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Moonfare

Platform for private equity access

Private Markets Sales Associate - Investor Relations

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A minimum of 2 years in a client-facing role, ideally in financial services, private banking, private equity, or wealth management.
  • Active FINRA Series 7 and 63 licenses; Series 65 or 66 is a plus.
  • Motivation to build something rather than inherit it.
  • A confident, professional communication style and the ability to engage sophisticated investors.
  • A structured and organized approach to work, with strong attention to detail.
  • A global mindset and ability to work across cultures and time zones.

Responsibilities

  • Convert qualified leads into active investors by understanding their needs, articulating Moonfare's value proposition, and guiding them through the investment journey.
  • Own and grow a book of U.S. high-net-worth individuals and family offices, focusing on long-term, high-quality relationships.
  • Generate new opportunities through planned outreach campaigns, the employee's own network, and referrals.
  • Oversee portfolios and discuss performance, offering data-driven insights tailored to investor goals, and prepare presentations, portfolio summaries, and communications that deepen trust and reinforce Moonfare's value proposition.
  • Manage complex client questions, concerns, and objections, aiming to deliver clarity and value.
  • Collaborate with Product, Marketing, Compliance, and Investments to ensure a coordinated investor experience, and identify internal process improvements that enhance efficiency and the client experience.

Desired Qualifications

  • Experience in financial services, private banking, private equity, or wealth management is ideal.
  • FINRA Series 65 or 66 license is a plus.

About the Company

Moonfare

Platform for private equity access

Moonfare helps individual investors and family offices access top-quartile private equity funds that were usually available to institutions. It sources high-performing private market funds and makes them investable through its platform, acting as an intermediary between private equity funds and clients. Clients invest via Moonfare, with Moonfare handling access, administration, and investment process, and earning fees for sourcing, access, and management. Moonfare differentiates itself by targeting top-quartile funds and providing a digital platform that democratizes private market exposure, backed by partnerships with Fidelity International and Deloitte, and by its role in coordinating the investment workflow for non-institutional investors. The company’s goal is to broaden exposure to private markets and deliver potential superior risk-adjusted returns for individual investors and family offices through curated private equity fund access.

Company size
201-500
Company stage
Series C
Total funding
$214.6M
Headquarters
Berlin, Germany
Founded
2016

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