investx
Private Markets Specialist
New York, New York
Sponsorship not specifiedDetected 21 days ago
SalesforceNegotiationProblem Solving
About the role
- The Company InvestX launched in 2014 is a late stage venture fund investing out of Fund 5.
- With over US$700 million in investments and 35+ portfolio companies including Palantir, Anthropic, SpaceX, Airbnb, SoFi, Spotify, DocuSign, and many more.
- We work with leading North American wealth management firms and family office clients to offer our multi-position and single purpose funds.
Responsibilities
- Create repository of market data to allow for an efficient memory of trade history and interested counterparties.
- 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.
- ensure pitch meetings are completed and manage post-delivery follow-up.
- Professionally and promptly answer inbound and internal inquiries; ensure pitch meetings are completed and manage post-delivery follow-up.
- Reporting to the Head of Private Markets & CEO, InvestX Markets, we are hiring two Private Markets Specialists to play a critical role in building and scaling our Private Markets ecosystem.
- You will collaborate closely with Institutional Broker Dealers and our internal Private Equity Specialists to successfully structure and close trades.
Requirements
- 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 team environment.
- ability to travel as needed.
- Extensive private equity network client base and prospects - preferably firms who have interest in transacting in the pre- IPO market ( including Family Office, Issuers/Employees, Venture C apital (VC), and direct Hedge/Cross-over Fund connectivity, to ensure a seamless transition of our Brok er/D ealer 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 commercial awareness, and passion to excel.
- Demonstrate s an ability to manage multiple priorities and meet deadlines.
- Salesforce or similar CR M experience.
- FINR A Series 7 and Series 63 require d.
- Eligibility to travel between the US and Canada to attend occasional meetings
- Sa lary & Bene fits
- 2026 base salary range is $ 15 0,000 - $ 25 0,000 USD plus performance-based bonus plan with tar get compensation of $500,000 (no cap) and equity options for NYC.
- Actual salaries may vary based on factors, such as skill, experience, location, and qualifications for the role.
Compensation
- 2026 base salary range is $ 15 0,000 - $ 25 0,000 USD plus performance-based bonus plan with tar get compensation of $500,000 (no cap) and equity options for NYC.
Benefits
- Beyond strong commercial capability, this role requires professionalism, integrity, and alignment with InvestX's culture and long-term vision.
- Execute pre-IPO equity trades.
- Grow the firm's network of eligible counterparties that seek to trade pre-IPO equity.
Company info
- InvestX launched in 2014 is a late stage venture fund investing out of Fund 5.
- InvestX is 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.
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This listing is sourced directly from investx's careers page and normalized into a canonical job model.