Deal and Investor Operations Analyst

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 detail-oriented and collaborative Operations Analyst to help drive our transactions and join our growing team Deal and Investor Operations team.

Responsibilities:

• Manage the end-to-end deal process and execution, working cross-functionally with Sales, Research, Legal, and Compliance teams to drive transactions to a timely close.
• Communicate directly with clients, shareholders, and investors to efficiently collect all documentation necessary for transactions.
• Identify opportunities to automate and optimize deal processes and business methods, partnering closely with Product and Engineering to execute these improvements in line with workflow goals.
• Design and execute data analytics to deepen the team's understanding of the Marketplace and assist with strategic platform, product, and process decisions.
• Assist with ad hoc projects and strategic initiatives as necessary.
• Work with banking, brokerage, and investment company partners to coordinate activity within our Special Purpose Vehicles, especially when a private investment turns public

Qualifications:

• 0–2 years of work experience, or a recent graduate with relevant internship experience.
• Undergraduate degree required.
• An entrepreneurial spirit paired with a deep passion for and interest in the world of venture capital, finance, technology, and the pre-IPO space also a plus.
• A proactive self-starter who is excited to roll up their sleeves, take ownership, and continuously learn.
• Exceptional attention to detail in both written communication and quantitative analysis (e.g., noticing and resolving account balances that don’t reconcile or make sense).
• A natural "systems thinker" with the ability to quickly understand and map complex processes, identify risks and root causes of issues, and design and implement controls to make the deal process more efficient.
• Previous internship (or professional) experience in private placements, capital markets, FinTech marketplaces, internet-based investment firms, crowdfunding, or P2P lending.
• Hands-on experience with data analytics and financial modeling is a plus

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.

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Expected base pay rates for the role will be $72,000.00 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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