Morgan Stanley
Investment Banking

Sophomore Summer Analyst

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Placement and Duration

Sophomore Summer Analysts hired in New York are given general offers, then placed into two-5 week rotations in the industry coverage groups or into Mergers & Acquisitions (M&A). Opportunities are also available in our regional offices in Houston, Los Angeles, Menlo Park and San Francisco. During the 10-week program, Summer Analysts experience the culture and atmosphere of Morgan Stanley by taking on responsibilities of a Full Time Analyst, working on a variety of corporate transactions and making meaningful contributions to the delivery of projects.

Training Program

After five days of intensive training in New York, Summer Analysts spend the program within a specific group, building a strong foundation in the basic skills of financial analysis, accounting and valuation, and working on a wide range of transactions. Summer Analysts receive continuing on-the-job training throughout the program and benefit from working alongside experienced professionals on meaningful projects. For example, they might accompany clients on a road show for a headline-making equity offering, participate in the execution of an M&A transaction, or analyze financial information in preparation for making a strategic recommendation to a top client. In addition, Summer Analysts have many opportunities to network with peers, mentors and senior managers through team-building sessions and other organized events.

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The roles and responsibilities of a Sophomore Summer Analyst vary by department, but may include:

  • Analyzing detailed corporate and financial information
  • Creating statistical exhibits that analyze comparative financial performance
  • Building models to illustrate projected financial results and value to companies
  • Developing marketing memoranda and delivering sections of research presentations
  • Participating in the execution of financings and M&A transactions
  • Acting as the liaison for the team and other parts of the Firm

Qualifications/ Skills/ Requirements

  • This program is an integral part of our diversity recruiting efforts, open to Black, Hispanic, Native American, Female and/or LGBT+ college sophomores
  • You are pursuing an undergraduate degree (sophomore) with a graduation date between December 2022 and June 2023 
  • Minimum 3.0 GPA
  • You have basic knowledge of and a keen interest in finance
  • You are analytical, adaptive, possess a strong work ethic, are a leader yet team player, as well as a multi-tasker
  • You possess strong oral and written communication skills