Morgan Stanley
Analytics & Data - Private Markets (EquityZen), Assistant Vice President
$85K–$140K
New York, New York · On-site · Director · Full-time · Posted Oct 5, 2026
- Experience
- 3+ years of experience in analytics and reporting roles within financial services.
- Education
- Bachelor degree
About the job
Supports Private Markets/EquityZen through performance reporting, business insights, forecasting, and decision support for Wealth Management stakeholders.
What you'll do
- Create executive-ready dashboards and recurring reports on business performance, client activity, product trends, and pipeline health.
- Analyze performance and deliver insights, recommendations, forecasts, and leadership materials.
- Partner across teams to define metrics, validate reporting data, improve analytics processes, and deliver projects.
What they ask for
- Bachelor degree.
- 3+ years of experience in analytics and reporting roles within financial services.
- Strong proficiency in SQL and Python, and proficiency in Excel and PowerPoint.
- Experience developing executive reporting, dashboards, scorecards, and performance analyses; experience supporting forecasting, planning, pipeline analysis, or performance reviews.
Nice to have
- Familiarity with Snowflake, Hadoop, Dataiku, and Tableau.
- Knowledge of financial services, venture capital or private markets.
Pay
$85,000 and $140,000 per year (base salary)
Tools
Snowflake, Hadoop, Dataiku, Tableau, Excel, PowerPoint, SQL, Python
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