Associate, Platforms - EquityZen

711 MS Smith Barney, LLC; New York (NY); On-site; USD 58,000 - 115,000; Full time

Job summary

EquityZen, part of Morgan Stanley, seeks a detail-oriented Associate, Platforms to help push the private markets platform forward. You will work with senior leadership to execute the roadmap, partner with design and engineering on user-centric features, and draft specs, wireframes, and API guides for internal teams.

You will analyze usage data, support deployments, and participate in agile ceremonies. A 1–3 year background in product-related roles and a passion for fintech are ideal for this

Qualifications

• 1–3 years of product management or related role in a tech startup or similar environment.
• Undergraduate degree in Technology, Finance, or Economics.
• Interest in Fintech, Wealthtech or regulated industries is a plus.
• Experience supporting the product lifecycle from ideation to launches.

Responsibilities

• Support complex, time-sensitive initiatives to advance the EquityZen platform.
• Collaborate with senior product leadership to execute the roadmap.
• Work with design and engineering to build user-centric products with strong UX.
• Draft specs, create wireframes, conduct UAT, and assist in A/B testing.
• Provide platform-incident support and assist releases training.
• Develop technical documentation including API specs and integration guides.
• Analyze customer usage data to derive product insights.
• Participate in agile ceremonies and coordinate with Engineering.
• Gather feedback from Sales, Operations, Compliance and other teams.

Skills

Product management

Analytics

Communication

Cross-functional collaboration

SQL (basic)

Education

Bachelor's degree in Technology, Finance or Economics

Tools

Mixpanel

Google Analytics

SQL

Job description

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. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (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.

WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

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.” EquityZen is looking for a detail-oriented and analytical Associate, Platforms to join our growing team.

What you’ll do in the role

• 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.

Skills Required

• 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

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 $58,000 and $115,000 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.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

What We Do