Financial Analyst

The Role:  

The Financial Analyst will play a fundamental role on the Forge Data Operations (DataOps) team by supporting and developing the Forge's data product. This role will focus primarily on aggregating financial data, generating insights into valuation, cap tables, market dynamics, and corporate events for pre-IPO securities, and developing value-additive content for investors..

As Institutional investors seek access to growth returns, they are migrating into the private market at an accelerating rate. However, such investors find there is little to no high-quality data or analysis like what they have become accustomed to in the public markets. The difficulty in making investment decisions in the absence of reliable financial content is a key impediment to the continued growth of the private capital market. The Forge Data team is removing this key impediment by producing valuable content that our clients depend on to make private market investment decisions.

Location: This is a remote role in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

• Maintain and improve proprietary financial models leveraging company filings, legal documents, Forge internal transaction data, and third-party vendors, and manage outsourced valuation analyses as needed
• Conduct bespoke analysis of diverse data sources available to the DataOps team, particularly in response to feedback from investors regarding value additive content
• Identify and elevate problems related to private market valuation using financial analysis and data analytics
• Assume coverage of a subset of pre-IPO companies via Forge’s software tools and subscriptions, including news, trends, corporate actions, funding rounds, exits, and share insights with both internal and external stakeholders
• Collaborate cross-departmentally with Forge’s engineering, sales, legal/compliance, product, and marketing teams to continue to add to the breadth and depth of the Data product’s offerings

Qualifications:

• At least 2 years of experience working in financial services or FinTech - competitive backgrounds include third-party valuation, investment banking, venture capital, venture lending, consulting, and/or equity research
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Strong financial modeling skills using Excel
• Experience working with and analyzing large datasets and prior exposure to third-party financial data sources (Pitchbook, Crunchbase, CapitalIQ, Bloomberg, FactSet, etc.)
• Excellent written and verbal communication skills
• Superior attention to detail, with the ability to manage multiple projects, meet deadlines, and function well in both a team setting and on a self-directed basis
• Avid interest in pre-IPO securities markets, with familiarity around market trends, dynamics, developments, and growth strategies
• Must be aligned with a diverse, inclusive and high-performance team culture as a key differentiator in a highly competitive marketplace
• Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication

Preferred Qualifications

• Experience with Python, SQL, and/or Looker
• Experience working with private company cap tables and Certificates of Incorporation
• Track record of implementing automated workflows and analytical tools to increase efficiency and productivity

For residents of Denver, CO the annual salary range for this role is $70,000 - $90,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.