Global Sales & Marketing - Institutional Sales

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 Global Sales & Distribution group is the primary sales force for Investment Management, selling products through the following channels: Institutional Sales & Consultant Relations:

  • Focus on North America Public Plans, Corporations, Endowments/Foundations and Insurance Companies Intermediary Distribution:
  • Wealth Advisor Channel: Focus on financial advisors at Morgan Stanley Wealth Management and other fund distributors/wirehouses
  • Registered Investment Advisor (RIA) Channel: Focus on mid to large sized registered investment advisors and regional banks
  • Sub-advisory: Focus on obtaining sub-advised mandates from larger mutual fund investment companies
  • National Accounts: Focus on ensuring MSIM product suite is available on various platforms at Morgan Stanley Wealth Management and other larger broker/dealers and wirehouses

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 Institutional Sales team is looking for Summer Analyst to:

  • Support its growing sales effort by:
    • Communicating across functional areas of the firm including investment teams, distribution management, product management, marketing, legal and operations to ensure seamless execution of both client and internal requests
    • Preparing pipeline and activity reports using SalesForce for senior management
    • Updating and maintaining consultant databases with firm and strategy information
    • Assisting with marketing materials, including sales presentations, customized client-specific pitch books, and product performance analyses
    • Analyzing competitive landscape to understand product positioning
    • Identifying new business opportunities using third-party databases

Qualifications/ Skills/ Requirements

  • Current Junior (class of 2019) in a 4 year bachelor’s degree program with superior academic performance
  • Demonstrated interest in global financial markets
  • Ability to handle multiple assignments at once and meet associated deadlines
  • Superior attention to detail
  • Outstanding verbal and written communication skills
  • Previous experience in financial services industry preferred


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