Wealth Management

Sophomore Summer Analyst

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Placement and duration

The Wealth Management Sophomore Summer Analyst Program is a competitive 10-week program. Sophomore Summer Analysts can expect to rotate through two groups within the Home Office. They will gain a thorough understanding of the Wealth Management business and the full range of financial products and services available to our clients.

The Wealth Management Headquarters is based in Purchase, NY.  The Summer Analyst Program placements will be in New York City and/or Purchase, NY. 

TRAINING PROGRAM

The Wealth Management training program consists of a curriculum designed to equip Summer Analysts with the fundamental skills they need in order to be successful in Wealth Management. 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.

Get to Know Our Recent Recruits

 

Responsibilities

  • Investment Strategies, Solutions and Product Management: Develop communications and marketing plans for Financial Advisors, Field Management and their clients. Work on important initiatives and projects across various teams such as Financial Planning, Business Development, Marketing/Digital Strategy or Field Communications. Meet with investment managers to evaluate market opportunities and products. Evaluate investment quality and consistency of Wealth Management products.

Qualifications/ Skills/ Requirements

Morgan Stanley is made up of many talents and perspectives. One way we demonstrate our commitment to diversity is through the Sophomore Summer Program. This program is an integral part of our diversity recruiting efforts helping to attract Black, Hispanic, Native American, Female and/or LGBTQ college sophomores.

  • You are pursuing an undergraduate degree (sophomore) with a graduation date of December 2021 or Spring 2022.
  • Minimum 3.5 GPA.
  • You have basic knowledge and a keen interest in finance.
  • You are analytical, adaptive, a leader yet team player, as well as a multi-tasker.
  • You possess strong oral and written communication skills.
  • Deadline to Apply: September 1, 2019

 

Application Process & Deadlines

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