Your Opportunity as an Analyst in Private Wealth Management

An overview of this program’s objectives and how you can benefit

Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment and private banking services to ultra-high net worth individuals, families and related institutions in the United States, Latin America, Europe, the Middle East and Asia.

Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.

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, institutions and individuals from more than 1,200 offices in 37 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.

Morgan Stanley Private Wealth Management is seeking eager, hardworking individuals to participate in the 2010 Morgan Stanley Private Wealth Management Analyst Program. Candidates must be in their senior year of a four-year accredited college or university majoring in business, economics or another relevant field. Qualified candidates must show a keen interest in the financial services industry.  Relevant work or internship experience is strongly desirable. The program is based in New York City.

Our employees must deliver world-class service to our clients and positive results to our shareholders. To achieve these goals, we seek to attract and retain the most talented individuals from across the industry.  By fostering creativity, encouraging debate and recognizing achievement, we have created an environment that challenges individuals to achieve their best performance for our clients.  We view career development as an ongoing process, and we offer our employees challenging developmental opportunities, both on the job and in a training environment.

Morgan Stanley Private Wealth Management (US and Latin America)

The Morgan Stanley Private Wealth Management (PWM) Analyst Program is a competitive, 24-month non-rotational program beginning in early July. It consists of comprehensive, multi-disciplinary training designed to prepare analysts for a career in PWM.  After completing the training program, PWM analysts are placed into one of three specific tracks and work closely with product and trading specialists from across the firm to gain a thorough understanding of the uses and applications of sophisticated financial tools, and the full range of both internal and external financial products.

This formal and rigorous Analyst program provides a transparent and consistent method for those new to the firm to learn about the ultra-high net worth market, PWM and Morgan Stanley Smith Barney while obtaining the skills necessary for career advancement.

Roles and responsibilities may vary slightly by track but typically include:

• Business Development and Strategy:
  Analysts support the generation and implementation of strategic initiatives and policies throughout the Global PWM organization which includes the United States of America, Latin America, Europe/Middle East/Africa, and Asia.  Analysts work closely with PWM senior management on a daily basis, playing an integral role in the development and implementation of creative solutions that help enhance the global presence and efficiency of the organization.  In addition, Analysts gain exposure to a wide range of experiences across the firm through frequent interactions with Institutional Equities, Fixed Income, Global Capital Markets, Investment Management, Investment Banking and all areas within Morgan Stanley Smith Barney.
• Sales:
  Analysts support either a client coverage team or Regional/National Management in the analysis, tracking and growth of business.  Other tasks may include analysis of current client coverage, creation of customized client presentations and management presentations, and coordination of and involvement in various projects. 
• Products and Services:
  Analysts work within the products and services areas of PWM to support client coverage teams.  Roles may include working within the Investment Group, an internal portfolio management team that manages a number of different investment strategies across equity and fixed income for PWM clients; the Wealth Strategies Group, an integrated wealth management analysis team that provides highly customized analysis and structuring incorporating all financial facets of an investor's balance sheet, including the use of estate tax planning, income tax planning, trust & insurance solutions, and stock option taxation analytics; or the Risk Management Group, a team within PWM that manages risk, compliance, surveillance, and regulatory oversight in the investment advisory business and throughout the entire business.

Developing Your Career
What you can anticipate after completing the program

High-performing Analysts can anticipate placement in a variety of roles within the firm, including product groups and strategic functions.  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 Morgan Stanley Private 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 are 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 3.5 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 Private Wealth Management. 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

Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, strongly encourages students to apply for positions using our on-line application at www.morganstanley.com/careers/recruiting  in addition to the policies and procedures established by your placement office.  Please include GPA on resume, along with a cover letter.

Deadlines

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

Morgan Stanley Smith Barney is an equal opportunity employer committed to diversifying its workforce (M/F/D/V)
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