Deal Operations Analyst

Manhattan, New York City
Full Time
Financial Technology (FinTech)
Min. Experience
Equity Grant
EquityZen is an early-mid stage financial technology company, backed by leading venture and private equity investors. We're looking for a Deal Operations Analyst to join EquityZen’s growing team as we redefine private markets.  Join us if you are energized by the deal-making process, have an interest in technology and finance, and are constantly looking for ways to optimize business processes. If becoming a Deal Analyst and assisting in deals on EquityZen's cutting edge marketplace for investments in private technology companies excites you, let’s chat!
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 150 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 8500+ 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:
  • Manage the execution of private equity transactions on our platform, 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, throughout the lifecycle of the deal in order to collect necessary documents needed for the transaction
  • Identify process improvement opportunities and work with our Technology and Product teams to automate and optimize our platform and processes
  • 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, private placements, and marketplaces 

  • 1-3 years of work experience (recent graduates with extensive internship experience may also be considered)
  • Passion for tech (via side projects or current work)
  • Love for deal-making and 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 demonstrated ability to quickly tackle complex processes/topics
  • A bias towards action, insatiable curiosity, a desire to have an impact and a relentless drive to constantly improve the way we do things and challenge the status quo
  • Exceptional communicator, both internally and with clients
  • Experience in any of the following roles:
  • Analyst experience in private equity or venture capital
  • Analyst experience at an investment bank, brokerage firm, or asset management firm
  • Analyst or Consultant experience at a management consulting or advisory firm
  • Analyst experience in product or data analytics

  • Entrepreneurial or venture capital experience
  • Experience in private placements, capital markets, or FinTech marketplaces
  • Experience at an internet-based investment firm, crowdfunding, or P2P lending
  • Experience with data analytics and modeling

  • Knowledge about the most promising VC venture-backed companies and VC firms
  • Experience in a fast-paced role within a growing technology company, and interaction with various business stakeholders (technology, sales, legal, research, compliance)
  • Opportunity to prove yourself and rise quickly within a growing team and business (we are not big on bureaucracy)
  • Equity, competitive salary, full employee benefits (health, dental, vision), flexible paid time off, stocked fridge, a supply of snacks, weekly catered lunch and more!
  • Opportunity to work with a smart, passionate, mission-focused team that also knows how to have fun


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.

Why join EquityZen?

Our promise to you: you will learn more, faster than you can imagine.

  • Learn from our investors (early Twilio, MakerBot, and more!)
  • Access corporate discounts such as commute, gym, rentals, etc.
  • Get paid. Competitive equity and salary, full benefits (health, dental, vision), flexible paid time off
  • Do good. Achieve a double bottom-line, bring education and access to millions

Our team is growing

Reach out if you are:

  • Creative and tenacious
  • Passionate about the capital markets
  • Not afraid to redefine an industry
  • Excited to take on many roles and excel
  • Ready to have fun with our team!