Your Opportunity as an Analyst in Private Wealth Management

Morgan Stanley Private Wealth Management (PWM), a division of Morgan Stanley, provides a range of investment and private banking services to ultra-high net worth individuals, families and related institutions in the United States, Latin America, Europe, the Middle East and Asia.

Uniquely positioned to grow our business, we recognize the importance of Analyst programs to our future success. We take pride in placing Analysts in key business areas and integrating them completely into the wealth management groups. Analysts can find themselves in a variety of roles, including product groups and strategic functions, and we believe our commitment to retaining top talent and promoting career development makes our program unique. The experience may also include extensive orientation, mentorship opportunities, networking events, technical and business training, and exposure to Senior Management.

The Analyst Program in Private Wealth Management
How the program works and the day-to-day experience you can expect

The Morgan Stanley Private Wealth Management Analyst Program is a competitive 36-month divisional rotational program which commences in early July, and consists of comprehensive, multi-disciplinary training designed to prepare analysts for a career in PWM.  After completion of the training program, PWM analysts are placed into one of two specific tracks and work closely with product and trading specialists from across the firm to gain a thorough understanding of the uses and applications of sophisticated financial tools and the full range of both internal and external financial products. 

This formal and rigorous analyst program provides a transparent and consistent method for those new to the firm to learn about the ultra-high net worth market and PWM, while obtaining the skills necessary for career advancement.

Roles and responsibilities may vary slightly by track but typically include:

Business Development and Strategy and Sales:

• Analysts support the generation and implementation of strategic initiatives and policies throughout the PWM organization in Asia.  Analysts may support either a client coverage team or Regional/National Management in the analysis, tracking and growth of business.  Analysts will also work closely with PWM senior sales professionals and senior management on a daily basis, playing an integral role in the development and implementation of creative solutions that help enhance the global presence and efficiency of the organization.  In addition, analysts gain exposure to a wide range of experiences across the firm through frequent interactions with Institutional Equities, Fixed Income, Global Capital Markets, Investment Management, and Investment Banking. Other tasks may include analysis of current client coverage, creation of customized client presentations and management presentations, and coordination of and involvement in various projects. 

Products and Services:

• Analysts work within the products and services areas of PWM to support client coverage teams.  Responsibilities include working with the management team that oversees a number of different investment strategies across equity and fixed income and fee-based products for PWM clients.

Developing Your Career
What you can anticipate as you make progress and after completing the program

High-performing analysts can anticipate placement in a variety of roles within the firm, including sales groups and product teams.  Senior management takes a keen interest in your progress as an analyst, and will look to you for fresh perspectives and new ideas. You will be encouraged to take on responsibility quickly with a view to developing your career.

Is Private Wealth Management Right for You?

A checklist to help you decide if you have the skills and temperament for this area

• You are highly focused, self-driven, and goal-oriented.
• You have a compelling interest in the financial markets.
• You possess excellent written and oral communication skills.
• You are an insightful, creative, quantitative thinker.
• You can understand and interpret numeric data, especially as it relates to financial services.
• You are very detail-oriented, with a quick reaction time to ever-changing events and market conditions.
• You have the ability to multitask in a fast-paced environment.

Qualifications

You should be completing the final year of your undergraduate degree by June, 2010. Fluency in English is required. Fluency in at least one Asian language, such as Mandarin, Cantonese, Thai, Tagalog or Bahasa, is also required.

Selection Process

Selected applicants will undergo a first round phone interview.  Selected applicants will be invited to  our offices for the final round of interviews. Interviews are conducted by senior managers, and may include former and current Analyst Program participants.

How to Apply

Please visit our website at  http://www.morganstanley.com/about/careers/recruiting/apply.html.

Deadlines

The deadline for applying to the Full-Time Private Wealth Management Program is October 2, 2009.