2027 Finance Summer Analyst Program

Morgan Stanley; New York (NY); On-site; USD 40,000 - 54,000; Full time

Job summary

Morgan Stanley offers a 10‑week Summer Analyst training program in Finance, combining structured trainings with real projects. You will work with teammates on daily deliverables and special projects, exploring AI-enabled tools to improve controls and efficiency.

Applicants should be pursuing a related Bachelor’s degree and be graduating in 2028, with a minimum 3.0 GPA. The program emphasizes growth, integrity and collaboration in a global firm.

Qualifications

• Pursuing a Bachelor's degree in Finance, Accounting, Economics, Mathematics or a related major.
• Graduating between December 2027 and June 2028.
• Minimum cumulative GPA of 3.0.
• Strong analytical, communication, leadership and problem-solving skills.
• Ability to collaborate effectively in a team while taking ownership and working independently.
• Passion for Finance and building a career within a leading global financial services institution.
• Curiosity in using AI, emerging technologies and transformation to drive efficiency and impact.
• Exceptional organizational skills, attention to detail and sound judgment with discretion.

Responsibilities

• Participate in an immersive learning experience with structured training and group projects within Finance.
• Identify opportunities to improve processes using data, automation, AI-enabled tools and Finance tech.
• Collaborate with Summer Analysts on a group project solving a business challenge.
• Ensure the integrity of Morgan Stanley's books and records through reporting, analysis, risk awareness and stakeholder partnership.
• Gain exposure to core financial concepts and Finance University training sessions.

Skills

Bachelor's degree pursuit

Graduating by 2028

GPA 3.0+

Analytical thinking

Communication skills

Leadership

Problem-solving

Team collaboration

Independent work

AI/Tech interest

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Economics/Math

Job description

Education Level: Bachelor's Degree

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people are critical to our success. Together, we share a common set of values rooted in integrity, excellence and collaboration. Morgan Stanley provides an opportunity for individuals to apply their skills in a dynamic business environment through meaningful work and professional development.

We foster a culture of diverse perspectives, growth and collaboration that help individuals reach their full potential.

TRAINING PROGRAM

Over the course of 10 weeks, Summer Analysts will gain meaningful experience through a combination of structured trainings, professional development programming and networking events. Participants develop a broad understanding of how Finance at Morgan Stanley operates while exploring opportunities to enhance business processes through both their day-to-day deliverables and group project presentations.

DEPARTMENT PROFILE

The Finance Division reports to the Chief Financial Officer and consists of ~3,400 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

ROLE AND RESPONSIBILITIES

• Participate in an immersive learning experience that combines structured training with practical application, partnering with teammates on day-to-day deliverables and special projects within your assigned Finance function
• Identify opportunities to improve processes, enhance controls and increase operational efficiency through the use of data, automation, AI-enabled tools and other Finance technologies
• Collaborate with other Summer Analysts on a group project focused on solving a business challenge, improving a process or developing an AI-driven solution for Finance
• Ensure the integrity of Morgan Stanley's books and records by providing extensive reporting, analysis, risk awareness and partnership with internal and external stakeholders
• Gain exposure to core financial concepts, technical skills, key business processes and industry knowledge through our Finance University platform and live training sessions

QUALIFICATIONS AND SKILLS

• You are pursuing a Bachelor’s degree in Finance, Accounting, Economics, Mathematics or a related major.
• You are graduating between December 2027 and June 2028
• Minimum cumulative GPA of 3.0
• Strong analytical, communication, leadership and problem-solving skills with a focus on delivering timely and accurate results
• Ability to collaborate effectively in a team environment while taking ownership and working independently when needed, improving both team and individual processes
• Passion for Finance and an interest in building a career within a leading global financial services institution, with a commitment to continuous learning and professional growth
• Curiosity in using AI, emerging technologies and transformation, with an interest in leveraging new tools and solutions to drive efficiency and business impact
• Exceptional organizational skills, attention to detail, sound judgement and the ability to manage competing priorities while handling sensitive information with discretion

To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status.

Expected base pay rate for the role will be $33.66 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).