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Private Markets Specialist

investx
Companyinvestx
CategoryFinance
LocationNew York
RemoteOn-site (inferred)
EmploymentNot stated
LevelMid
SalaryNot stated by the employer
First seen14 Jul 2026 (the employer did not state a posting date)
Last verified9 Aug 2026
SourceEmployer ATS (bamboohr)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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. 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. Location :    New   York ,  NY   (hy brid )   or  pote ntial for remote  ( US) Ab out the Role 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. Each Specialist will bring a strong, established  network of clients and prospects who are interested in and capable of trading Late-Stage Growth and pre-IPO equities. In this role, you will  be 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 will  leverage 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 InvestX’s  culture and long-term vision. Responsibilities • Execute  pre-IPO equity trades. • Grow the firm’s network of eligible counterparties  that  seek to trade pre-IPO equity. • Help counterparties with negotiation of share transfers with proper trading acumen. • Alleviate “trading hurdles” through nuance specific  private equit y (P E)   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 interested  counterparties. • 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 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. • 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. • Track  all inter actions  in  Salesforce ,   for se am less  team  com municatio n. 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/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. • 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. • 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; ability to travel as needed. 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 . • Comprehensive Health & Benefit plan. If this opportunity sounds like it is a good match with your skills,  background  and career direction, please apply through our Careers Page ( https://www.investx.com/careers/ )  with your cover letter and resume. InvestX welcomes 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 process. gender identity, or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process.