Senior Sales Analyst/Associate, (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 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
• Assist with identifying prospective shareholders of private tech companies, and interact with C-suite operators at both issuers and funds alike
• Assist with day-to-day tasks vital to the success of the team, including; handling client inquiries, helping to execute transactions, providing market color, and other ad hoc projects
• Keep abreast of the latest developments in private markets
• Conduct research on the broader mid-late stage pricing environment and participate in the deal valuation process
• Assist with reporting and analytics, in order to define and test best practices

Qualifications:

• Undergraduate degree is required
• 1-2 + years of professional experience as an Investment Analyst, Investment Sales Support, or in general venture capital / financial services
• Experience with lead generation/prospecting and/or sales development with an interest in the venture capital asset class
• Demonstrated excellence in writing and communication skills; preferably for a range of audiences (technical and non-technical) to present concise content
• Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
• Collaborative approach and team player mentality
• Process-oriented, data-driven and tech-forward
• Self-driven, motivated, and results-driven
• Intermediate technical skills; including Word, Excel and PowerPoint skills
• FINRA Series 7 and 66 (or 63 and 65) licenses 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. 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 total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).