track pipeline activity and transaction metrics.
Seniority
Senior, hands-on IC
