Senior Director, Fundamental Research

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, humble and accountable. 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 planet-saving, plant-based nutrition and more.

Our mission is to empower more people to exercise ownership in the world’s leading private companies via a world-class technology platform with access to the largest network of buyers and sellers in the world. 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 it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions.

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.

Location: This is a hybrid role that requires you to be in-office at least 2-3 days a week in our SF, CA or NY, NY office.  

The Role:  

As a member of the Data Research team at Forge Global, you will help build and establish frameworks that generate unique market insights and lead the process for in-depth analysis of venture-backed, late-stage companies based on fundamental analysis. You’ll leverage proprietary data and collaborate with teams across Forge to help market and develop actionable analysis on the private markets. Your role will involve writing thought-leadership reports, communicating Forge’s point of view on investing trends, building relationships with industry professionals, communicating timely, actionable insights to our target audience, and enhancing our product offerings with new data sets and analytics. Join us to drive impactful research that shapes the future of private market investing while embodying Forge's values of being bold, accountable, and humble 

Responsibilities:   

• Conduct research and analysis covering private investing with an emphasis on venture-backed, late-stage companies. 
• Establish research frameworks to provide market insights, commentary, and evaluations around our coverage areas, while identifying unique themes that may impact individual companies, sectors, or the overall market.  
• Build and maintain a research platform for Fundamental Analysis, such as financial metrics, product performance, customer case studies, and people data. 
• Leverage Forge’s proprietary data and analytics, public and private company research notes, academic white papers, economic indicator forecasts, and other data sources to inform and develop actionable analysis on the asset class. 
• Write and edit research and thought-leadership reports, work closely with Marketing to manage direct-to-client distribution channels for published notes and help drive overall content strategy. 
• Work closely with Quantitative Research team members to identify unique datasets, research product ideas, and generate new insights to drive product innovation and asset class adoption.  
• Monitor industry developments, search news and industry publications, attend industry conferences and communicate directly with investors and management teams to provide timely, differentiated, actionable insights. 
• Develop and manage relationships with both client and non-client industry professionals to help support primary research efforts. 
• Manage and respond to inquiries from clients, press, internal colleagues, and the public regarding published research. 

Qualifications: 

• 10+ years of experience in equity research, investment banking, or related financial services role. 
• Undergraduate degree in finance, economics, or a related field. 
• Working knowledge of the private markets – venture capital, growth equity, and M&A. 
• Experience in writing long-form research and creating data and market insights to drive content strategy. 
• Excellent communication and presentation skills. Able to translate and communicate both qualitative and quantitative information effectively to non-technical audience.  
• Strong internal partnership skills. Ability to proactively suggest content ideas and collaborate with peers to execute, as well as respond to requests/ideas from partners and shape Forge’s response. 
• Advanced Excel and PowerPoint knowledge combined with SQL proficiency 

Preferred Qualifications:   

• Advanced degree in finance, economics, or a related field preferred  
• Experience with Phyton highly desirable 

For residents of San Francisco/Bay Area, CA or New York, NY the annual salary range for this role is $220,000 - $250,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, annual bonus, and other factors. 

Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment. 

Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.

Forge is proud to be an equal opportunity employer and values 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.