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Wealth Management

Summer Analyst

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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. 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.

The Wealth Management Summer Analyst Program is based in New York City and/or Purchase, New York. 

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 structured investments and equity 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

Summer Analyst Program

  • You are pursuing an undergraduate degree (junior) or a Master’s degree with a graduation date of December 2019 or Spring 2020.
  • 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.
  • Early Deadline to Apply: July 25
  • Regular Deadline to Apply: September 5

Sophomore Summer Analyst Program

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 2020 or Spring 2021.
  • 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 5

  • New York

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    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 www.morganstanley.com/campus, Check there for current deadlines. If Morgan Stanley recruits on your campus, you may also be required to apply through your school’s on-campus system.

    Learn more about Our Recruitment Process
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  • Purchase

    Application Process & Deadlines

    Students must apply online at www.morganstanley.com/campus, Check there for current deadlines. If Morgan Stanley recruits on your campus, you may also be required to apply through your school’s on-campus system.

    Learn more about Our Recruitment Process
    apply in this city