Private Markets Transaction Desk Associate
Core
Own a book of sell-side secondary transactions in private tech companies, prospecting shareholders and investors to drive engagement and liquidity on the EquityZen marketplace.
Role type
Associate, sell-side secondary transaction specialist
Builds
Sell-side secondary transaction pipeline and closed deals for private tech companies
Domain
Private markets, secondary equity transactions, fintech
Required skills
sell-side brokerage, secondaries, account executive, institutional/alternatives sales, quota-carrying, client-facing, prospecting, pipeline management, trade pricing, negotiation, transfer restrictions, ROFR processes, SPV structures
Preferred skills
network of private company shareholders, FAs, or institutional buyers, private valuation metrics
Technologies
EquityZen platform
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.
Seniority
Associate, entry-level transaction specialist