2022 Wealth Management Summer Analyst Program

Job Location

Published By

Morgan Stanley

Type of Job

Summer Internship

Published Date

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About the job

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 or 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.

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.

Requirements

QUALIFICATIONS/ SKILLS/ REQUIREMENTS
• You are pursuing an undergraduate degree (junior) or a Master’s degree with an expected graduation date between December 2022 and June 2023.
• 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.
• To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.

About us

Address

New York, NY, USA

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