Summer Branch Analyst Program Summer Branch Analyst Program …

Morgan Stanley
in Baltimore, MD, United States
Internships & Graduate Trainee, Full time
Be the first to apply
Competitive
Morgan Stanley
in Baltimore, MD, United States
Internships & Graduate Trainee, Full time
Be the first to apply
Competitive
Summer Branch Analyst Program
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 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:

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)


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