Analytics and Data (EquityZen), Vice President
About The Position
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.”
Requirements
- 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
