General Description
The Investment Management Summer Analyst Program is a 10-week program starting in June. The program consists of one week of training and nine weeks 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.
This role within MSIM is primarily a learning and growth opportunity, which does not necessarily correlate with full-time opportunities within the firm.
Next Level Fund:
The Next Level Fund is an early-stage venture fund investing in Series Seed to Series C technology and technology-enabled companies with a diverse or female founder. The fund Invests across industries including information technology, telecommunications and media, consumer, financial services, cybersecurity, proptech, healthcare, and business services.
Primary Responsibilities:
Work with senior members of the Fund to conduct diligence on investment opportunities
Help construct company financial forecast and valuation models
Execute other investment related tasks (track prospective deals, screen pitches and product demos, etc.)
Contribute to investment memoranda on investment opportunities
Monitor 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
Job Requirements:
Pursuing a Bachelor's degree and will graduate between December 2027 and May 2028
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