The Private Markets Assistant supports a Private Equity Associate by managing administrative tasks, investor communications, and deal tracking while ensuring professional interactions with high-net-worth clients.
About StartEngine
StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O’Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100.
Why merely back a company when you can own a piece of it?
StartEngine is hiring a sharp, detail-oriented Private Markets Assistant to support one of our Private Equity Associates on the secondaries/pre-IPO side of the business. This is a front-row seat to private market investing, working directly with accredited, high-net-worth investors and supporting transactions involving pre-IPO shares. You’ll be embedded with a licensed Series 7/63 rep operating under our broker-dealer, handling the administrative, operational, and client-service work that keeps deals moving smoothly. If you’re highly organized, financially savvy, and comfortable interacting with sophisticated investors, this role offers real exposure, responsibility, and growth in private markets.
What You'll Do
- Provide day-to-day administrative and operational support to a Private Sales Representative
- Manage calendars, schedule investor calls, and coordinate follow-ups with precision
- Assist with investor communications, account servicing, and ongoing relationship support
- Prepare and organize investor documentation, transaction materials, and internal records
- Track deal activity, investor requests, and outstanding action items to ensure nothing slips
- Liaise with internal teams (compliance, operations, legal) to support smooth execution
- Maintain a high level of professionalism when interacting with high-net-worth individuals
- Act as an extension of the sales rep—anticipating needs, staying ahead of deadlines, and keeping workflows tight
What We're Looking For
- Finance, economics, business degree or meaningful financial services experience
- Prior customer-facing experience is a must (finance, wealth management, banking, or similar preferred)
- Comfortable communicating with sophisticated, high-net-worth clients
- Exceptionally organized, responsive, and detail-oriented
- Strong written and verbal communication skills
- Ability to juggle multiple priorities in a fast-moving, phone-sales environment
- Polished, professional presence with strong follow-through
Top Skills
Series 63
Series 7
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