Research Analyst, Private Markets… at E*TRADE from… · New York

Summary: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. EquityZen, a part of Morgan Stanley, is looking for a detail-oriented and analytical Research Analyst to join their growing team, responsible for building cap tables, assisting with offering documents, conducting pricing analysis, and collaborating with various teams on research initiatives. 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 Required 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 Preferred Qualifications: - Familiarity with Pitchbook and Crunchbase is a plus Required Skills: Financial services experience, Investment research Important Skills: Corporate finance knowledge, Advanced Excel skills Nice-to-Have Skills: technical skills, Pitchbook, Crunchbase, communication, Critical thinking, Detail-oriented, Interpersonal skills Benefits: Commission earnings, Incentive compensation, Discretionary bonuses, Other short and long-term incentive packages, Other Morgan Stanley sponsored benefit programs