Private Wealth Management Analyst | Morgan Stanley Private Wealth Management | Handshake

Summer Analysts will join us for a competitive, 10-week program and are placed into a specific team within Private Wealth Management . This role is designed to offer a real-world, project-based experience of what it’s like to be a Private Wealth Management professional. Summer Analysts with work with Carlin Wealth Management at Morgan Stanley, a PWM team based out of Coral Gables, FL. Summer Analysts will gain a thorough understanding of the Wealth Management business and the full range of financial products and services available to our clients. 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.

Responsibilities vary according to your background and interests. You will collaborate with your team and larger division to create tailored, custom solutions for our clients.

Potential role responsibilities:
• Investment research and due diligence
• Analytics & Data
• Portfolio Construction
• Financial Planning for clients
• Marketing
• Business Development
• Strategy
• Sales Engagement
• Digital Strategy


Summer role is available to Sophomores, Juniors, Master's and MBA candidates. Coursework in Economics, Finance, Business, Computer Science and/or Mathematics required.

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