Research Analyst, Private Markets (EquityZen)
About The Position
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 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.
Requirements
- 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 demonstrate their ability 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
Nice To Haves
- Familiarity with Pitchbook and Crunchbase is a plus
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 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
