Sales Analyst (AI Optimization), Capital Solutions

Sales Analyst (AI Optimization), Capital SolutionsNasdaq Private Market ("NPM"), an independent, private company, is the premier provider of secondary liquidity solutions for private securities and offers a marketplace to provide liquidity to individual private company shareholders. NPM provides innovative, end-to-end solutions to enable seamless transactions for private companies, private equity, and other private assets. The company operates in a fast-paced fintech environment that is constantly evolving.About Nasdaq Private MarketNasdaq Private Market provides liquidity, wealth and data solutions for private companies, employees, and investors throughout each stage of the pre-IPO lifecycle. Since inception over a decade ago, NPM has executed more than $60 billion in transactional volume for 200,000+ individual eligible employee shareholders and investors across 780+ company-sponsored liquidity programs. Founded within Nasdaq, Inc. in 2013, today NPM is an independent private company with strategic investments from Nasdaq, Allen & Company, Bank of America, BNP Paribas, Citi, DRW Venture Capital, Goldman Sachs, HiJoJo Partners, Morgan Stanley, UBS, and Wells Fargo.NPM’s primary business lines include Company Solutions, SecondMarket Trading Marketplace, Transfer and Settlement, Tape D® Data and Analytics as well as Wealth Connect. Its Company Solutions business supports private companies using proprietary technology to facilitate tenders, auctions, and pre-direct listing programs. NPM’s next-generation SecondMarket® electronic trading marketplace is bringing transparency and efficiency to the block trading of private shares for employees and investors with a model fully aligned with the interests of private companies. Its Transfer and Settlement technology streamlines the complex, burdensome process of post-match workflows for companies and trading counterparties. NPM’s Tape D® product aims to deliver on the market’s need for actionable insights into trading activity and private company data for investors. Wealth Connect helps identify wealth management resources for shareholders who transact on the NPM platform.Learn more at www.nasdaqprivatemarket.com.About the RoleNasdaq Private Market seeks an analyst-level private market sales and trading professional with a core skillset in AI tooling and functionality to join the company’s Capital Solutions team in New York. The Capital Solutions team is involved in all aspects of the company’s high-touch trading, fund creation, and capital introduction activities, including private offerings, secondary transactions, primary and secondary raises, M&A, and other advisory services for institutional investors, accredited individual investors, broker-dealers, banks, and private companies. This professional will play a lead role in utilizing frontier models and AI tooling to automate day-to-day workflows and create operating leverage with the sales organization. This candidate will work with management to rethink processes and design workflows. Traditional responsibilities also include transaction execution, market research and commentary on individual transactions and companies, and day-to-day assistance to senior management and clients.ResponsibilitiesLeverage AI toolsets to redesign operational and go to market processes within Capital SolutionsAct as a sales engineer to support overall revenue growth and goals for the teamHelp architect and turn fragmented data into actionable insights via AI sales tools for process improvementSupport Capital Solutions deals (trading and SPVs) — transaction tracking, documentation, closing workflowsMonitor inbound customer inquiries — triage and route inquiriesOwn CRM hygiene, pipeline reporting, and dashboardsGather market intelligence and complete ad hoc data analysis requests for support coverageTrack transfer notice statuses, ROFR timelines, and other deal-specific deadlinesDraft and send templated outreach or status updates on behalf of teamOwn process improvement and workflow automation across the teamLeverage AI tools to accelerate and automate reporting, document preparation, and other repeatable tasksDevelop deep understanding of proprietary NPM technology and data setOversee and manage several concurrent projects and work effectively as part of a team and individuallyHelp prepare sophisticated and actionable client presentations, marketing literature, and data when requested Requirements & QualificationsDemonstrable experience using AI toolsets (Claude preferred) in an academic and professional capacity to create new processes and workflowsClosely tracks the latest frontier models and their capabilitiesPassionate about the AI super cycle and its role in reshaping the workplace1-3 years of experience at a financial institution in a front office capacityAspiration to grow into a sales production capacityExperience with Salesforce and working knowledge of Bloomberg, Apollo, and Pitchbook a plusStrong communication skills and socials skills to help build relationships across a variety of groups and personasUndergraduate degree requiredAbility to efficiently manage multiple simultaneous projects and deadlinesAdvanced Excel and PowerPoint skills and proficiency with Bloomberg and other banking databasesStrong work ethic and superior attention to detailSeries 63 and 7 licensed or interested in getting licensed