---
title: 'Senior Sales Analyst at EquityZen'
canonical: 'https://feeny.ai/job/senior-sales-analyst-equityzen-new-york-new-york-ne4zet3a5nm9'
type: 'job'
last_seen: '2026-09-13'
---

# Senior Sales Analyst at EquityZen

- **Company:** EquityZen
- **Location:** New York New York, United States
- **Posted:** 2026-01-21
- **Last confirmed live:** 2026-09-13
- **Apply:** https://job-boards.greenhouse.io/equityzen/jobs/6620608003

## Job description

EquityZen is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public. EquityZen is a subsidiary of Morgan Stanley. We're looking for a Senior Sales Analyst who is eager to help us to build the most welcoming private company investing marketplace.

## WHAT YOU'LL DO

- Work with our Sales teams to drive buy- and sell-side transactions in private tech companies
- Prospect and onboard new private market investors and serve as a key investment resource for existing clients
- Generate high intent investor leads for block trades and brokered transactions
- Assist with identifying prospective shareholders of private tech companies, and interact with C-suite operators at both issuers and funds alike
- Assist with day-to-day tasks vital to the success of the team, including: handling client inquiries, helping to execute transactions, providing market color, and other ad hoc projects
- Keep abreast of the latest developments in private markets
- Conduct research on the broader mid-late stage pricing environment and participate in the deal valuation process
- Help with reporting and analytics in order to define and test best practices

## THE RIGHT STUFF

- 1-2 + years experience as an Investment Analyst, Investment Sales Support, or general venture capital / financial services
- FINRA Series 7 and 63 (or 66) Licenses
- Experience with lead generation/prospecting and/or sales development
- An interest in the venture capital asset class
- Strong communication skills (verbal, listening, and written)
- Highly organized and works hard and smart with attention to detail
- Collaborative approach and team player mentality
- Process-oriented, data-driven and tech-forward
- Self-driven, motivated, and results-driven
- Undergraduate degree

## BONUS POINTS

- Experience with the institutional investor channel
- Comprehension of private valuation metrics
- Experience with Airtable, SQL, Salesforce, and Excel

## SALARY

- $90,000 + commission

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

## About EquityZen

## Company Overview
- **One-liner**: EquityZen is an online marketplace that enables trading of pre-IPO employee shares from privately held companies, providing liquidity to early shareholders and private market access to accredited investors.
- **Entity Type**: Private (Acquired by Morgan Stanley in January 2026)
- **Headquarters**: New York, New York, United States
- **Founded**: 2013
- **Founders**: Atish Davda, Shriram Bhashyam, Phil Haslett

## Core Business
- **Primary industry**: Financial Services / Secondary Market / FinTech
- **Target customers**: B2C/B2B — Accredited investors (buyers) and employees/shareholders of private companies (sellers)
- **Mission or purpose statement**: "Private Markets for the Public" — democratizing access to investing in private markets.

## Products & Services
- **Secondary Market Platform**: An electronic trading platform and online marketplace that connects shareholders of private companies with accredited investors to facilitate pre-IPO share transactions.
- **EquityZen Funds**: Low-minimum investment funds that allow accredited investors to gain diversified exposure to private company shares.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (acquired by Morgan Stanley for an undisclosed amount on January 27, 2026).
- **Key Metric**: Annual Revenue of $18.5M (as of recent estimates); Total Funding of $13.1M prior to acquisition.
- **Notable Investors/Partners**: Draper Associates (Series B lead), Morgan Stanley (acquiring parent company).
- **Growth Signals**: Acquired by Morgan Stanley in 2026, signaling strong validation and integration into a global financial institution. Has completed over 40,000 private placements across 450+ companies.

## Competitive Advantages
- **First-mover advantage** in the pre-IPO secondary market space, established since 2013.
- **Scale and track record** with over 40,000 placements across 450+ companies.
- **Post-acquisition stability and resources** from Morgan Stanley, combining fintech agility with institutional backing.
- **Regulatory compliance** and established trust in a highly regulated market.

## Strategic Focus
- Post-acquisition integration with Morgan Stanley, blending startup culture with big-bank processes and controls.
- Expanding access to private markets for accredited investors through low-minimum funds.
- Scaling the platform and enhancing compliance and operational infrastructure.

## Why Work Here
- **Culture**: Described as learning-oriented, with transparent leadership communication and a small-team ownership mindset. Values include "Be Ethical," "Be Ready to Teach and Learn," "Be Human," "Be an Inspiring Team Player," and "Be Resilient but Humble."
- **Work Model**: Hybrid work schedule.
- **Benefits**: 100% employer-paid health, dental, and vision premiums; generous parental leave; short + long-term disability insurance; 401(k) match; open time off; individual professional development and wellness budget; stock options.
- **Engineering Culture**: Small technical team (7% of workforce), offering high ownership and impact. Candidates should expect meaningful responsibility and the ability to wear multiple hats.
- **Considerations**: The workplace is mid-integration post-acquisition, which brings increased process, compliance, and slower iteration — a tradeoff of small-team ownership with big-bank controls. The business is cyclical and transaction-dependent.

## Sources
1. [equityzen.com](https://equityzen.com/)
2. [LinkedIn](https://www.linkedin.com/company/equityzen)
3. [Built In](https://builtin.com/company/equityzen/faq/workplace-perception)
4. [Greenhouse Careers Page](https://job-boards.greenhouse.io/equityzen/jobs/4103309003)

## Other roles at EquityZen

- [General Application](https://feeny.ai/job/general-application-equityzen-new-york-new-york-4yp41n85b23g) — New York New York, United States
- [Senior Sales Analyst](https://feeny.ai/job/senior-sales-analyst-anaplan-singapore-kjdm5230z9k6) — Singapore