Associate, Private Securities Group

Company: SharesPost Financial Corporation
Position: Associate, Private Securities Group
Location: San Francisco, California

From day one, our new associates benefit from collaborative, mentoring relationships, often interacting with senior executives at the companies we cover and getting to know our best institutional clients. The result is a truly enriching experience that provides opportunities to build your existing skills and develop a keen understanding of the industry.

Responsibilities include:

  • Assist the team with day-to-day responsibilities, such as communication with customers and collecting new client data
  • Develop and manage client relationships
  • Perform client due diligence
  • Take an active role in developing, structuring and executing transactions
  • Prepare client presentations and deliverables for senior management
  • Work with various internal groups and point persons, such as Research Analysts and Marketing
  • Participate in the development of business prospects from current customers, referrals and networking

Desired Skills and Experience:

  • Bachelor’s degree in an area such as finance, economics or business;
  • Series 7 certified
  • Ideal candidate will have 2-3 years of experience in financial┬áservices

Interpersonal Skills:

  • Ability to multi-task and adaptable to changing and dynamic situations
  • Understanding of institutional equity research and sales
  • Excellent communication (both written and verbal) and organization skills; candidates must be very detail oriented
  • Independent thinker and self-starter with the motivation to learn about and excel in a growing industry
  • Must be comfortable working both independently and in a team environment

About SharesPost. SharesPost helped launch the private market in 2009 and continues to lead and innovate in the space. Based in Silicon Valley, SharesPost is an SEC-registered broker-dealer, investment advisor and Alternative Trading System. SharesPost has also built the largest and most active platform for data, analysis and transactions. With more than $4 billion in closed transactions for more than 150 leading technology companies, SharesPost provides shareholders and buyers with the expertise and tools they need to transact in the private market with confidence. For more information, please visit

If you’re interested in helping us build a great company in the fast-growing private capital market, please email

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Why Join SharesPost

  • Help transform the way companies, investors, and shareholders transact in the private technology growth asset class
  • Develop innovative solutions and work with cutting-edge technology
  • Be part of a highly motivated, confident, and dynamic team where individuality and out-of-the box thinking is encouraged
  • Learn new skills and challenge yourself - get inspired and build your career at SharesPost


  • Competitive salary, based on your level of experience
  • Attractive employee stock option plan (we want you to share in our success)
  • Health benefits (medical, dental and vision) with employer contribution to premiums