You must have a GPA of at least 3.5, be pursuing an undergrad degree, have a basic understanding of finance, be analytical, results-driven, able to multitask, a team player, and possess strong communication skills.

You will collaborate with your team to create tailored solutions for clients in various Wealth Management disciplines, such as product development, analytics, marketing, and sales engagement.

Banking & Finance

United States

New York City

Large

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.

Finance

Morgan Stanley

Investment Banking

<ul><li>Summer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home&nbsp;Office. These teams are designed to offer a real-world, project-based experience of what it’s like to be a Wealth Management professional. Morgan Stanley Wealth Management is broken up into the Field and the Home&nbsp;Office. Summer Analysts are placed in the Home&nbsp;Office&nbsp;where the development and strategy of products, investment solutions, digital offerings and research take place for Financial Advisors to leverage with our clients. Summer Analysts will gain a thorough understanding of the Wealth Management business and the full range of financial products and services available to our clients. Summer Analysts will complete a week of training prior to joining their team for the summer. During the 10-week program, Summer Analysts experience the culture and atmosphere of Morgan Stanley by performing a role similar to a&nbsp;Full Time&nbsp;Analyst.</li><li>The Wealth Management Headquarters is based in Purchase, NY. The Summer Analyst Program placements will be in either&nbsp;New York&nbsp;Metro or Purchase, NY based on your group’s main location.</li></ul>Training Program:<ul><li>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. Senior and peer speaker series are also a part of the overall training and are run throughout the duration of the Program.</li></ul>

Currently Studying

Summer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home Office. These teams are designed to offer a real-world, project-based experience of what it’s like to be a Wealth Management professional. Morgan Stanley Wealth Management is broken up into the Field and the Home Office. Summer Analysts are placed in the Home Office where the development and strategy of products, investment solutions, digital offerings and research take place for Financial Advisors to leverage with our clients. Summer Analysts will gain a thorough understanding of the Wealth Management business and the full range of financial products and services available to our clients. Summer Analysts will complete a week of training prior to joining their team for the summer. 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 either New York Metro or Purchase, NY based on your group’s main location.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. Senior and peer speaker series are also a part of the overall training and are run throughout the duration of the Program.

2025 Wealth Management Sophomore Summer Analyst Program - New York

Requirements

Responsibilities

Morgan Stanley

Mission & Purpose