Private Markets Specialist

The Company

InvestXwas launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that for many decades were exclusive to a limited investing population.

With over US$500 million in investments and 80 portfolio companies we work with leading North American registered firms to offer accredited investors private equity investment opportunities in companies including Open AI Anthropic SpaceX AirbnbSoFi SpotifyDocuSignand many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our fifth fund.

InvestXis backed by leading financial institutions Jefferies Virtu Financial and Canaccord Genuity and has been featured in CNBC Forbes Bloomberg U.S. News Business Insider Reuters The Globe and Mail and many other publications.

Location:NewYorkNY(hybrid)orpotential for remote(US)

About the Role

Reporting to the Head of Private Markets & CEOInvestX Markets we are hiring two Private Markets Specialists to play a critical role in building and scaling our Private Markets ecosystem.

Each Specialist will bring a strong establishednetwork of clients and prospects who are interested in and capable of trading Late-Stage Growth and pre-IPO this role you willbe responsible for generating and soliciting order flow executing transactions and driving liquidity within our trading platform. You will collaborate closely with Institutional Broker Dealers and our internal Private Equity Specialists to successfully structure and close trades.

As a Private Markets Specialist you will serve as a primary point of contact for Over-the-Counter(OTC) platform participants engaging within our private market trading ecosystem. While you willleverage your existing relationships you will also be expected to actively cultivate new ones expanding our network and strengthening platform activity.

This is a highly collaborative performance-driven team environment where individual success directly contributes to collective platform growth. Beyond strong commercial capability this role requires professionalism integrity and alignment with InvestXsculture and long-term vision.

Responsibilities

• Executepre-IPO equity trades.

• Grow the firms network of eligible counterpartiesthatseek to trade pre-IPO equity.

• Help counterparties with negotiation of share transfers with proper trading acumen.

• Alleviate trading hurdles through nuance specificprivate equity (PE)expertise.

• Look for ways to interact with our counterparties and profile for trading opportunities.

• Consistently scour for opportunities to engage with potential transaction opportunities.

• Create repository of market data to allow for an efficient memory of trade history and interestedcounterparties.

• Adding new individuals to the platform at existing relationship to ensure proper breadth of available users.

• With a consultative sales approach you will present business solutions to all interestedcounterparties.

• Work with business leaders to develop strategies for partnerships that solve customer needs.

• Identify trends that will drive partnership opportunities and develop a robust pipeline of future transaction opportunities.

• Work closely with various internal stakeholders to ensure market dynamics are shared internally.

• Professionally and promptly answer inbound and internal inquiries; ensure pitch meetings are completed and manage post-delivery follow-up.

• Trackall interactionsinSalesforcefor seamlessteamcommunication.

Qualifications

• Extensive private equity network client base and prospects- preferably firms who have interest in transacting in the pre-IPO market(including Family Office Issuers/EmployeesVenture Capital(VC) and direct Hedge/Cross-over Fund connectivity to ensure a seamless transition of ourBroker/Dealer Coverage Model).

• Highly driven self-motivated target oriented comfortable working in a fast-paced and ambitious start-up environment.

• Strong analytical skills with well-judged decisions strong attention to detail excellent problem-solving skills phenomenal win/win negotiation skills great commercialawareness and passion to excel.

• Demonstrates an ability to manage multiple priorities and meet deadlines.

• Experience in successfully approaching businesses in a credible and professional manner with evidence of helping them to achieve their goals.

• Ability to toggle between individual goals and a teamenvironment.

• Salesforceorsimilar CRMexperience.

• FINRASeries 7and Series 63required.

• Eligibility to travel between the US and Canada to attend occasional meetings; ability to travel as needed.
  

Salary & Benefits

• 2026base salaryrange is $150000 - $250000USDplusperformance-basedbonus planwith target compensation of $500000(no cap)andequityoptions for NYC.

• Actual salaries may vary based on factors such as skill experiencelocationand qualifications for therole.

• Comprehensive Health & Benefit plan.

If this opportunity sounds like it is a good match with your skillsbackgroundand career direction please apply through our Careers Page ( with your cover letter and resume.

InvestXwelcomes applications from all qualified candidates including women persons with disabilities aboriginal peoples Indigenous peoples visible minorities race color religion sex sexual orientation gender identity or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment identity or national accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Required Experience:

Senior IC