What are the responsibilities and job description for the Analytics and Data (EquityZen), Vice President position at Morgan Stanley?
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.
The Analytics & Data (A&D) team within Morgan Stanley Wealth Management Strategy and Analytics owns all the management reporting, customer and product behavior insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. We are looking for an execution-driven and highly technical VP to join our team to support the EquityZen business.
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.”
Responsibilities
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $190,000 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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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.
The Analytics & Data (A&D) team within Morgan Stanley Wealth Management Strategy and Analytics owns all the management reporting, customer and product behavior insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. We are looking for an execution-driven and highly technical VP to join our team to support the EquityZen business.
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.”
Responsibilities
- Design and drive high-impact strategic analysis and insights to power executive decision-making across the company, with a focus on scaling Go-to-Market (GTM) performance and identifying organizational bottlenecks.
- Architect, govern, and fully own the GTM and business analytics tech stack (e.g., Salesforce, Salesloft, HubSpot, Tableau, SQL, MixPanel, ETL tools), ensuring data integrity and system optimization.
- Mentor junior team members, guiding their professional development, delegating projects, and ensuring the quality and accuracy of all reporting and operational processes.
- Establish and enforce data governance standards, owning the data architecture that drives company-wide reporting (incl. supporting externally disclosed metrics), pipeline tracking, forecasting, and sales performance management.
- Proactively identify systemic constraints and significant opportunities for growth, then lead cross-functional initiatives to scope, pilot, and implement scalable strategies.
- Champion operational excellence by constantly identifying, recommending, and implementing best practices and process improvements across the entire organization.
- 6 years of progressive work experience in Business Operations, Analytics & Data, Sales/GTM Operations, or a highly analytical/technical field.
- Demonstrated people leadership or management experience, including mentoring and developing junior team members.
- Expert proficiency in SQL (or similar languages) and deep experience with BI tools (e.g., Tableau, Looker).
- Advanced system ownership, including admin-level or architect-level proficiency with core GTM platforms.
- Hands-on experience building and managing data pipelines (ETL/ELT) and cloud data warehousing (e.g., Snowflake, Databricks).
- Proven experience in strategic finance, including financial planning and forecasting.
- Deep knowledge of the venture capital and larger financial services industry, particularly within private markets.
- Strategic and collaborative mindset, possessing the exceptional ability to translate high-level business goals into actionable project plans and work effectively across Sales, Marketing, Operations, Legal/Compliance, Technology and Product.
- A high ownership mentality, demonstrating self-motivation, a results-driven approach, and complete end-to-end ownership of the operations function from ideation to successful implementation.
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $190,000 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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Salary : $110,000 - $190,000