Research Analyst, Private Markets (EquityZen)

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.

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

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 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
• Familiarity with Pitchbook and Crunchbase is a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

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 tot