Private Markets Specialist

Overview

As a Private Markets Specialist in the CMC CapX team, you will advise on secondary market opportunities and structure liquidity solutions for fund managers and LPs. You’ll lead due diligence, valuation, and deal execution, while managing key investor relationships and delivering market insights. You’ll work across compliance, legal, and cross‑functional teams to enable strategic exits and commercial growth. This role offers the chance to shape private markets activity at a fintech‑driven platform with global reach.

Responsibilities

• Advise on secondary market opportunities for fund managers and LPs, including restructurings, GP-led secondaries, and LP stake sales
• Develop liquidity solutions and assist with portfolio optimization or strategic exits
• Structure and execute secondary transactions, including pricing, term sheets, and deal syndication
• Lead due diligence processes: valuation, market research, and financial modelling
• Coordinate with legal and compliance to manage documentation and regulatory requirements
• Cultivate and manage relationships with private equity funds, institutional investors, family offices, and secondary buyers
• Source opportunities and provide market updates aligned with client investment strategies
• Analyze secondary private capital market trends and deliver data‑driven insights on pricing and competition
• Provide strategic guidance as a trusted advisor to fund managers and institutional investors, exploring cross‑selling opportunities
• Ensure transactions comply with relevant legal, tax, and regulatory requirements, monitoring regulatory changes

Key requirements

• Solid understanding of private equity, venture capital, private credit, and other alternatives
• Experience structuring or executing primary capital raises and/or secondary market transactions
• Familiarity with liquidity solutions including direct secondaries, LP interests, and tender offers
• Experience with private secondary marketplaces or platforms (e.g., Forge, CartaX, EquityZen, Nasdaq Private Market)
• Knowledge of digital transaction platforms and compliance workflows in private markets
• Understanding of regulatory frameworks and transaction documentation (NDAs, SPAs, subscription agreements)

• Relationship management
• Strategic advisory and client focus
• Market storytelling and communication skills
• Secondary market transactions
• Due diligence and financial modelling
• Valuation and pricing analysis

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