Senior Sales Analyst/Associate
Morgan Stanley, New York, NY, United States
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 Senior Sales Analyst to support the work of our growing Sales team.
Responsibilities
Work with our Sales teams to drive buy‑ and sell‑side transactions in private tech companies
Prospect and onboard new private market investors and serve as a key investment resource for existing clients
Generate high intent investor leads for block trades and brokered transactions
Assist with identifying prospective shareholders of private tech companies, and interact with C‑suite operators at both issuers and funds alike
Assist with day‑to‑day tasks vital to the success of the team, including; handling client inquiries, helping to execute transactions, providing market color, and other ad hoc projects
Keep abreast of the latest developments in private markets
Conduct research on the broader mid‑late stage pricing environment and participate in the deal valuation process
Assist with reporting and analytics, in order to define and test best practices
Qualifications
Undergraduate degree is required
FINRA Series 7 and 66 (or 63 and 65) licenses required
1-2 + years of professional experience as an Investment Analyst, Investment Sales Support, or in general venture capital / financial services
Experience with lead generation/prospecting and/or sales development with an interest in the venture capital asset class
Demonstrated excellence in writing and communication skills; preferably for a range of audiences (technical and non‑technical) to present concise content
Must be very detail‑oriented, with an ability to multi‑task and handle multiple priorities
Collaborative approach and team player mentality
Process‑oriented, data‑driven and tech‑forward
Self‑driven, motivated, and results‑driven
Intermediate technical skills; including Word, Excel and PowerPoint skills
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Responsibilities
Work with our Sales teams to drive buy‑ and sell‑side transactions in private tech companies
Prospect and onboard new private market investors and serve as a key investment resource for existing clients
Generate high intent investor leads for block trades and brokered transactions
Assist with identifying prospective shareholders of private tech companies, and interact with C‑suite operators at both issuers and funds alike
Assist with day‑to‑day tasks vital to the success of the team, including; handling client inquiries, helping to execute transactions, providing market color, and other ad hoc projects
Keep abreast of the latest developments in private markets
Conduct research on the broader mid‑late stage pricing environment and participate in the deal valuation process
Assist with reporting and analytics, in order to define and test best practices
Qualifications
Undergraduate degree is required
FINRA Series 7 and 66 (or 63 and 65) licenses required
1-2 + years of professional experience as an Investment Analyst, Investment Sales Support, or in general venture capital / financial services
Experience with lead generation/prospecting and/or sales development with an interest in the venture capital asset class
Demonstrated excellence in writing and communication skills; preferably for a range of audiences (technical and non‑technical) to present concise content
Must be very detail‑oriented, with an ability to multi‑task and handle multiple priorities
Collaborative approach and team player mentality
Process‑oriented, data‑driven and tech‑forward
Self‑driven, motivated, and results‑driven
Intermediate technical skills; including Word, Excel and PowerPoint skills
#J-18808-Ljbffr