Senior Analyst, Sales & Trading
Core
Guide clients through secondary market transactions on a venture-backed 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
Deliverable
client delivery
Required skills
Client relationship management, transaction lifecycle management, market prospecting, regulatory compliance, financial acumen, data accuracy
Preferred skills
Experience in institutional sales/trading, investment banking, or private equity
Technologies
Clarity platform
Responsibilities
Serve as first point of contact for clients managing their transaction experience, build trust by providing market insights, support clients through the transaction lifecycle via email/phone/chat, review transaction documentation for accuracy, partner with operations and legal to ensure timely closings, source and qualify new clients, track pipeline activity and transaction metrics
Seniority
Senior, hands-on IC