Associate, Sales & Trading
Core
Guide clients through secondary market transactions on a private company liquidity platform, managing the full lifecycle from inquiry to closing while ensuring compliance and operational efficiency.
Role type
Associate, Sales & Trading (Client-facing & Operations)
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, regulatory compliance, lead generation, financial acumen, documentation review, stakeholder partnership
Preferred skills
Experience in institutional sales/trading, investment banking, private equity, or venture capital
Technologies
Clarity platform, email, phone, live chat
Responsibilities
Serve as first point of contact for clients, build trust with clients via market insights, support transaction lifecycle across channels, review transaction documentation, partner with operations and legal, source and qualify new clients, track pipeline and transaction metrics
Seniority
Junior to Mid-level (1–3 years experience)
