Wealth Management Summer Analyst Program (Jun 2025)

About Morgan Stanley

Morgan Stanley is an American multinational financial services company headquartered in New York City. It operates in 41 countries, with over 75,000 employees, and ranked 61st in the 2021 Fortune 500 list of largest US corporations by revenue.

Your role

Placement and duration:

Summer Analysts will join 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 the clients. Summer Analysts will gain a thorough understanding of the Wealth Management business and the full range of financial products and services available to the 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.

Responsibilities vary according to the Home Office group you are placed in. You will collaborate with your team and larger division to create tailored, custom solutions for clients.
Potential Wealth Management Home Office roles cover a wide range of disciplines and may include but are not limited to:

• Product development and management
• Investment research and due diligence
• Analytics & Data
• Field services
• Financial Wellness
• Marketing
• Business Development
• Strategy
• Portfolio Construction
• Sales Engagement
• Digital Strategy

Training & development

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.

Compensation & benefits

The expected base pay rate for the role will be $52.89 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

At Morgan Stanley, career progression is fostered through training, mentorship, and performance-based promotions. Employees can explore diverse roles and take advantage of internal mobility to advance their careers and grow within the organization's global network of financial services.

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/Skills/Requirements

• You are pursuing an undergraduate degree with an expected graduation date between December 2025 and June 2026.
• Minimum 3.5 GPA.
• You have basic knowledge and a keen interest in finance.
• You are analytical, results-driven, able to multi-task, and a team player with a positive attitude.
• 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.

How to apply

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

Sources

The following sources were used in researching this page:

• morganstanley.tal.net
• morganstanley.com/people-opportunities/perks-benefits-working-at-Morgan-Stanley
• glassdoor.co.in/Benefits/Morgan-Stanley-United-States-Benefits
• morganstanley.com/people-opportunities/students-graduates/culture.