Senior Sales Analyst

EquityZen is a financial technology company, backed by leading venture and private equity investors. We’re looking for a Senior Sales Analyst who is eager to help us to build the most welcoming private company investing marketplace. 

Since 2013, the EquityZen has brought together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors for as little as $10,000. Having completed more than 35,000 private placements in more than 400 private companies, EquityZen leads the way in delivering “Private Markets for the Public”.

In October, it was announced that EquityZen is joining forces with Morgan Stanley. The acquisition, which is expected to close in early 2026, will propel forward our mission of building Private Markets for the Public, by integrating with one of the world's leading financial institutions.

WHAT YOU'LL DO

• 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

THE RIGHT STUFF

• 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 

BONUS POINTS

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

SALARY

• $90,000 + commission

EquityZen offers a competitive salary, full employee benefits (health, dental, vision), individual professional development and wellness budget, flexible paid time off, and more! 

EquityZen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, EquityZen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. EquityZen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of EquityZen’s employees to perform their job duties may result in discipline up to and including discharge.