Investment Management Summer Analyst Program – Equity Research

Job Description

About Morgan Stanley Investment Management

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.4 trillion in assets under management or supervision as of September 30, 2023. They strive to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Investment Management Summer Analyst Program – Equity Research (New York)

General Description:

The Investment Management Summer Analyst Program is a 10-week program consisting of one week of training and nine weeks working within a specific Investment Management team. The curriculum is designed to equip Summer Analysts with the fundamental skills needed to be successful in Investment Management. Throughout the program, Summer Analysts experience the culture and atmosphere of Morgan Stanley by performing a role similar to a Full-Time Analyst.

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

Primary Responsibilities:

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

Job Requirements:

• Education: Pursuing a Bachelor’s degree with an expected graduation date between December 2025 and June 2026.
• Skills: Strong analytical skills, ability to function independently and collaborate effectively, excellent communication skills (verbal and written), strong organizational skills with the ability to manage time efficiently and effectively, detail-oriented, accurate, and reliable.

Application Process and Deadline:

• Candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire.
• Resumes are reviewed on a rolling basis until the role is filled or the application deadline.
• Applications must be submitted by Friday, August 30, 2024, at 11:55 PM EST, and HireVues completed by Sunday, September 1, 2024, at 11:55 PM EST.

Compensation:

• Expected base pay rate for the role will be $52.89 per hour at the commencement of employment.
• The total compensation package may also include discretionary bonuses and other Morgan Stanley sponsored benefit programs.