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Open nowFirst seen 33 hours ago

Analyst, Institutional Team

SourceCode857 open roles

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This job: first seen 33 hours ago

The posting

Analyst, Institutional Team

Team: Institutional / Private Markets

Full-time, remote (United States)

Reports to: Director, Institutional Sales

About StartEngine:

StartEngine is one of the largest private-market investing platforms in the United States, giving investors access to private companies that were historically the exclusive domain of institutions. Our Institutional team sits at the center of that market — building relationships with funds, family offices, RIAs, and other professional allocators, and executing the transactions that move private shares between them. The private secondary market has grown into a multi-billion-dollar asset class, and the intermediaries who can source both sides of a trade, price it credibly, and close it cleanly are the ones who win. That is the job.

About the Role: As an Analyst on the Institutional team, you will be a foundational member of a small, high-ownership group. You will support and increasingly own the full lifecycle of institutional transactions in private company shares — from identifying and qualifying counterparties, through indication of interest, pricing discussion, and documentation, to close. This is a commercial, client-facing seat, not a back-office one. You will spend your days on the phone and in inboxes with sophisticated institutional investors. Analysts who perform well here move quickly into coverage ownership of their own accounts and, over time, into Associate and senior deal roles. You should want to be in the market. If you would rather build models in a quiet room, this is the wrong desk.

What You'll Do

  • Deal execution and coverage
  • Run institutional transactions end-to-end: match buyers and sellers of private company shares, coordinate pricing conversations, manage the documentation process, and drive trades to close.
  • Build and maintain the order book — track live bids, offers, indicative pricing, and inventory across the companies we cover, and keep it accurate enough that the team can trade off it.
  • Qualify counterparties and demand: understand what each institution actually wants (name, size, structure, price sensitivity) and surface the trades that clear.
  • Prepare the materials that support a live process — company overviews, comparable trade data, pricing context, and transaction summaries for institutional counterparties.
  • Coordinate across legal, compliance, and operations on transfer mechanics, ROFR and issuer consent processes, KYC/AML, and settlement, keeping all parties informed and the timeline honest.
  • Maintain deal files and CRM records to a standard that survives an audit and lets anyone on the team pick up a live process cold.
  • Institutional partnerships
  • Support coverage of a defined set of institutional relationships: funds, family offices, RIAs, wealth platforms, and secondary buyers — running outreach cadence, follow-up, and meeting prep.
  • Prepare and run first-touch outreach and onboarding for new institutional accounts, and manage the follow-through that turns a first conversation into a first trade.
  • Build a working point of view on the private secondary market — who is buying, who is selling, where names are trading, and what is changing — and share it with the team and with clients.
  • Own CRM hygiene and pipeline reporting for your coverage: activity, stage, probability, and next step, with no stale records.
  • Represent StartEngine credibly and compliantly in written and verbal communication with institutional counterparties.

Must-haves:

  • 1–3 years of full-time experience in investment banking, private equity or VC, secondaries advisory, private-market brokerage, capital markets, sales & trading, or an equivalent transactional finance role. Bachelor's degree with a strong academic record, ideally in finance, economics, accounting, business, or a related quantitative field.
  • Working fluency with private-market mechanics: cap tables, preferred vs. common, SPVs and forwards, transfer restrictions, ROFR, and how a private share transaction actually closes — or the demonstrated ability to learn it fast.
  • Genuinely strong written and verbal communication. You will be the voice of StartEngine to institutional investors, and it has to read well.
  • Commercial instinct and comfort with negotiation. You can hold a pricing conversation with a professional investor without flinching.
  • Exceptional attention to detail and follow-through. In this market, a missed detail in a document or a wrong number in an order book is a real cost.
  • Ability to manage many live threads at once and stay organized without being managed.
  • High-ownership, low-ego approach. This is a small team; there is no work that is beneath anyone.

Preferred:

  • Direct experience in private company secondaries, pre-IPO shares, or LP/GP fund secondaries.
  • Prior client-facing coverage of institutional investors, family offices, or RIAs.
  • Experience working inside a broker-dealer or other regulated environment, and familiarity with what compliance requires of you.
  • SIE and/or Series 7 and 63 (or 82). Candidates without licenses should be prepared to obtain them within an agreed window after joining.
  • Strong Excel; comfort with CRM systems and with cleaning and analyzing transaction data.
  • Evidence of building something from scratch — a coverage list, a process, a book of relationships

Why This Seat:

  • Direct, unusual exposure to the institutional side of the private markets at a firm with real deal flow and a recognized brand.
  • A small team, which means real ownership early and a short path from supporting deals to running them.
  • Broad remit: you will touch sourcing, pricing, execution, and relationship coverage rather than being confined to one slice of the process.
  • Fully remote within the United States.
  • Compensation is competitive and commensurate with experience, and will be discussed early in the process. The package includes base salary, performance-based incentive compensation, equity participation, and full benefits.
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