Research Analyst, EquityZen

• 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!
• 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

Desirable

• 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