Office of the COO - Strategic Initiatives

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 Strategic Initiatives Group reports to Morgan Stanley Investment Management’s (MSIM’s) executive management and works cross-functionally with business and support groups within MSIM globally and across the Firm. The team provides centralized leadership, planning, and execution on key initiatives identified across various disciplines including:

  • Process re-engineering
  • Industry-driven initiatives
  • Revenue opportunities
  • Vendor analysis/management
  • Investment systems enhancements and implementations

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 Strategic Initiatives Group is looking for a Summer Analyst to:

  • Help coordinate and participate in cross-functional settings to build consensus and to execute on agreed deliverables
  • Assess business challenges and develop recommendations for presentation to key stakeholders
  • Design project plans to meet short and long-term goals and deadlines
  • Develop presentations to report progress and status for senior management
  • Work directly with the global team to identify and develop strategies to improve upon existing business practices

Qualifications/ Skills/ Requirements

  • Current Junior (class of 2019) in a four year bachelor’s degree program with superior academic performance
  • Strong interest in the financial services or management consulting industry and:
  • Strong track record of academic excellence and achievement
  • Well-rounded with outstanding organizational and analytical capabilities
  • Enthusiastic with strong interpersonal and relationship-building skills
  • Ability to summarize complex problems and detailed analysis with clarity and brevity
  • Excellent presentation skills including verbal and written communication
  • Commitment to deliver the highest quality work product with close attention to detail
  • Advanced proficiency in MS Office Suite, particularly Excel and PowerPoint
  • Ability to prioritize and efficiently plan for various short- and long-term deliverables
  • Ability to work both independently and as part of a team


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