We have offices in New York, San Francisco and Amsterdam. This role is located based out of our New York City office.
About Secfi and Secfi Asset Management
Secfi is a startup, trusted by thousands of tech professionals for equity planning and financing. We’re the first to provide a proprietary suite of equity planning tools, 1:1 guidance with licensed equity strategists and a set of financing products that enable employees to own a stake in the company they helped build. Currently, we have 45,000 users on our platform owning $80bn worth of equity, and have worked with employees from more than 90% of all U.S. unicorns.
Secfi Asset Management operates like a fund within a startup, focusing on raising capital from investors and investing that capital across private Tech companies through the employees' equity. We have already raised capital from several blue-chip asset managers. Our team is passionate about delivering value to our investors, leveraging our unique origination funnel and proprietary data advantage.
About the Role
This role uniquely combines the responsibilities of Capital Markets and Investments within a dynamic startup environment. You will be instrumental in raising capital, engaging with investors and becoming their key point of contact, as well as, making strategic investments across the private tech sector.
This position is ideal for a highly analytical professional with experience in Investment Banking, Private Equity or Venture Capital, possessing strong technical skills in Excel modeling, company valuation, project management and presentation preparation. The candidate must have strong interpersonal skills and ability to engage with potential investors, and coordinate multiple stakeholders.
In this role, you'll work closely with the CEO and COO, preparing investor meetings, leading discussions, responding to diligence questions, and managing the entire fundraising process from investor outreach to final investment. You will also be responsible for making Secfi’s own investments, performing diligence and evaluating private Tech companies, defending investment memos before the Investment Committee and monitoring the performance of portfolio companies.
Responsibilities:
Capital Raising
- Develop and execute strategies to raise capital, working closely with placement agents.
- Coordinate and lead meetings with investors, presenting our value proposition and managing ongoing communications.
- Prepare detailed financial analyses and presentations to help investors understand and get comfortable with Secfi’s investment opportunities.
- Handle negotiations with capital partners to determine funding vehicles, as well as economics and deal terms to ensure we have the appropriate funding outlets
Investor Relations:
- Maintain and build relationships with current and potential investors, acting as Secfi’s key point of contact.
- Expand our network of investors to groups including: family offices, high-net-worth investors and potential strategic partners
- Provide regular updates and performance reports to investors, ensuring transparency and trust.
Investment Management:
- Conduct market research and due diligence on potential investment opportunities in the private tech sector.
- Engage with target company CFOs, key management and employees to gather insights and validate investment theses.
- Perform detailed company valuations and financial modeling to support investment decisions.
- Prepare and present investment memos, defending your recommendations before the Investment Committee.
Portfolio Management:
- Monitor the performance of portfolio companies, providing ongoing analysis and redefining future allocations.
Core Qualifications:
Investment Banking/Private Equity Experience:
- 5+ years of experience in Investment Banking, Private Equity, or a related field.
- Strong technical skills in Excel modeling, company valuation, and financial analysis.
Presentation and Communication Skills:
- Ability to create high-quality Powerpoint presentations and effectively communicate complex financial concepts to a range of stakeholders.
- Experience leading investor meetings and managing end-to-end corporate transaction processes (capital raisings, M&A, debt financings…).
Analytical Mindset:
- Proven ability to conduct detailed financial analysis, market research, and due diligence on investment opportunities.
- Strong problem-solving skills and the ability to make data-driven decisions.
Collaborative Team Player:
- This role entails working internally across Secfi’s teams and externally with multiple stakeholders. Exceptional interpersonal skills are required.
- Ability to manage relationships with external parties, including investors and portfolio companies.
Bonus Qualifications:
- Experience in the tech sector or with high-growth VC-backed companies.
- Familiarity with the dynamics of private tech investments and the associated risks and opportunities.
Embark on this journey with Secfi and play a pivotal role in redefining the FinTech landscape, where your contributions will be pivotal to our collective success.