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
institutional sales/trading experience, lead prospecting, relationship management, transaction lifecycle management, financial acumen, FINRA Series 7 and 63 licensing
Preferred skills
experience in investment banking, private equity, venture capital, or investor relations
Technologies
Hiive platform
Responsibilities
Serve as first point of contact for clients managing their transaction experience; provide market insights and build client rapport; support transaction lifecycle from inquiry to closing; review transaction documentation for accuracy; partner with operations and legal to troubleshoot issues; source and qualify new clients; track pipeline activity and transaction metrics.
Seniority
Senior, hands-on IC