Summer Branch Analyst Program

Morgan Stanley Providence , RI 02940

Posted 2 months ago

POSITION SUMMARY:

Summer Branch Analyst opportunities are available for students in various branches located throughout the United States. This program is designed to expose students to a number of roles within the Wealth Management branch system through an array of training, networking opportunities and hands-on activities. Analysts and are expected to gain a firm understanding of the Wealth Management business, as well as to add value through their unique perspective and strong academic background.

DUTIES and RESPONSIBILITIES:

  • Assist in sales and operation functions to streamline processes and strengthen the client experience.

  • Work closely with the Business Development team to support and grow the business.

  • Work alongside the Risk team to maintain a consistent, controlled environment through the adherence of business ethics and practices as well as applicable laws, policies and other regulations.

  • Learn how Financial Advisors identify new opportunities and develop client relationships.

  • Support Branch Management and attend branch meetings and events.

  • Perform market research and analyze financial data for client portfolios.

  • Complete special projects designed to build WM capabilities, client experiences and office operations.

QUALIFICATIONS/SKILLS/REQUIREMENTS

  • Applicants must be in their junior year at a 4-year accredited college or university.

  • Minimum GPA of 3.2.

  • Strong desire to gain further understanding of the global wealth management business.

  • Basic knowledge and a keen interest in finance.

  • An ability to understand and interpret numeric data.

  • Effective written and oral communication and interpersonal skills.

  • Demonstrates leadership abilities.

  • Self-starter with an entrepreneurial spirit

  • The ability to collaborate and work effectively on a team.

  • Women and diverse candidates are encouraged to apply.

REPORTS TO:

  • Associate Complex Manager (ACM)

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

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Summer Branch Analyst Program

Morgan Stanley