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EquityZen

Senior Sales Analyst

EquityZen

New York, NY · Senior

$90,000

Listed on EquityZen’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

This role supports EquityZen's sales team in sourcing and onboarding investors for private company share transactions, with research and deal support responsibilities. It suits someone with early financial services experience who wants exposure to venture capital markets and can handle a mix of prospecting, client service, and analytical work.

Our summary, not EquityZen’s wording. The full posting is on their site.

Skills this role names

Log in to see which of these are already on your profile.

What they ask for

Required

  • 1–2 years as Investment Analyst, Investment Sales Support, or venture capital/financial services role
  • FINRA Series 7 and 63 (or 66) licenses
  • Lead generation and/or sales development experience
  • Undergraduate degree
  • Strong written and verbal communication

Nice to have

  • Institutional investor channel experience
  • Understanding of private valuation metrics
  • Experience with Airtable, SQL, Salesforce, and Excel

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