StartEngine

Analyst

• Identify & Evaluate Leads
• Research and compile lists of potential shareholders at private companies
• Use online professional networks and public data to identify individuals likely holding vested equity
• Assess leads based on role seniority, tenure, and potential equity exposure
• Execute Outreach Campaigns
• Prepare targeted outreach lists and upload them into internal workflows
• Build and launch personalized outreach campaigns
• Track activity and engagement to help optimize outreach strategies over time
• Manage Responses & Support Sellers
• Monitor inbound responses across multiple accounts
• Respond promptly to interested individuals and answer initial questions
• Maintain organized tracking systems to ensure no lead is overlooked

Secondary Markets Analyst

Account Executive

• Source, outreach to, and build relationships with crypto and blockchain founders.
• Identify promising crypto projects that align with StartEngine’s mission and platform criteria.
• Manage the full sales cycle — from initial outreach to signing and onboarding new clients.
• Collaborate with internal teams to ensure smooth transitions from prospect to active campaign.
• Stay up-to-date on trends, emerging players, and developments across the crypto and Web3 landscape

Account Executive – Crypto

Manager

• Partner with the Private Acquisition team to track deal flow and establish fund entities
• Create folder structures, request EINs, and organize documentation for compliance review
• Define offering terms (price per share, raise limits, min/max investments) and prepare Pricing Memoranda
• Open and manage escrow accounts, ensuring accurate setup and documentation
• Draft escrow agreements and maintain escrow and bank account records
• Apply AI-driven systems to monitor escrow activity and reduce manual errors
• Collaborate with Marketing to draft investor-facing content and confirm offering terms
• Draft and format Subscription Agreements; manage Escrow Admin setup
• Oversee offering launches, disbursements, and internal share transfer agreements
• Implement AI solutions to accelerate content drafting, contract formatting, and data verification
• Prepare and maintain CIK applications, Form D filings, and state notices
• Ensure timely filings and strict adherence to SEC and state requirements
• Leverage AI for compliance tracking, deadline management, and error detection
• Coordinate with portfolio companies to transfer shares upon closing
• Maintain accurate records across systems and support audits or regulatory reviews
• Coordinate with tax accountants for preparation and distribution of investor K-1s
• Utilize AI tools to automate reporting, reconciliation, and audit preparation

Private Funds Manager

Backend Engineer

• Design, build, and maintain backend services and APIs in Java/Spring Boot.
• Develop and scale microservices deployed in containers (Docker/Kubernetes).
• Architect and optimize data solutions using AWS RDS (PostgreSQL/MySQL).
• Ensure high availability, fault tolerance, and security across cloud-based systems.
• Implement efficient CI/CD pipelines for deploying and monitoring services.
• Collaborate with cross-functional teams to turn product requirements into technical solutions.
• Conduct code reviews and contribute to engineering best practices.

Secondary Markets Analyst

Account Executive – Crypto

Private Funds Manager

Backend Java Engineer - FinTech