💼 About This Role

You'll engage accredited investors for pre-IPO opportunities through outbound and inbound outreach, setting discovery calls for Private Equity Associates. You'll gain direct exposure to private markets and a clear growth path into associate roles.

🎯 What You'll Do

• Proactively outreach to accredited investors via phone, email, and other channels
• Qualify investor interest and educate prospects on private market offerings
• Book discovery calls and meetings for Private Equity Associates
• Maintain detailed notes and activity tracking in CRM systems

📋 Requirements

• Must live and work permanently in the United States
• 4 year Bachelor's degree (or equivalent)
• Experience in finance, investing, fintech, or private markets
• Comfort making outbound calls and engaging investors professionally

✨ Nice to Have

• Coachable and curious mindset
• Highly organized and disciplined

🎁 Benefits & Perks

• 🏥 100% covered Medical/Dental/Vision
• 📈 Generous Equity package
• 🏖️ Unlimited PTO
• 👶 Paid Maternity/Paternity leave
• 🏢 Paid WeWork Usage (optional)

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring Manager interview· 45 min
3. 3Offer· 15 min