Senior Sales Analyst jobs in United States
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LaunchCapital · 20 hours ago

Senior Sales Analyst

EquityZen is a financial technology company that connects investors and shareholders in the private market. They are seeking a Senior Sales Analyst to drive transactions, onboard investors, and support the sales team in achieving their goals.

ConsumerInformation TechnologyMedical DevicePublishing

Responsibilities

Work with our Sales teams to drive buy- and sell-side transactions in private tech companies
Prospect and onboard new private market investors and serve as a key investment resource for existing clients
Generate high intent investor leads for block trades and brokered transactions
Assist with identifying prospective shareholders of private tech companies, and interact with C-suite operators at both issuers and funds alike
Assist with day-to-day tasks vital to the success of the team, including: handling client inquiries, helping to execute transactions, providing market color, and other ad hoc projects
Keep abreast of the latest developments in private markets
Conduct research on the broader mid-late stage pricing environment and participate in the deal valuation process
Help with reporting and analytics in order to define and test best practices

Qualification

Investment AnalystFINRA Series 7 LicenseFINRA Series 63 LicenseLead GenerationSales DevelopmentAirtableSQLSalesforceExcelHighly OrganizedProcess-OrientedCommunicationCollaborative ApproachSelf-Driven

Required

1-2 + years experience as an Investment Analyst, Investment Sales Support, or general venture capital / financial services
FINRA Series 7 and 63 (or 66) Licenses
Experience with lead generation/prospecting and/or sales development
An interest in the venture capital asset class
Strong communication skills (verbal, listening, and written)
Highly organized and works hard and smart with attention to detail
Collaborative approach and team player mentality
Process-oriented, data-driven and tech-forward
Self-driven, motivated, and results-driven
Undergraduate degree

Preferred

Experience with the institutional investor channel
Comprehension of private valuation metrics
Experience with Airtable, SQL, Salesforce, and Excel

Benefits

Full employee benefits (health, dental, vision)
Individual professional development and wellness budget
Flexible paid time off

Company

LaunchCapital

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LaunchCapital is focused on entrepreneurs at the seed stage.

Funding

Current Stage
Early Stage
Company data provided by crunchbase