Investment Management Summer Analyst Program - Calvert Engagement (Jun 2025)

About Morgan Stanley

Morgan Stanley excels in advising, originating, trading, managing, and distributing capital for individuals, governments, and institutions, guided by their core values and a standard of excellence. They play a vital role in helping clients raise, manage, and deploy capital effectively to achieve their objectives. They also provide expert assistance in building, preserving, and managing wealth for individuals, businesses, and institutions.

Your role

About Morgan Stanley Investment Management (MSIM):

Morgan Stanley Investment Management's Summer Analyst Program, commencing in June, is a dynamic 10-week experience designed to immerse participants in the company's culture. It offers a hands-on approach where Summer Analysts undertake roles mirroring Full-Time Analysts, providing a real-world glimpse into the world of investment management.

Primary Responsibilities

• Work collaboratively with Investment Teams, Distribution & Marketing, Legal & Compliance, and Operations to understand strategy, and opportunity, execute new product launches, mergers/strategy transitions, and liquidations, and provide ongoing support to the product platform.
• Conduct market research and analyses on competitor funds, performance, and global investment trends using various fund databases to support product initiatives
• Assist with offering document development and marketing materials, operational processes, etc.
• Assess product demand by speaking with sales teams
• Support strategic organic growth initiatives such as new product launches, team lift-outs, sales initiatives
• Support corporate development and M&A efforts by analyzing and synthesizing financial statements and operating information about potential acquisition targets
• Research and analyze various geographical markets and segments within the asset management industry such as China, retirement/DC, and insurance channels. Includes market sizing, identifying growth trends/opportunities, and profiling of key market participants

Training & development

This program is structured into a one-week intensive training, followed by nine weeks of practical experience within an IM team. The initial training equips Summer Analysts with essential skills, covering a Firmwide orientation, business insights, professional development, technical skills, and networking opportunities, setting the stage for a successful journey in investment management.

Salary & benefits

The expected base pay rate for the role will be $43.27 per hour.

Benefits offered may include:

• Gain hands-on industry experience.
• Learning & development programs.
• Paid time off plans (Plans vary by position).
• Flexible work schedules.
• Diverse culture.
• Free Lunch or Snacks.

Career progression

Morgan Stanley provides interns with a structured career progression. High-performing interns often transition to full-time analysts, benefiting from mentorship, training, and networking, shaping a promising career within the organization.

Work-life balance

At Morgan Stanley, a strong emphasis on work-life balance fosters an environment where employees can thrive both personally and professionally, ensuring a fulfilling and rewarding experience throughout their careers.

Culture & vibe

At Morgan Stanley, they believe that diversity makes them stronger. They come from all over the world. They are all high achievers who share integrity, intellectual curiosity, and the desire to work in a friendly, inspiring environment.

About you

Qualifications:

• Pursuing a Bachelor's degree and will graduate between December 2025 and June 2026
• Exceptional academic performance and communication skills, both verbal and written
• Strong team player; ability to collaborate with colleagues across the team and within the broader organization
• Energetic, self-starter, and team-oriented individual who thrives in a dynamic environment
• Strong organizational and time management skills, with the ability to manage competing priorities
• Problem solver, with an analytical and detail-oriented mindset
• Strong proficiency in Excel and PowerPoint

How to apply

To apply for this role, click the "Apply on employer site" button below, which navigates to the career page where the application can be submitted directly.

Sources

The following sources were used in researching this page:

• morganstanley.tal.net
• morganstanley.com
• youtube.com