2027 Wealth Management Summer Analyst Program (New York)

Launch Your Career with a World-Class Summer Experience

Are you ready to accelerate your growth, expand your skillset, and make a real impact at one of the world’s premier financial institutions? Join Morgan Stanley’s Wealth Management Summer Analyst Program—a 10-week, high-impact experience designed to provide broad exposure to the Wealth Management Home Office and develop future leaders.

Program Overview:

Summer Analysts join one of many dynamic teams at the heart of Wealth Management’s innovation—shaping product strategy, investment solutions, digital platforms, and research that empower Financial Advisors and clients.

Before joining your placement team, you’ll complete a week-long training program designed to build technical skills, business knowledge, and professional connections. From day one, you’ll experience Morgan Stanley’s collaborative culture and take on meaningful work similar to that of a Full-Time Analyst.

Placements are based in either the New York Metro area or our Wealth Management Headquarters in Purchase, NY, depending on your team’s location—giving you exposure to the center of strategic decision-making in Wealth Management.

Responsibilities:

Responsibilities vary by group, offering exposure to multiple facets of Wealth Management. You will collaborate with your team and the broader division to create tailored solutions for clients.

Potential Home Office roles include (but are not limited to):

• Product Development & Management
• Investment Research & Due Diligence
• Analytics & Data
• Field Services
• Financial Wellness
• Marketing
• Business Development
• Strategy
• Portfolio Construction
• Sales Engagement
• Digital Strategy
• Risk & Administration

Qualifications:

Analysts who succeed here embrace diverse assignments and create impact everywhere. We’re looking for candidates who are excited to broaden their horizons—those who thrive on variety, adapt quickly, and see every placement as a chance to grow and make an impact. Additional requirements include:

• Pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028
• Minimum 3.5 GPA
• Basic knowledge and strong interest in finance
• Analytical, results-driven, and able to multi-task
• Team player with a positive attitude
• Strong oral and written communication skills
• Legally authorized to work in the U.S. without requiring sponsorship, now or in the future, for employment visa status

Application Process & Deadlines:

In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by March 13, 2026 at 11:55 PM EST and HireVues completed by March 15, 2026 at 11:55 PM EST to be considered.

Expected base pay rate for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Key Message for Candidates:

This program is designed for individuals who are flexible, curious, and eager to learn across multiple disciplines. Preferences are noted, business needs drive placements. Candidates should embrace the opportunity to gain diverse experiences that will prepare them for the Wealth Management Full-Time Rotational Program and future leadership roles.