Morgan Stanley
Global Sales & Marketing - Alternatives Formation & Distribution

Summer Analyst

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Placement and duration

The Investment Management Summer Analyst Program is a 10-week program consisting of one week of training and nine weeks working within a specific IM group. The majority of opportunities are in our New York offices, but there may also be select positions in suburban Philadelphia. During the 10-week program, Summer Analysts experience the work, culture and atmosphere of Morgan Stanley by performing a role similar to a Full-Time Analyst.

The Alternatives Formation & Distribution Team works in close partnership with investment teams and our global sales and marketing organization to drive the creation and distribution of private funds marketed to institutional and high net worth individual investors globally. The asset classes on which the team focuses include private equity, private credit and private real assets (real estate and infrastructure).

Training program

Morgan Stanley Investment Management’s training program consists of a curriculum designed to equip Summer Analysts with the fundamental skills they need in order to be successful. The program is one week long and includes a Firmwide orientation, business overviews, professional development, technical training and networking events. A speaker series is also a part of the overall training and is run throughout the duration of the program.


The Alternatives Formation & Distribution team is looking for a thoughtful and solutions-oriented Summer Analyst to:

  • Assist in fund formation and capital raising activities for private funds in the pipeline or actively raising capital, including:
    • Development of capital raising strategies using internal and external databases coupled with feedback from sales professionals
    • Execution of capital raising activities including distribution of offering documents, tracking of client meetings, formulating responses to inquiries from potential investors
    • Maintaining capital raising status updates and associated calendars
    • Developing and maintaining competitor and market intelligence
    • Developing and maintaining cross-platform and fund-specific marketing materials
    • Working with members of the team and Technology to enhance the quality of client information in the Customer Relationship Management (CRM) system to aid capital raising efforts

Qualifications/ Skills/ Requirements

  • Current Junior (class of 2019) in a 4 year bachelor’s degree program with superior academic performance
  • Interest in financial services and private markets specifically
  • Outstanding verbal and written communication skills
  • Highly developed interpersonal skills
  • Enthusiastic, self-motivated, and a team player
  • Superior level of attention to detail
  • Ability to handle multiple assignments at once and meet associated deadlines important to success
  • Advanced analytical skills
  • Fluent in Microsoft Office applications


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 & Deadlines

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.

For questions, please email

Learn more about Our Recruitment Process