Deal Operations Analyst

| Greater NYC Area
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EquityZen is an early-mid stage financial technology company, backed by leading venture and private equity investors. We're looking for a collaborative, organized and hardworking Deal Operations Analyst 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 200 pre-IPO technology companies and is proud to be considered a liquidity provider for 1 out of 3 of the largest unicorns. A testament to EquityZen's secure, paperless, and industry-defining online investment platform, we have successfully completed 14,000+ 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.

 WHAT YOU’LL DO

  • Reporting to the Marketplace Operations Manager, you will manage the execution of venture-backed secondaries on our platform, working cross-functionally with the Sales, Research, Legal and Compliance teams to drive deals to a timely close
  • Communicate directly with shareholders and investors throughout the lifecycle of the transaction in order to ensure the deal is on track for a timely closure
  • Identify process improvement opportunities and work with the Marketplace team to provide a tangible solution that can be implemented by the Product team
  • Process all administrative work that is essential to deal flow
  • Ability to utilize data analytics to improve our understanding of EquityZen’s Marketplace and drive essential data-backed decisions about our platform, products, processes, and stakeholders
  • Contribute to Marketplace projects on an ad hoc basis
  • Become an expert in deal-making, secondaries, and marketplaces 

THE RIGHT STUFF

  • Has a passion for the world of finance, technology, and the pre-IPO space
  • Proficient in Microsoft Excel
  • Thrives in a fast-paced environment
  • Works hard and smart with attention to detail; does not sacrifice quality for speed
  • Ability to manage many competing tasks and deadlines under pressure
  • Demonstrated skills in process improvement and/or ability to quickly tackle complex processes/topics
  • Self-starter
  • Exceptional communicator, both internally and externally via email and phone

BONUS POINTS IF YOU HAVE

  • Entrepreneurial spirit and interest in the world of venture capital
  • Previous internship experience in private placements, capital markets, FinTech marketplaces, internet-based investment firm, crowdfunding, or P2P lending
  • Experience with data analytics and modeling

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

EquityZen is dedicated to prioritizing all employees’ health and safety during the COVID-19 pandemic. We have a new, socially-distant friendly office space where we have established strict protocols to protect the health and safety of all employees; however, working from the office is strictly voluntary until further notice.

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.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • DjangoFrameworks
    • TensorFlowFrameworks
    • MemcachedDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • SketchDesign
    • FigmaDesign
    • AsanaManagement
    • IntercomCRM
    • SalesforceCRM

Location

We have a new social-distance friendly space just doors from the New York Stock Exchange! Right in the heart of where good things happen for EquityZen

An Insider's view of EquityZen

How do you collaborate with other teams in the company?

We have constant communication and feedback so you're never working on a feature in a silo or release something that was totally off mark. All features go through a design session, and all code is thoroughly reviewed. For big projects, a Slack channel is created where the developers, product owner, and business owner handle questions that come up.

Bryant

Principal Engineer

What are some things you learned at the company?

Since joining EquityZen, I've learned to have more of an analytical mindset when making decisions and proposing solutions. Coming from a client-facing background at a large company, tools like SQL were things I never touched or knew about. At EquityZen, we're empowered and encouraged to look at that data to make quantitative decisions.

Roy

Senior Investment Associate

How do you empower your team to be more creative?

Engineers have the opportunity to flex their creativity throughout the development process. They own the technical design of their respective features and will work with Product and UX to whiteboard, brainstorm, and debate the merits of the various ideas, collaboratively arriving at the best solution.

Shanon

VP, Engineering

What projects are you most excited about?

We’re trying to make complex processes such as selling private equity and investing in private companies more accessible and intuitive, and I’m most excited when working across multidisciplinary teams to design and build our investment platform to improve the customer experience and create value for our users - which, luckily, happens to be my job!

Huilin

Product Manager

What are EquityZen Perks + Benefits

Culture
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Company Equity
Performance Bonus
Match charitable contributions
Our Founders generously matched donations in 2020 to support our belief in the fight against racial and social injustice.
Child Care & Parental Leave Benefits
Flexible Work Schedule
Remote Work Program
In these COVID times, we support each employees' individual needs.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Stocked Kitchen
EquityZen provides all the fixins' you need for breakfast, lunch, snacks and drinks. And yes, there is a beer and wine fridge.
Some Meals Provided
EquityZen brings in a catered lunch every Friday. Cinco de Mayo? Bring on the tacos!
Happy Hours
Happy hours are hosted On occasion .
Professional Development Benefits
Job Training & Conferences
Acme Co. offers employees professional development opportunities like Annual individual budget for training.
Diversity Program
Cross functional training encouraged
Promote from within
Continuing Education stipend
Online course subscriptions available
Paid industry certifications
EquityZen ensures that everyone has the licenses and certifications they need to do their job.
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