Full-Time

Quantitative Researcher

Posted on 9/2/2025

Forge Global

Forge Global

201-500 employees

Private securities trading and custody platform

Compensation Overview

$120k - $165k/yr

+ Annual Bonus

New York, NY, USA

Hybrid

Hybrid role; 2-3 days per week on-site in Soho, NY.

Category
Quantitative Finance (1)
Requirements
  • 5-7 years of relevant work experience (e.g., research, data science, data analytics) in the public or private equities markets.
  • Undergraduate degree in finance, economics, statistics, mathematics, engineering or a related field.
  • Excellent communication and presentation skills: able to translate and communicate 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 & exceptional attention to detail
  • Strong interest in private investing and venture-backed companies Highly competent programmer: Python, AI/ML & Advanced SQL highly desirable.
  • Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
Responsibilities
  • Utilize strong programming and data science skills to conduct unique research in support of our Data, Products and Marketing efforts
  • Work closely with team members and across Forge to identify, measure and communicate the trends and forces moving and shaping the venture-backed / pre-IPO equity market
  • Assist in the development of private market indices. Support index rebalancing and answer client queries related to index management and methodologies
  • Collaborate in the research and development of new models, data products, metrics, and insights
  • Maintain and enhance internal models and databases to ensure comprehensive coverage for our data universe
  • Aid data-driven content development and value proposition creation, collaborating across Markets, Marketing, Comms, and other Forge teams to prepare and publish thought-provoking, relevant, and timely research reports for clients and stakeholders
  • Assist with inbound and outbound ad-hoc data requests and analysis for content and communications
  • Partner closely with our product, sales, and marketing functions by driving content development and value proposition creation
  • Help identify new unique data points to support research and enhance our research and product offerings
Desired Qualifications
  • Professional writing experience
  • Index management knowledge
  • Advanced quantitative or undergraduate computer science degree

Forge Global runs a platform for private markets, offering liquidity solutions for private companies and their employees, plus pre-IPO investment access for institutions and individual investors. Its product combines a private securities marketplace with trading, custody, and data services to help clients trade, hold, and analyze ownership in private equity. By merging with SharesPost, it became one of the world’s largest private securities marketplaces. The company earns revenue from transaction fees, custody services, and data analytics. Its customers include private companies, institutional investors, and venture capital firms within the innovation economy. The goal is to provide reliable liquidity, portfolio diversification, and market insights for participants in private markets.

Company Size

201-500

Company Stage

IPO

Headquarters

San Francisco, California

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Schwab's custody and clearing infrastructure reduces operational costs and accelerates settlement.
  • Employee stock option monetization through Schwab retail channels creates new revenue stream.
  • Combined platform positions Forge as premier private market access destination for retail.

What critics are saying

  • SEC merger review risks regulatory rejection over antitrust concerns in private consolidation.
  • Multiple shareholder lawsuits allege materially incomplete proxy disclosures in merger documentation.
  • SEC enforcement actions against private marketplaces threaten $50M+ fines and trading halts.

What makes Forge Global unique

  • Schwab acquisition provides access to 16+ million retail clients for private market expansion.
  • Forge Price™ real-time pricing data creates transparent valuation moat versus competitors.
  • Accuidity Capital Management acquisition enables comprehensive wealth management for high-net-worth segment.

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Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

2%

2 year growth

0%
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