Featured job details & direct application

About the opportunity

The Morgan Stanley Wealth Management Analyst / Associate Program is an immersive, multi-year developmental journey designed to develop high-caliber talent into the next generation of private wealth advisors, investment strategists, and client relationship managers. Participants work closely with veteran Private Wealth Advisors, portfolio managers, and capital markets product specialists. You will receive rigorous foundational training in market analytics, holistic financial planning, alternative investments, and risk management while supporting live client engagements and bespoke wealth solutions.

What you’ll do

• Assist senior advisors in constructing, analyzing, and rebalancing multi-asset investment portfolios across global equities, fixed income, hedge funds, private equity, and real assets.
• Prepare customized financial plans and pitch proposals covering legacy planning, liquidity events, philanthropic strategies, and customized credit/lending solutions.
• Support high-touch daily client onboarding, KYC/AML compliance reviews, order execution, trade confirmations, and customized portfolio performance reporting.

What you’ll bring

• A relevant degree or equivalent practical learning.
• Clear communication and an interest in the industry.
• University projects and internship experience are welcome.

Skills for this role