Investment Management Summer Analyst Program - Equity Research (May 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

Job description:

• 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.
• This role within the MSIM Active Fundamental Equity group will work directly with portfolio managers, analysts, and research associates on research projects throughout the summer.

Primary responsibilities:

• Support portfolio managers, equity analysts and research associates in their daily work.
• Provide basic research on sectors, industries, companies, and countries as needed.
• Attend equity research meetings, company meetings, and industry specialist meetings.
• Work on special projects as needed within the Equity Department.
• Learn to use various market data systems effectively, including Bloomberg, FactSet and Thomson Reuters products.
• Assist in preparing models from data in company filings and complex spreadsheets as requested (Using 10Ks, 10Qs, Income Statement, Balance Sheets, Cash Flow Statement).
• Extract specific data from financial reports and databases to prepare or update models relating to specific industries and Companies followed by analysts.
• Perform additional responsibilities as requested.

Training & development

• The Investment Management Summer Analyst Program is a 10-week program consisting of one week of training and nine weeks of working within a specific IM team.
• Across all IM teams, the curriculum is designed to equip Summer Analysts with the fundamental skills they need to be successful in IM.

Salary & benefits

The expected base pay rate for the role will be $52.89 per hour at the commencement of employment. However, base pay is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Morgan Stanley-sponsored benefit programs.

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

Summer Analysts at Morgan Stanley are allowed to engage in tasks akin to those of full-time Analysts, enabling them to acclimate to the company's culture and work environment. This immersive experience facilitates their career progression by offering practical exposure to the roles and responsibilities they may undertake as they transition to full-time employment 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

Morgan Stanley is known for its fast-paced and competitive work culture, emphasizing innovation and client-centricity. The firm values collaboration, diversity, and professional growth, while expecting dedication and adaptability from its employees.

About you

What you’ll bring to this role:

• Pursuing a Bachelor's degree with an expected graduation date between December 2025 and June 2026
• Strong analytical skills.
• Ability to function independently and to collaborate effectively.
• Excellent communication skills, both verbal and written.
• Strong organizational skills with the ability to manage time efficiently and effectively.
• Detail-oriented, accurate, and reliable.

How to apply

To apply for this position, click on the "Apply on employer site" button below, which navigates you to a page where you can select the choice of your location where the job is available & submit your application at the career page directly.

Application Process and Deadline:

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 Friday, July 12, 2024, at 11:55 PM EST and HireVues completed by Sunday, July 14, 2024, at 11:55 PM EST to be considered.

Sources

The following sources were used in researching this page:

• morganstanley.tal.net
• morganstanley.com/people-opportunities/perks-benefits-working-at-Morgan-Stanley
• youtube.com