Institutional Securities

Senior Relationship Management Summer Analyst

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Placement and duration

The Senior Relationship Managment Summer Analyst Program is a 10-week program consisting of one week of classroom training, followed by a placement on the Senior Relationship Management desk. Summer Analysts receive on-the-job training, benefit from working alongside experienced professionals on meaningful projects, and build their skillsets in a dynamic and evolving environment. In addition, the program features a Senior Management Speaker Series, networking events, community service, performance reviews, and a mentorship program.

Senior Relationship Management Overview

  • The team owns relationships with the “C-Suite” and senior individuals and is responsible for allocating the clients’ wallet.
  • The overall goal of the SRM team is to achieve top tier rank/share across targeted products.
  • We conduct detailed wallet share and balance of payment analysis and develop action plans in partnership with Sales & Trading to target wallet/revenue. Additionally, the team strives to capture new or under-penetrated sources of revenue including strategic mandates.
  • We also partner with Investment Banking, Global Capital Markets, Wealth Management and other areas of the Firm to maximize cross-divisional revenue opportunities.

Training program

Summer Analysts begin with a one-day orientation where they are introduced to the Firm’s businesses and learn what it’s like to be an employee at Morgan Stanley. Then Summer Analysts attend division-specific training where they learn core skills essential for success. The curriculum includes daily market updates, business-specific overviews, and basic product and technical training.


  • Creating presentations to identify goals for each client and target where to achieve them.
  • Perform financial, strategic, and competitive analysis of multiple data sources and present it in a clear and concise manner.
  • Preparing briefing memos for senior management to highlight current revenues and opportunities.
  • Work directly with Senior Relationship Managers in day-to-day management of all initiatives in support of Sales and Trading.
  • Assist SRMs in prioritizing and staying on top of daily workflow streams and client driven requirements.
  • Create and maintain meeting agendas and presentation materials for SRMs use internally and externally.

Qualifications/ Skills/ Requirements

  • You are pursuing an undergraduate degree (junior) or a Master’s degree with a graduation date of December 2020 or Spring 2021.
  • Minimum 3.0 GPA.
  • You can work effectively and collaboratively in a small, close team environment.
  • You are an analytical thinker with a thoughtful approach to problem solving and data interpretation.
  • You have an advanced knowledge of Excel.
  • You have a high level of attention to detail.
  • You possess strong oral and written communication skills.
  • You are a proactive, organized planner with the ability to multi-task and prioritize numerous work streams.


Morgan Stanley New York

Founded in New York City in 1935, Morgan Stanley has evolved into one of the world's foremost financial institutions, with more than 55,000 employees in 43 countries. Our New York headquarters offers the finest in financial thinking, products and execution to individual investors, companies, institutions and government agencies. We offer our clients the personalized attention and service of a boutique, the intelligence and creativity of the brightest professionals in the industry and the global resources of Morgan Stanley.

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Application Process/Details

Students must apply online at If Morgan Stanley recruits on your campus, you may also be required to apply through your school’s on‑campus system.

After submitting your application, you will be asked to complete a video-recorded questionnaire through HireVue. You will receive an email with additional information on how to complete the video within 48 hours of submitting your application. We encourage you to account for this in your application timeline.

Learn more about Our Recruitment Process