Associate, Platforms - EquityZen
About The Position
Morgan Stanley is a leading global financial services firm. The Wealth Management (WM) division helps people, businesses and institutions build, preserve, and manage wealth. WM Platforms manages industry-leading platforms across all WM channels and client segments to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. EquityZen is looking for a detail-oriented and analytical Associate, Platforms to join its growing team.
Requirements
- 1–3 years of experience in product management, or a related role (e.g., business analyst, operations, engineering) at a technology startup.
- Undergraduate degree, preferably with a concentration in Technology, Finance, or Economics.
- An interest in Fintech, Wealthtech, private markets, or highly regulated industries (previous industry experience is a plus).
- Experience assisting with the product lifecycle—from ideation and drafting specs to supporting project execution and product launches.
- Familiarity with user-centered design principles, basic wireframing skills, and an eagerness to partner effectively with UI/UX designers and engineers.
- Strong analytical and problem-solving skills, with the ability to use quantitative data and qualitative insights to iterate on ideas.
- Familiarity with data analytics platforms (e.g., Mixpanel, Google Analytics) and a willingness to learn A/B testing methodologies; basic SQL is a plus.
- Strong oral and written communication skills to effectively share updates, draft documentation, and gather feedback across the organization.
- Entrepreneurial drive and a bias for action; eager to navigate the uncertainty of new products and learn how to prioritize initiatives effectively.
- A demonstrated passion to learn, grow your product skillset, and contribute to a collaborative team environment.
Responsibilities
- Support complex and time-sensitive initiatives that help push the EquityZen platform forward.
- Work closely with senior product leadership to aid in the execution of the company roadmap.
- Collaborate with design and engineering teams to build accessible, user-centric products with a strong focus on user experience.
- Draft detailed specs and business-facing documentation, create wireframes, conduct User Acceptance Testing (UAT), and assist in A/B testing and product roll-outs.
- Provide support for platform incidents and training for impending releases.
- Develop meticulous technical and external-facing documentation, including API specifications and integration guides, to support seamless internal development.
- Analyze qualitative and quantitative data on customer usage patterns to uncover product insights and support data-driven decision making.
- Participate in agile ceremonies and partner with Engineering to ensure the timely delivery of product releases.
- Gather and organize feedback from Sales, Operations, Compliance, and other internal teams to help inform current and future product stories and enhancements.
Benefits
- Comprehensive employee benefits and perks in the industry.
- Opportunity to work alongside the best and the brightest.
- Supported and empowered environment.
- Ample opportunity to move about the business.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
