The posting
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, 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 delivers management reporting, customer and product behavior insights, and predictive analytics in support of Wealth Management, Banking and Firmwide Marketing. We are seeking an analytical, execution-oriented AVP to support the Private Markets including EquityZen business, with a primary focus on performance reporting, business insights and decision support.
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
- Produce and enhance recurring management reporting and executive-ready dashboards that provide clear visibility into commercial performance, client activity, product trends, pipeline health and operating results.
- Analyze business performance across the customer lifecycle and translate findings into concise insights, and recommendations for Private Markets/EquityZen and Wealth Management stakeholders.
- Partner with Sales, Marketing, Operations, Product, Finance, Legal/Compliance and Technology to define key performance indicators, reporting requirements and consistent metric definitions.
- Support forecasting, target setting and performance reviews by preparing trend analyses, variance explanations, scenario assessments and leadership materials.
- Develop ad hoc analyses to evaluate growth opportunities, operating challenges and emerging business questions
- Maintain strong controls over reporting outputs by validating source data, documenting business logic, reconciling results and promptly resolving data-quality issues with appropriate partners.
- Identify opportunities to streamline reporting processes, reduce manual effort and improve the timeliness, usability and consistency of analytics deliverables.
- Manage assigned projects from requirements through delivery, coordinate stakeholders, communicate risks and dependencies, and ensure work is completed accurately and on schedule.
Qualifications
- Minimum education requirement; Bachelor degree
- 3+ years of experience in analytics and reporting roles within financial services.
- Strong experience developing executive reporting, dashboards, scorecards and performance analyses that connect business results to actionable insights.
- Experience working across modern data platforms and analytics tools; familiarity with environments including Snowflake, Hadoop, Dataiku, and Tableau strongly preferred.
- Proficiency in Excel and PowerPoint, including producing executive-ready decks that can be used with minimal editing.
- Strong proficiency in SQL and Python with hands-on data analytics skills, including the ability to manipulate large datasets, validate results, and defend assumptions.
- Experience supporting forecasting, planning, pipeline analysis or financial and operating performance reviews.
- Strong attention to detail and commitment to data accuracy, controls, documentation and reproducible reporting processes.
- Excellent written and verbal communication skills, including the ability to present complex findings clearly to senior stakeholders and tailor the level of detail to the audience.
- Collaborative and organized approach, with the ability to manage multiple priorities and work effectively across Sales, Marketing, Operations, Finance, Legal/Compliance, and Technology
- Knowledge of financial services, venture capital or private markets is preferred.
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 $85,000 and $140,000 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.
