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. 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 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

Responsibilities vary according to the track you are placed in.

  • 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 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.