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  • Morgan Stanley

    Investment Banking Sophomore Summer Analyst

    Summer Internship

    New York

    Skills

    Financial Modeling
    Analytical Skills
    Proficiency in Financial Software

    Job Description

    Morgan Stanley is a worldwide leader in Investment Banking. We are one of the top firms in mergers & acquisitions (M&A), underwriting of equity and debt transactions. With professionals in over 30 countries, we are consistently recognized for our performance in traditional and innovative financing techniques, helping clients around the world to make decisions about their business strategy and financial structure.

    This program is open to applicants of any race, gender or other protected characteristic.

    Program Focus: Morgan Stanley prides itself on fostering an environment that promotes diverse talents and perspectives. One way we demonstrate our commitment to diversity is through the Sophomore Summer Program. This program has a strong emphasis on attracting populations who have experienced barriers to entry in the finance industry, including: Women, Hispanic, Black, veteran, disabled, LGBTQ+, first-generation college students and those from economically disadvantaged backgrounds.


    Summer Analyst Training Program


    Summer Analysts experience the culture and atmosphere of Morgan Stanley by taking on responsibilities of a Full Time Analyst, working on a variety of corporate transactions, and making meaningful contributions to the delivery of projects.

    Summer Analysts will be involved in an immersive orientation program and learn about our culture as well as the benefits and responsibilities of being a member of the Firm. In addition, Summer Analysts participate in an intensive division-specific training program focused on developing a strong foundation in the basic skills of financial analysis, accounting, and valuation. Upon conclusion of training, Summer Analysts will have an opportunity to work on a wide range of transactions in their assigned group.

    Summer Analysts receive continued on-the-job training throughout the program and benefit from working alongside experienced professionals during their internship. Summer Analysts have many opportunities to exchange ideas and network with peers, mentors and senior managers through team-building sessions and other organized events.


    Responsibilities


    The roles and responsibilities of a Summer Analyst vary but may include:

    • Analyzing detailed corporate and financial information
    • Creating statistical exhibits that analyze comparative financial performance
    • Building models to illustrate projected financial results and value to companies
    • Developing marketing memoranda and delivering sections of research presentation
    • Participating in the execution of financings and M&A transactions
    • Acting as the liaison for the team and other parts of the Firm


    Qualifications, Skills & Requirements


    • Pursuing an undergraduate degree with a graduation date between December 2026 and June 2027
    • Possess basic knowledge of and a keen interest in finance
    • Analytical, adaptive, multi-tasker and team player
    • Strong work ethic and leadership skills
    • Strong oral and written communication skills

    Investment Banking applications are reviewed on a rolling basis. We encourage you to apply as soon as you are ready.


    Our Opportunities


    Office Locations: New York, Houston, Menlo Park and San Francisco

    Industry Coverage Groups: Consumer Retail, Financial Institutions, Power & Utilities, Healthcare, Industrials, Latin America, Media & Communications, Oil & Gas, Real Estate, Transportation and Technology

    Product Groups: Mergers & Acquisitions, Financial Sponsors

    Expected base pay rates for the role will be $36.06 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

    About the company

    Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals.


    We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.