About the role#
The Client Reporting Intern will support the Institutional and Wealth Management sales organizations. You will assist the Client Reporting Team with qualitative and quantitative analysis, helping to provide accurate reporting for our clients. This is a 10-week summer program running from June 1, 2027, to August 10, 2027. You will work 40 hours per week.
What you'll do#
- Prepare monthly, quarterly, and ad hoc analysis for institutional and wealth management clients.
- Perform detailed reviews of client deliverables.
- Create and review custom retail and institutional reports using Excel, Word, and PowerPoint.
- Ensure all requests are delivered accurately and on time.
- Assist the team with ad hoc data requests.
- Build relationships with internal subject matter experts to grow your investment and product knowledge.
- Take on additional initiatives and projects with limited direction.
What you'll need#
- You are a Junior progressing toward a Bachelors degree in Finance, Economics, or a related field.
- Strong quantitative and math skills.
- Intermediate Excel proficiency, specifically with V-Lookup and large data sets.
- A working knowledge of statistics and the principles of portfolio management.
- Excellent communication and organizational skills.
- The ability to manage a deadline-oriented workload with high attention to detail.
- A strong sense of urgency and a high level of initiative.
- A demonstrated ability to work well in a team environment.
- A willingness to learn firm structure, policies, and professional services operations.
- Experience with VBA is a plus.
Location & details#
- Location: Seattle, Washington (800 5th Ave).
- Modality: Hybrid (typically 3 days per week in office).
- Compensation: 28.50 per hour.
- Status: Paid, full-time internship.
About Morgan Stanley
Morgan Stanley provides investment banking, securities, wealth management, and investment management services. The firm operates in 42 countries and serves corporations, governments, institutions, families, and individuals. It maintains a global presence with over 100,000 employees. The company focuses on helping clients raise, manage, and allocate capital.
How to get in at Morgan Stanley
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