Investment Management

Summer Analyst

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Placement and duration

The Summer Analyst Program is a 10-week program consisting of one week of training and nine weeks working within a specific Morgan Stanley Investment Management (MSIM) team. The Investment Management Summer Analyst Program is based in London and is group-specific. It offers the following functional areas—Investing, Risk, or Sales & Marketing—based on skillset and interest. Summer Analysts gain both business and organisational knowledge while interacting with colleagues and working assignments, attending social and professional events to network and learn about the different roles within Investment Management.

Training program

Morgan Stanley Investment Management’s training program consists of a curriculum that is designed to equip Investment Management Summer Analysts with the fundamental skills they need to be successful in MSIM. 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.

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Responsibilities

Responsibilities depend on which of the following functional areas the Investment Management Summer Analyst is placed in:

  • Investing: Researching and analyzing financial information relating to specific companies and investments; creating reports and summaries from the analyzed financial data; conducting company and investment-level due diligence activities, and developing financial models and investment committee materials; evaluating existing investment portfolios and recommending changes in investment plans; and keeping up to date withmarket developments, new investment products and all other areas that can affect the markets, such as movements in the economies of relevant countries.
  • Risk: Work with senior management to maintain a flexible risk management infrastructure that allows consistent risk monitoring across MSIM's investment platform; monitor existing investment portfolios and potential new investments to assess various types of risks at both the investment and fund level; develop,implement and compile management-level reporting relating to risk assessment and mitigation; and work with fund and risk professionals to respond to regulatory requests for information, and to implement reporting and procedural changes to meet regulatory requirements.
  • Sales & Marketing: Work closely with the sales team to prepare business plans, sales channel reportingand analyze financial Profit & Loss (P&L) statements for the business; maintain detailed knowledge of each client's portfolio accounts and prepare thoughtful investment analysis in determining opportunities forselling investment products; collaborate with investment teams to understand and best position solutions and capabilities; and work with the marketing team on the creation of industry-leading publications and strategy-focused collateral that resonate with clients.

 

*Salary is competitive with excellent benefits.

Qualifications/ Skills/ Requirements

  • You have outstanding analytical and quantitative skills.
  • You have excellent communication on skills, both verbal and written.
  • You have an excellent academic background and fluency in English. Ability to communicate effectively inadditional languages is an advantage.
  • You are a strong team player; ability to collaborate with colleagues across MSIM and the broader organization.
  • You are a self-starter with the ability to work independently.
  • You are driven, highly motivated and results-focused.
  • You have strong organizational skills with the ability to manage time efficiently and effectively.
  • You are detail oriented and have the ability to work efficiently within tight time constraints.

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Morgan Stanley London

In 1977, Morgan Stanley opened its European headquarters in London, where it now has over 5,000 staff. Morgan Stanley is one of the preeminent financial services firms in the UK, with longstanding client relationships and a leading role in many landmark transactions. Our professionals value individual intellect as much as teamwork. We offer nimble, innovative services and products tailored to our clients’ needs.

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Application Process & Deadlines

Candidates are encouraged to apply early. Applicants will be required to complete online tests within 48 hours of submitting an application.

Please note we may also have some additional off-cycle positions available throughout the year, depending on business needs.

Learn more about Our Recruitment Process