Research Analyst

EquityZen is a mid-stage financial technology company, backed by leading venture and private equity investors. We’re looking for a collaborative, organized and hardworking Research Analyst, who has a strong interest in the private market. If you are interested in learning more about pre-IPO companies and love to conduct in-depth research and write, let’s talk!

EquityZen’s marketplace connects buyers and sellers of shares in pre-IPO companies. Our 710K clients range from individual investors to early startup employees, private companies, VCs, family offices, investment advisers, and other institutions. Over the past 11 years, EquityZen has completed over 44,000 company-approved private market transactions in over 450 late stage companies. By automating an antiquated offline process, we’ve led the charge in building more efficient, cost-effective, and transparent private markets for investors and shareholders of all sizes.

WHAT YOU’LL DO:

• 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

THE RIGHT STUFF

• Prior experience in fundamental investment research or analysis, preferred
• Demonstrated ability to write clear and concise content
• Bachelor’s degree required, Finance degree preferred
• Desire to learn about tech companies across markets and industry verticals
• Basic understanding of corporate finance and accounting concepts
• Strong experience in MS Office (PPT, XLS)
• Strong written and verbal communication skills
• Organized and responsive with strong attention to detail
• Self-starter with ability to work autonomously
• Ability to present findings, implications and recommendations to colleagues and senior management
• Strong critical thinking skills. Candidates should be able to demonstrate their ability to think through investment implications of industry news/events
• Passion for tech sector and investments

BONUS POINTS

• Prior experience in financial services, technology, or venture capital
• Familiarity with Pitchbook and Crunchbase is a plus
• Series 7 and/or 63 license

SALARY

$70,000 - $80,000

EquityZen also offers stock options, full employee benefits (health, dental, vision), individual professional development and wellness budget, generous time off policies and more!

EquityZen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, EquityZen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. EquityZen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of EquityZen’s employees to perform their job duties may result in discipline up to and including discharge.