Research Analyst, Private Markets (EquityZen)
Morgan Stanley, New York, NY, United States
Research Analyst
EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver "Private Markets for the Public." EquityZen is looking for a detail oriented and analytical Research Analyst to join our growing team. Responsibilities: Build capitalization ("cap") tables for private companies using information found in public filings. These cap tables are a key component of the investment due diligence for investors in private companies Assist with the construction of offering documents for new private company investment offerings Complete pricing / valuation analysis for private companies Provide research for individual pre-IPO companies Work collaboratively with other teams (Sales, Operations, Compliance, Marketing, and Product) on a wide range of projects/initiatives Keep up with pre-IPO news, public filings and market trends and use insights to drive new research initiatives Qualifications: Undergraduate degree required 1-2+ years of professional experience in financial services, technology, or venture capital Fundamental investment research or analysis, preferred Demonstrated excellence in writing and communication skills; preferably for a range of audiences (technical and non-technical) to present concise content Qualified candidates may be asked to provide a writing sample during interview process Basic understanding of corporate finance and accounting concepts Desire to learn about tech companies across markets and industry verticals Strong critical thinking skills. Candidates should be able to think through investment implications of industry news/events Must be very detail-oriented, with an ability to multi-task and handle multiple priorities Desire to thrive in a collaborative environment, leveraging strong interpersonal skills Ability to present findings, implications and recommendations to colleagues and senior stakeholders Intermediate technical skills; including advanced Word, Excel and PowerPoint skills Familiarity with Pitchbook and Crunchbase is a plus Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver "Private Markets for the Public." EquityZen is looking for a detail oriented and analytical Research Analyst to join our growing team. Responsibilities: Build capitalization ("cap") tables for private companies using information found in public filings. These cap tables are a key component of the investment due diligence for investors in private companies Assist with the construction of offering documents for new private company investment offerings Complete pricing / valuation analysis for private companies Provide research for individual pre-IPO companies Work collaboratively with other teams (Sales, Operations, Compliance, Marketing, and Product) on a wide range of projects/initiatives Keep up with pre-IPO news, public filings and market trends and use insights to drive new research initiatives Qualifications: Undergraduate degree required 1-2+ years of professional experience in financial services, technology, or venture capital Fundamental investment research or analysis, preferred Demonstrated excellence in writing and communication skills; preferably for a range of audiences (technical and non-technical) to present concise content Qualified candidates may be asked to provide a writing sample during interview process Basic understanding of corporate finance and accounting concepts Desire to learn about tech companies across markets and industry verticals Strong critical thinking skills. Candidates should be able to think through investment implications of industry news/events Must be very detail-oriented, with an ability to multi-task and handle multiple priorities Desire to thrive in a collaborative environment, leveraging strong interpersonal skills Ability to present findings, implications and recommendations to colleagues and senior stakeholders Intermediate technical skills; including advanced Word, Excel and PowerPoint skills Familiarity with Pitchbook and Crunchbase is a plus Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).