About the Company 

Secfi is a startup, trusted by thousands of startup employees. We help individuals and shareholders understand, maximize and unlock the value of their equity. We provide financing, education, and wealth management to assist employees on their journey from startup to exit and enable employees to own a stake in the company they helped build. Currently, we have worked with employees from more than 80% of all U.S. unicorns. We also offer investors unique access to a diversified portfolio of high-growth pre-IPO private companies.

We operate through three distinct business units — Liquidity | Asset Management | Wealth Management. The team at Secfi wears many hats as we are both startup builders and investors. 

Our core values — We are the customer | No assholes | We think, decide, and act — are embedded in everything we do.

About the Team & Role 

The Liquidity team specializes in providing financial products such as non-recourse financing and secondary sales for executives and employees of the leading pre-IPO companies. We are a client facing team that works closely with prospects, clients, and investors to guide them through their complex private company equity journey. 

The Associate that joins the team will have a hand building out the Liquidity business. As a small team, everyone on the Liquidity team is responsible for executing on all areas of the business. This Associate will spend the first 6-12 months learning about the business and focusing on the operational processes of our financial products. The role will eventually expand to include business development responsibilities once the Associate demonstrates a strong understanding of our products, processes, and the industry. 

We are looking for individuals who have a genuine desire to learn about the venture capital and startup ecosystem while growing a business. This individual is a team player who is not afraid to get their hands dirty by taking ownership of multiple processes and projects, and executes in a timely manner. As this is a client facing role, we are looking for individuals who enjoy working with clients on a daily basis and can demonstrate an ability to build a network in the venture capital ecosystem. 

This is an in-office position based out of our New York office located in the Financial District of Manhattan.

Responsibilities

• Work with clients to ensure a smooth and efficient onboarding and contracting process.
• Lead projects that will help improve efficiencies and streamline actions for the Liquidity team.
• Prepare materials and participate in client pitch meetings.
• Maintain and update CRM with accurate client information to ensure smooth dealflow.
• Identify potential clients and generate new business opportunities within target companies.
• Develop and maintain technical and non-technical documentation and playbooks to assist with defining processes.

What You Bring  

• 2+ years experience at a fintech, asset management firm, or financial services firm.
• Good attitude with a willingness to step in wherever needed.
• Team player with the ability to multitask, work under pressure, and resolve problems.
• Ability to meet deadlines, while still maintaining flexibility to prioritize and execute in order to meet client and firm needs.
• Commitment to promoting best practices in the application of policies, procedures, and processes.

Bonus Qualifications

• Experience in high growth VC backed company or investment fund
• Strong understanding of private company equity compensation
• Series 7 and 63 - If you do not hold these licenses, you will need to obtain them in the first year of employment. Secfi will provide time and support for your studies.

What We Offer

• Competitive salary + bonus 
• Retirement benefits (401k + 5% company contribution)  
• Employee-friendly equity plan
• Competitive health care plans (100% premium coverage for employees, 75% premium coverage for dependents) 
• Attractive and flexible vacation policy 
• 4 months of parental leave for primary caregivers and 4 weeks for secondary caregivers