Associate, Platforms - EquityZen

Be an Early ApplicantFull Timejunior

New York, New York, United States of AmericaPosted Today

Role Overview

Morgan Stanley is hiring a entry-level Associate, Platforms - EquityZen. This is a full-time role in New York, New York, United States of America. posted today. applications are still in the early window, before most candidates have applied. Full responsibilities, required qualifications, and the apply link are listed in the description below.

Resume Keywords to Include

Make sure these keywords appear in your resume to improve ATS scoring

SQLAgileAPIGoogle AnalyticsMixpanelORWireframingCompensation

Job description

Job Description

Associate, Platforms – EquityZen

Wealth Management Platforms
New York Plaza, NY

About 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.

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.

About Morgan Stanley

Morgan Stanley

morganstanley.com

On-site

82 other open roles at Morgan Stanley on TryApplyNow.

View all 83 roles at Morgan Stanley Visit website

Frequently Asked Questions

How do I apply for the Associate, Platforms - EquityZen position at Morgan Stanley?

Use the Apply button above to submit your application directly to Morgan Stanley. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Associate, Platforms - EquityZen position at Morgan Stanley located?

This position is based in New York, New York, United States of America. Morgan Stanley has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Associate, Platforms - EquityZen at Morgan Stanley earn?

Morgan Stanley has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Associate, Platforms - EquityZen role at Morgan Stanley posted?

This role was posted on July 24, 2026 (today). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

Is the Associate, Platforms - EquityZen role at Morgan Stanley entry-level?

Yes. This is an entry-level position. Strong candidates typically have 0-2 years of relevant work experience, internships, or significant project work. Read the full description for any specific qualification requirements Morgan Stanley has listed.