Analyst, Sales & Trading
Core
Guide clients through secondary market transactions on a private company liquidity platform, ensuring compliance and operational efficiency.
Role type
Junior IC sales & trading analyst
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, multitasking in fast-paced environments
Preferred skills
FINRA Series 7 and 63 licenses, experience in institutional sales/trading, investment banking, private equity, venture capital, or investment sales
Technologies
Hiive platform
Responsibilities
Serve as the first point of contact for clients managing their experience on the platform; Provide clear market insights to build trust; Support clients through the transaction lifecycle via email, phone, or live chat; Review transaction documentation and platform data for accuracy; Partner with operations and legal to troubleshoot issues; Source and qualify new clients through outreach; Track pipeline activity and transaction metrics.
Seniority
Junior, 0–2 years experience