Investment Management Summer Analyst Program - Tactical Value (Jun 2025)

About Morgan Stanley

Morgan Stanley, a global financial services behemoth founded in 1935, stands at the forefront of investment banking, wealth management, and trading services. Renowned for its expertise in mergers and acquisitions, it's a pivotal player in steering global capital markets. Its influence and innovative strategies continue to shape the financial landscape, embodying a blend of tradition and forward-thinking in the world of finance.

Your role

Summer Analysts will be placed into a specific strategy team for their summer program, including Opportunistic Investing, Buyout Private Equity, Private Credit, Transformational Secondaries, and Venture.

Roles & responsibilities:

• Work with senior members of the Fund to conduct diligence on investment opportunities.
• Coordinate with advisors and consultants on due diligence items.
• Help construct company financial forecast and valuation models.
• Execute other investment-related tasks (track prospective deals, help negotiate confidentiality agreements, etc.).
• Contribute to investment memoranda on investment opportunities.
• Monitor the performance of existing portfolio companies.
• Keep current with market developments, such as new investment products and movements in the economy.
• Develop your public speaking, company/industry research and analysis (qualitative), modeling, presentation building, and project management skills.

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. 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 on the investment team.

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 practical experience in the financial sector
• Opportunities to develop professional skills
• Networking opportunities
• Access to mentors and guidance from experienced professionals

Career progression

At Morgan Stanley, a clear career path accelerates progression, with mentorship and professional development transforming interns into integral team members. Continuous learning opportunities lead to a rewarding, growth-oriented career in finance, where one's contributions make a significant impact.

Work-life balance

At Morgan Stanley, work-life balance is nurtured through a culture that emphasizes flexibility and wellness. Employees are encouraged to blend ambition with personal time, supported by initiatives like remote working options and dedicated mental health resources. This approach fosters a productive environment where professional growth and personal well-being coexist harmoniously.

Culture & vibe

At Morgan Stanley, a dynamic blend of ambition and collaboration underpins a culture focused on excellence and innovation. Employees navigate a fast-paced, intellectually stimulating environment, where global perspectives converge, fostering a unique blend of professionalism and approachability. The firm's commitment to integrity and client success resonates through its diverse, inclusive community, nurturing both personal growth and collective achievement.

About you

Qualifications and skills:

• 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.
• Self-starter with the ability to work independently.
• Driven, highly motivated and results-focused.
• Strong organizational and time management skills, with ability to manage projects and competing priorities.
• Problem solver, with an analytical and detail-oriented mindset.
• Keen interest in investing.

How to apply

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

Application process and deadline:

In order 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, March 29, 2024 at 11:55 PM EST and HireVues completed by Sunday, March 31, 2024 at 11:55 PM EST in order to be considered.

Sources

The following sources were used in researching this page:

• morganstanley.com/people/
• youtube.com/user/mgstnly