Private Markets Transaction Desk Associate
Core
Sell-side secondary transactions in private tech companies, managing the full lifecycle from prospecting shareholders to settlement on the EquityZen marketplace.
Role type
Associate, sell-side transaction specialist
Builds
Liquidity and trade execution for private company shareholders and early investors
Domain
Private Markets / Secondary Transactions
Deliverable
client delivery
Required skills
sell-side brokerage, prospecting, pipeline management, trade pricing, negotiation, transfer restrictions, ROFR processes, SPV structures
Preferred skills
private valuation metrics, network of shareholders/FAs/institutional buyers
Responsibilities
Prospect private company shareholders and early investors via phone, email, and platform; Build, manage, and forecast transaction pipeline; Price and negotiate trades; Serve as primary client contact; Drive execution end-to-end with operations, legal, and compliance; Navigate transfer restrictions and SPV structures independently.
