Moonfare · 2 months ago
Private Equity Sales Associate
New York, NY
Full-time
Onsite
Mid Level
$120K/yr - $140K/yr
3+ years expMoonfare is redefining the private equity landscape with its fully digital investment platform, making investing more accessible for qualified investors. As a Private Equity Sales Associate, you will build relationships with high-net-worth individuals, guiding them through the investment journey and collaborating with internal teams to enhance the investor experience.
Asset ManagementFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Own investor accounts with a focus on building a long-term, high-quality investor portfolio
Convert qualified leads into active investors by understanding their needs, articulating Moonfare’s value proposition, and guiding them through the investment journey
Take a hands-on approach to portfolio oversight and performance discussions, offering data-driven insights tailored to investor goals
Confidently manage complex client questions, concerns, and objections — always aiming to deliver clarity and value
Prepare presentations, portfolio summaries, and communications that deepen trust and reinforce Moonfare’s value proposition
Bring a critical eye to internal processes and suggest ways to enhance efficiency and the client experience
Collaborate closely with internal teams such as Product, Marketing, Compliance, and Investments to ensure a seamless and coordinated investor experience
Qualification
Required
Candidates must already hold FINRA Series 7
Has a minimum of 3 years in a client-facing role, ideally in financial services, private banking, private equity, or investment management
Holds a Bachelor's degree in Finance, Economics, Business, or a related field
Possesses FINRA licenses (Series 7, 24, 63) or is willing to obtain them upon joining the company
Demonstrates a confident, professional communication style with the ability to engage sophisticated investors
Applies a structured and organized approach to work, with strong attention to detail
Proactive, independent, and resourceful — able to thrive in fast-moving, evolving environments
A team player with a global mindset and enjoys working across cultures and time zones
Company
Moonfare
Moonfare is a digital platform that provides HNWI, family offices, banks and their advisors access to top-tier private markets investments.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$175MKey Investors
Vitruvian PartnersInsight PartnersFidelity International Strategic Ventures
2023-02-07Series C· $15M
2022-03-29Series C· $35M
2021-11-01Series C· $125M
Leadership Team
Steffen Pauls
Founder, Chairman and Co-CEO
Lorenz Jüngling
COO & CFO + Managing Director
Recent News
Alternative Credit Investor
2026-01-07
Alternative Credit Investor
2026-01-07
Company data provided by crunchbase