Private Markets Assistant

About the Role

Private Markets Assistant

Remote

SE Private /

Contractor /

Remote

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

• MUST live and work in the US

• 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