2019 Sophomore Wealth Management Summer Analyst Program (New York)
Placement and Duration
The Wealth Management Headquarters is based in Purchase, NY. The Summer Analyst Program placements will be in New York City and/or Purchase, NY.
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.
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.
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.
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, open to 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
This Program is closed to applications.