Your Opportunity as an Analyst in GWMG Products Group

The Products Group track is a competitive 24 month program that consists of three eight-month rotations. The rotational aspect of the program consists of positions in Products, Banking & Lending & National Sales Administration. Rotation placements are in areas such as Alternative Investments, Mutual Funds, Retirement & Equity Solutions, Annuities & Insurance, Business Management and Banking and Deposits. The Analyst program kicks off in early July with a comprehensive orientation and training program designed to help Analysts become acclimated to the firm. 

This business unit encompasses both Morgan Stanley and third-party provider products and services, such as insurance and mutual funds. Morgan Stanley offers brokerage and investment advisory services covering various investment alternatives (equities, options, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts and mutual fund asset allocation programs); financial and wealth planning services, annuity and insurance products; and retirement services (defined contribution plans, 401(k) plans and stock plan administration to businesses of all sizes and trust and fiduciary services to individual and corporate clients).   Credit and other lending products are components of the Banking and Lending department within the Products Group, including Morgan Stanley Home Loans, which provides residential mortgages.  In addition, Morgan Stanley offers cash management services, including deposits, check writing, direct deposit, debit cards and business cash management. 

Placements may also include departments in National Sales Administration.

National Sales Administration

National Sales professionals serve individual investors and small-to-medium size corporations and institutions with an emphasis on affluent and high net worth investors.  Morgan Stanley’s Global Wealth Management network of financial advisors and wealth advisors provide tailored solutions designed to accommodate individual investment objectives, risk tolerance and liquidity needs.  Placements in National Sales Administration include GWM Marketing, Field Talent Management and Business Management.

Developing Your Career
What you can anticipate as you make progress and after completing the program

High-performing Analysts can anticipate placement in a variety of GWMG roles including product groups and strategic functions. The experience may also include an opportunity to gain exposure to both corporate and branch-related activities.

Senior management takes a keen interest in your progress as an Analyst, and will look to you for fresh perspectives and new ideas. You will be encouraged to take on responsibility quickly with a view to developing your career.

Is Global Wealth Management Right for You?
A checklist to help you decide if you have the skills and temperament for this area

• You effectively communicate ideas and opinions.
• You think on your feet and respond to challenges effectively.
• You are poised and confident.
• You consider yourself resourceful and thorough.
• You are a self-starter.
• You demonstrate leadership skills.
• You are involved in your community.
• You can understand and interpret numeric data, especially as it relates to financial services.
• You are innovative and think creatively.
• You have the ability to multitask in a fast-paced environment.
• You pay close attention to detail.

Requirements

Requirements include an undergraduate degree with a relevant major such as business or economics, a minimum 3.2 GPA, and a keen interest in the financial services industry. A resume that shows work experience in a related field is also required.

Selection Process

Depending on your school, interviews may take place on campus or at Morgan Stanley. Interviews are conducted by senior managers, former Analyst Program participants, and Human Resources. Successful candidates can expect two to three rounds of interviews.

How to Apply

Please visit our website at: http://www.morganstanley.com/about/careers/recruiting/apply.html. You should also check with your career center for specific campus application deadlines.

Deadlines

For application deadline information, please consult with your school’s career center.

	Your Opportunity as a Summer Analyst in GWMG Products Group

The Global Wealth Management Group Summer Analyst Program is a competitive 10-week program. Placements in the Products Group portion of the business include areas such as Alternative Investments, Mutual Funds, Banking & Lending and National Sales Administration. There are also positions available in the Markets Group, Private Wealth Management, GWMG Operations Group and GWMG Information Technology. Placements in these areas include Individual Fixed Income, Equities, Risk Control, Collateral Management, Software Development and PWM Sales. The Summer Analyst program commences in late May/early June (depending on track) with a comprehensive orientation designed to help summer analysts become acclimated to the firm. 

Products Group
This business unit encompasses both Morgan Stanley and third-party provider products and services, such as insurance and mutual funds. Morgan Stanley offers brokerage and investment advisory services covering various investment alternatives (equities, options, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts and mutual fund asset allocation programs); financial and wealth planning services, annuity and insurance products; and retirement services (defined contribution plans, 401(k) plans and stock plan administration to businesses of all sizes and trust and fiduciary services to individual and corporate clients).   Credit and other lending products are components of the Banking and Lending department within the Products Group, including Morgan Stanley Home Loans, which provides residential mortgages.  In addition, Morgan Stanley offers cash management services, including deposits, check writing, direct deposit, debit cards and business cash management. 

Placements may also include departments in National Sales Administration.

National Sales Administration

National Sales professionals serve individual investors and small-to-medium size corporations and institutions with an emphasis on affluent and high net worth investors.  Morgan Stanley’s Global Wealth Management Group network of financial advisors and wealth advisors provide tailored solutions designed to accommodate individual investment objectives, risk tolerance and liquidity needs.  Placements in National Sales Administration include GWMG Marketing, Field Talent Management and Business Management.

Job  Responsibilities

As a business analyst, you are responsible for defining a complete business process and presenting it to the GWM Technology team. As a software developer, the summer analyst creates scripts to automate the testing of functions within the financial advisor workstation.

Developing Your Career
What you can anticipate as you make progress and after completing the program

High-performing Analysts can anticipate placement in a variety of GWMG roles including product groups and strategic functions. The experience may also include an opportunity to gain exposure to both corporate and branch-related activities.

Senior management takes a keen interest in your progress as an Analyst, and will look to you for fresh perspectives and new ideas. You will be encouraged to take on responsibility quickly with a view to developing your career.

Is Global Wealth Management Right for You?
A checklist to help you decide if you have the skills and temperament for this area

• You effectively communicate ideas and opinions.
• You think on your feet and respond to challenges effectively.
• You are poised and confident.
• You consider yourself resourceful and thorough.
• You are a self-starter.
• You demonstrate leadership skills.
• You are involved in your community.
• You can understand and interpret numeric data, especially as it relates to financial services.
• You are innovative and think creatively.
• You have the ability to multitask in a fast-paced environment.
• You pay close attention to detail.

Requirements

Requirements include an undergraduate degree with a relevant major such as Business or Economics (Computer Science (GWMG Information Technology) and Engineering (GWMG Information Technology & Operations) in addition), a minimum 3.0, 3.2, or 3.5 GPA depending on track, and a keen interest in the financial services industry. A resume that shows work experience in a related field is also required.

Selection Process

Depending on your school, interviews may take place on campus or at Morgan Stanley. Interviews are conducted by senior managers, former Analyst Program participants, and Human Resources. Successful candidates can expect two to three rounds of interviews.

How to Apply

Please visit our website at: http://www.morganstanley.com/about/careers/recruiting/apply.html. You should also check with your career center for specific campus application deadlines.

Deadlines

For application deadline information, please consult with your school’s career center.