Associate Manager, Deal Operations

EquityZen is a financial technology company, backed by leading venture and private equity investors. We’re looking for an Associate Manager, Deal Operations to join EquityZen’s growing team as we redefine private markets. 

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 40,000 private placements completed across 450+ companies, EquityZen leads the way in delivering “Private Markets for the Public”.

• 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

• 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 training, designing and executing data analytics to improve our understanding of our Marketplace, and assisting with platform, product, and process decisions

• 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 working with Product and Engineering teams
• Experience as a people manager including hiring, onboarding, & performance management
• Experience with data analytics

COMPENSATION

• $105,000 - $120,000 annually, discretionary bonus, and equity

EquityZen also offers full employee benefits (health, dental, vision), 401k, individual professional development and wellness budget, generous time off policies 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.

Please be aware of fake job offers coming from people claiming to be EquityZen Inc. employees. EquityZen employees and/or recruiters will never ask you for money or personal information like bank account numbers, and will not send you checks. EquityZen will always ask for a phone call or video call as the first step in our hiring process. Emails from EquityZen come only from equityzen.com and not other similar domains.