Wealth Management

Summer Analyst Program

 

A DAY IN THE LIFE

I selected Wealth Management...
because I am passionate about investing and the financial markets, and I wanted to develop my marketing, product and financial analysis skills. Wealth Management allowed me to work alongside financial advisors and learn how to effectively guide clients to select appropriate investment products and strategies.

As a Wealth Management Summer Branch Analyst...
I learned various aspects of the Wealth Management business, including the Operations, Risk, and Business Development standpoints, and executive decisions and relationship management.

A typical day...
started by meeting with my branch manager. I evaluated business metrics, compiled research and data, and created presentation decks. I worked alongside individuals within Operations, Risk and Business Development, and was assigned several projects, which allowed for hands-on experience and gave me a place on the team.

The best part of my summer experience at Morgan Stanley was...
working alongside the Complex Management team on projects that have significant impact on the cost of doing business. I obtained additional insight from working out of the other branches within the Complex.

Once I have completed the program, I will have an opportunity to explore...
a financial advisor or management position later in my career.

Program Details

There can be some differences between programs depending on region and time of year and overall duration. The information on this page is general and typical, but for more specific information view or download one of the tear sheets provided below for the region you're interested in.



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