At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.

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.

Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.

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