Client Engagement - Sales

Summer Analyst

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Placement and duration

Morgan Stanley Investment Management is a client-centric organization dedicated to providing investment and risk-management solutions to a wide range of investors and institutions. With $471 billion in assets under management as of September 2018, our clients include corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide. With over four decades of asset management experience, our investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. Morgan Stanley Investment Management offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry, and access to the global resources of Morgan Stanley.

With 645 investment professionals worldwide, and 37 offices in 21 countries, Morgan Stanley Investment Management is able to provide in-depth local knowledge and expertise while channeling the strength of our global presence and resources. To support the delivery of tailored, value-added investment solutions to clients our investment teams are organized by capability: Solutions & Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit & Equity, Global Fixed Income, and Global Liquidity.

The Investment Management Summer Analyst Program is a 10-week program consisting of one week of training with all Investment Management Summer Analysts and nine weeks working within a specific group. During the 10-week program, Summer Analysts experience the culture and atmosphere of Morgan Stanley by performing a role similar to a Full-Time Analyst.

Training program

The training program consists of a curriculum designed to equip Summer Analysts with the fundamental skills needed in order to be successful in Investment Management. The program is one week long and includes a Firm-wide orientation, business overviews, professional development, technical training and networking events. A speaker series is also a part of training, and runs throughout the 10 week program.

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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

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 2021) 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

After submitting your application, you may be asked to complete a video-recorded questionnaire through HireVue. You will receive an email with additional information on how to complete the video shortly following submission of your application.

Learn more about Our Recruitment Process