Senior Sales Analyst/Associate, (EquityZen)

Overview

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 Senior Sales Analyst to support the work of our growing Sales team.

Responsibilities

• Work with our Sales teams to drive buy- and sell-side transactions in private tech companies
• Prospect and onboard new private market investors and serve as a key investment resource for existing clients
• Generate high-intent investor leads for block trades and brokered transactions
• Identify prospective shareholders of private tech companies and interact with C-suite operators at issuers and funds
• Assist with day-to-day tasks vital to the team's success, including handling client inquiries, helping to execute transactions, providing market color, and other ad hoc projects
• Stay abreast of the latest developments in private markets
• Conduct research on the broader mid- to late-stage pricing environment and participate in the deal valuation process
• Assist with reporting and analytics to define and test best practices

Qualifications

• Undergraduate degree required
• 1–2+ years of professional experience as an Investment Analyst, Investment Sales Support, or in venture capital/financial services
• Experience with lead generation/prospecting and/or sales development with an interest in venture capital
• Strong written and verbal communication skills for diverse audiences
• Detail-oriented with the ability to multi-task and manage multiple priorities
• Collaborative team player mentality
• Process-oriented, data-driven, and tech-forward
• Self-driven, motivated, and results-oriented
• Intermediate skills in Word, Excel, and PowerPoint
• FINRA Series 7 and 66 licenses (or 63 and 65) required

What You Can Expect from Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients, helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions to benefit clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. You’ll have the opportunity to work with top talent in an empowering environment, supported by a culture of collaboration and creativity. We offer comprehensive employee benefits and opportunities to grow within the firm.

Compensation

Expected base pay for the role ranges from $57,000 to $115,000 per year at commencement. Base pay is individual and may be supplemented by commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive programs and Morgan Stanley-sponsored benefits.

Equal Opportunity Employment

Morgan Stanley is an equal opportunity employer dedicated to diversifying its workforce. We prohibit discrimination or harassment based on race, color, religion, creed, age, sex, gender, gender identity or expression, transgender status, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law. We encourage applicants from all backgrounds to apply.