Associate Manager, Marketplace Operations
EquityZen is a mid-stage financial technology company, backed by leading venture and private equity investors. We're looking for collaborative, organized and hardworking Associate Manager, Marketplace Operations to join EquityZen’s growing team as we redefine private markets. If you are interested in learning more about pre-IPO companies and the deal making process, let’s talk!
Our platform enables large, private companies to deliver liquidity to their shareholders while providing investors access to invest in these proven, pre-IPO companies. EquityZen has served over 250 pre-IPO technology companies and is proud to be considered a liquidity provider for 60% of the largest US unicorns. A testament to EquityZen’s secure, paperless, and industry-defining online investment platform, we have successfully completed 30,000+ private placement transactions. Focusing on automating an antiquated offline process has allowed us to lead the charge in building more efficient, cost-effective, and transparent private markets. Watch this short video to learn more: equityzen.com/press.
THE RIGHT STUFF
- 4+ years of experience within finance, capital markets, private placements, or venture capital; bonus points if your experience is at a broker-dealer
- Bachelor's degree in Business, Finance, or related field
- Skilled project manager with the ability to juggle multiple deliverables across numerous stakeholders with many key milestones from start to finish
- Inspiring and effective coach for junior team members; experience checking and reviewing work, monitoring status and keeping the trains running on time, providing guidance and tips, and getting ahead of issues before they arise
- Strong attention to detail both in writing (an eye for typos and confusing instructions) and in numbers (noticing and resolving balances that don’t reconcile or don’t make sense); a measure twice, cut once mentality
- Client service pro who can craft and deliver informative, diplomatic, & timely communications, remain calm and collected in a fast-paced environment, and resolve client issues while also upholding EquityZen’s deal policies
- Systems thinker with the ability to quickly understand and map complex processes, identify risks in the process and root causes of issues that arise, and design & implement controls and process improvements to make the our deal process more efficient and better controlled
- Humble team player who enjoys and is successful in a collaborative environment
WHAT YOU’LL DO
- Manage the deal process and execution for high profile deals, working cross-functionally with the Sales, Research, Legal, and Compliance teams to drive deals to a timely close
- Communicate directly with clients, shareholders, and investors to collect all documents necessary for the transaction
- Mentor and train a team of Deal Operations Analysts, guiding them through their deals and client interactions
- Identify ways to automate and optimize processes / business methods and partner with Product/Engineering to execute as it aligns with our workflow goals
- Assist the Marketplace Manager with ad hoc projects such as identifying and implementing deal process innovations, developing and delivering onboarding trainings, designing and executing data analytics to improve our understanding of our Marketplace, and assisting with platform, product, and process decisions
BONUS POINTS
- Entrepreneurial spirit with a passion for world of venture capital, finance, technology, and the pre-IPO space
- Experience in secondary markets or FinTech marketplaces
- Experience as a people manager including hiring, onboarding, & performance management
- Experience with data analytics
EquityZen offers a competitive salary, stock options, full employee benefits (health, dental, vision), 401k match, individual professional development and wellness budget, generous time off policies and more!
To maximize cross-team collaboration, productivity and engagement, unless otherwise stated, it is expected that all employees work in our spacious new office in the financial district on a hybrid schedule. We appreciate that different teams and roles may have different requirements, so we focus on "presence with a purpose". Working from the office requires being fully vaccinated, signing an attestation stating as such and providing proof of vaccination. We are always dedicated to prioritizing all employees’ health and safety and accommodations will be made as required.
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.