2025 Investment Management Summer Analyst Program - Equity Research (Boston)

$110,011 - $110,011/Yr

Morgan Stanley - Boston, MA

Full-time - Intern

Boston, MA

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Morgan Stanley Investment Management (MSIM) is a leading global investment management firm with over 1,400 investment professionals and $1.5 trillion in assets under management as of March 31, 2024. The Investment Management Summer Analyst Program is a 10-week immersive experience designed for undergraduate students pursuing a Bachelor's degree. This program consists of one week of training followed by nine weeks of hands-on work within a specific investment management team. The curriculum is tailored to equip Summer Analysts with essential skills necessary for success in the investment management field. During this program, participants will engage in a role similar to that of a Full-Time Analyst, gaining insights into the culture and operations of Morgan Stanley. The Summer Analyst in the MSIM Active Fundamental Equity group will collaborate closely with portfolio managers, analysts, and research associates on various research projects throughout the summer. This role is pivotal in supporting the team’s daily operations and contributing to the overall investment strategy. Summer Analysts will be expected to provide basic research on sectors, industries, companies, and countries, attend equity research meetings, and assist in special projects within the Equity Department. Additionally, they will learn to utilize various market data systems, including Bloomberg, FactSet, and Thomson-Reuters, to enhance their research capabilities. The role also involves preparing financial models from company filings and complex spreadsheets, extracting specific data from financial reports, and performing additional responsibilities as assigned.

Responsibilities

• Support portfolio managers, equity analysts, and research associates in their daily work.
• Provide basic research as needed on sectors, industries, companies, and countries.
• Attend equity research meetings, company meetings, and industry specialist meetings.
• Work on special projects as needed within the Equity Department.
• Learn to use various market data systems effectively, including Bloomberg, FactSet, and Thomson-Reuters products.
• Assist in preparing models from data in company filings and complex spreadsheets as requested.
• Extract specific data needed from financial reports and databases to prepare or update models relating to specific industries and companies followed by analysts.
• Perform additional responsibilities as requested.

Requirements

• Pursuing a Bachelor's degree with an expected graduation date between December 2025 and June 2026.
• Strong analytical skills.
• Ability to function independently and to collaborate effectively.
• Excellent communication skills, both verbal and written.
• Strong organizational skills with the ability to manage time efficiently and effectively.
• Detail-oriented, accurate, reliable.

Benefits

• Expected base pay rate of $52.89 per hour at the commencement of employment.
• Potential for discretionary bonuses and other Morgan Stanley sponsored benefit programs.