Placement and duration

The Wealth Management Summer Analyst Program is a competitive 10-week program consisting of one week of training and nine weeks working in a specific group. Summer Analysts will work closely with either Investment Strategies, Solutions and Product Management teams or Wealth Management's Capital Markets specialists. 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 Program begins in early June with a comprehensive orientation to help Summer Analysts become acclimated to the Firm. The Program consistsof two tracks. One is focused on Capital Markets, the other on Investment Strategies, Solutions and Product Management. Summer analysts will be placed in one of the two tracks. The Investment Strategies, Solutions and Product Management track includes roles that focus on each of the following business areas:

  • Strategy
  • Business Development
  • Research
  • Investment Products
  • Marketing

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 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

 

You get a lot of opportunities if you raise your hand and you’re passionate.
Katy Vice President, Wealth Management
Neel

Responsibilities

Responsibilities vary according to the track you are placed in.

  • Capital Markets: Engage with Financial Advisors around the country, providing them with timely Capital Markets Investment ideas. Pitch and develop trade ideas and product recommendations directly to Financial Advisors. Gain a detailed understanding of the equity and fixed income capital markets.
  • 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

The following are prerequisites for our acceptance of your application:

  • You are pursuing an undergraduate degree as a junior or sophomore at an accredited four-year college or university with a minimum 3.2 GPA.
  • You have excellent communication skills, both verbal and written.
  • You are a self-starter with the ability to work independently.
  • You have strong organizational skills with the ability to manage time efficiently and effectively.
  • You utilize a consultative and team-oriented approach to your work.