2027 Investment Management Summer Analyst Program Equity Research Boston

Morgan Stanley; Boston (MA); On-site; USD 62,000 - 84,000; Full time

Job summary

Morgan Stanley Investment Management's Summer Analyst Program is a 10-week internship designed to give exposure to Eaton Vance Equity and the Active Fundamental Equity group in Boston, MA. You will work directly with portfolio managers and analysts on research projects and learn to use market data systems.

During the program, you will generate financial analyses, build models from filings, attend meetings, and gain hands-on experience similar to a Full-Time Analyst.

Qualifications

• Pursuing a Bachelor's degree with expected graduation between Dec 2027 and Jun 2028.
• Strong analytical skills and eagerness to learn.
• Ability to work independently and collaboratively.
• Excellent verbal and written communication.
• Strong organizational skills and attention to detail.

Responsibilities

• Support portfolio managers and equity analysts in their daily work.
• Provide basic research on sectors, industries, and companies.
• Attend investment meetings and industry specialist meetings.
• Work on special projects within Eaton Vance Equity.
• Learn to use various market data systems.
• Assist in preparing financial models from filings and public information.
• Extract data from reports to update models.
• Perform additional responsibilities as requested.

Skills

Analytical skills

Communication

Team collaboration

Time management

Learning agility

Education

Bachelor's degree in progress

Job description

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals worldwide and $2 trillion in assets under management or supervision as of June 30, 2026. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, including governments, institutions, corporations, and individuals worldwide

General Description

The Investment Management Summer Analyst Program is a 10-week program starting in June. The program consists of one week of training in New York, NY and nine weeks working within a specific IM team that is based out of the office in Boston, MA. 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 Eaton Vance Equity, part of the MSIM Active Fundamental Equity group, will work directly with portfolio managers and analysts on research projects throughout the summer.

Primary Responsibilities

• Support portfolio managers and equity analysts in their daily work.
• Provide basic research as needed on sectors, industries, and companies
• Attend investment meetings, company meetings, and industry specialist meetings
• Work on special projects as needed within Eaton Vance Equity
• Learn to use various market data systems
• Assist in preparing financial models (including income statement, balance sheet, cash flow statement, and valuation) from data in company filings and other publicly available information
• 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

Job Requirements

• Pursuing a Bachelor's degree with an expected graduation date between December 2027 and June 2028
• Strong analytical skills and eagerness to learn
• 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, proactive

Application Process and Deadline

Expected base pay rates for the role will be $52.89 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.