Private Securities, Platform Broker at Forge Global

New York, New York, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

At least 2 years of prior experience in financial services/venture capital/ investment banking (sales & trading, wealth management)
Series 7, 63/66, SIE preferred (ability to achieve all licenses within 8 weeks of start)
Ability to build relationships with customers and internal team members and stakeholders
Strong ability to work in an online trading and fast-paced environment while ensuring adequate customer support
Understanding of the private securities marketplace and transactions; understanding of institutional equity research and sales
Motivation and ability to constantly improve our platform; must be able to help scale our capabilities and operational processes
Excellent organizational skills and follow-through, both internally and externally; high attention to detail across many active tasks
Ability to communicate clearly with internal stakeholders and external clients across the Financial Services universe

Responsibilities

Customer relations management
Help customers complete trades and navigate platform
Support customer inquiries
Take an active role in advising clients how to structure and execute transactions
Review client diligence and ensure compliance standards are met
Collaborate with various internal groups, such as Product and Marketing to ensure continuous improvement of platform
Participate in the development of business prospects from current customers, referrals and networking

Skills

Forge Global

Private market liquidity and trading solutions

About Forge Global

Forge Global provides a platform for private market transactions, focusing on liquidity solutions for private companies and their employees. The platform allows for trading of private equity, offering pre-IPO investment opportunities to both institutions and individual investors. By merging with SharesPost, Forge Global has established one of the largest marketplaces for private securities. Their services include trading, custody, and data analytics, which help clients diversify their investments and access important market information. Unlike many competitors, Forge Global caters to a wide range of clients, including private companies, institutional investors, and venture capitalists, all within the innovation economy. The company's goal is to facilitate easier access to private market investments and enhance liquidity for its users.

San Francisco, CaliforniaHeadquarters

2014Year Founded

$346.8MTotal Funding

IPOCompany Stage

Data & Analytics, Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Hybrid Work Options

Risks

Scrutiny on unicorn valuations may reduce investor confidence in Forge's platform.

Decline in global IPO volumes could limit Forge's pre-IPO investment opportunities.

Competitive landscape in equity compensation solutions may challenge Forge's market position.

Differentiation

Forge Global offers a comprehensive platform for private market liquidity solutions.

The merger with SharesPost created one of the largest private securities marketplaces.

Forge provides pre-IPO investment opportunities, enhancing portfolio diversification for investors.

Upsides

Increased demand for secondary market transactions as private companies delay IPOs.

Forge's public listing on NYSE enhances visibility and attracts institutional investors.

Strong backing from financial institutions like Deutsche Börse and Temasek supports growth.

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