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The stock market for private companies.

Research and Analysis Associate

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Everyone at Forge is clever and relentless. We love candidates who are smart and bold, with the potential to assume evolving and growing responsibilities over time. It's proven very effective for us -- we've tripled our team and more than 10xed our volume in the last 3 years.

Many of our candidates come from and/or have experience at a rapidly growing startup, cutting edge teams at a larger tech company, or building systems and technologies for financial services firms, but we welcome people from any high-performance environment.

The Role
The Research Associate will work closely with our Business Development and Business Intelligence teams to generate insights into valuation, market dynamics and economic trends for pre-IPO securities. The Associate will be responsible for improving and maintaining our analytical platforms and databases, as well as creating equity research and industry and thematic reports to further develop Forge’s thought leadership in the private equity space.


Responsibilities
* Develop and maintain valuation models leveraging company filings, Forge internal transaction data and third-party financial vendor data such as Crunchbase and Pitchbook, and managed outsourced valuation analyses as needed
* Collaborate with the business development and marketing teams on interactions with institutional investors, shareholders and press through investment research content, models and analyses
* Write data-driven research and reports that combine our proprietary data with outside datasets to identify key trends in private equity markets
* Author white papers and research reports on pre-IPO securities market trends and dynamics to be published internally and externally
* Maintain constant coverage of pre-IPO companies, related news, trends, corporate actions, funding rounds, exits and other developments, and share insights with both internal and external stakeholders
* Maintain professional and technical knowledge by attending educational workshops and conferences, reviewing professional publications, establishing personal networks and participating in professional societies

Skills and requirements
* 2-4 years of experience in financial services or consulting - competitive backgrounds include research and content at a high-growth startup, investment banking, consulting, equity research
* BA/BS in Finance, Accounting, or Economics; CFA a strong plus
* Strong financial modeling skills and experience working with and analyzing large datasets
* Familiarity with creating analytical content and strategic research
* Excellent written and presentational communication skills, and comfort around delivering complex insights to a wide range of audiences
* Superior attention to detail, with the ability to work well under pressure and meet demanding deadlines
* Avid interest in pre-IPO securities markets, with familiarity around market trends, dynamics, developments and growth strategies

Forge is a premier trading and settlement firm for a wide range of investors in the private markets. Established in 2014 as Equidate, with the vision of facilitating the sale of pre-IPO equity, the company empowers investors and shareholders by enabling liquidity in the private markets. Forge was founded by Y Combinator alumni and backed by top investors including Tim Draper, FT Partners, and Munich Re. Forge's platform allows employees and investors in privately held innovation firms to liquidate a portion of their shares and provides private and institutional investors access to top companies like Spotify, Lyft and Slack before their IPO.

Forge is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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