About the role#
This is a 10-week summer internship program based in Seattle. You will join the Client Reporting team to support our institutional and wealth management sales organizations. You will gain hands-on experience in the financial services industry, contribute to real business projects, and participate in a capstone project presented to business leaders.
What you'll do#
- Prepare monthly, quarterly, and ad hoc analysis for institutional and wealth management clients, including performance calculations and reports on holdings, income, and expenses.
- Review client deliverables for accuracy and quality.
- Create and update custom retail and institutional reports using Excel, Word, and PowerPoint.
- Manage data requests and ensure all tasks are delivered on time.
- Build relationships with internal subject matter experts to grow your product and investment knowledge.
- Take on independent initiatives and additional responsibilities as needed.
What you'll need#
- You are a Junior progressing toward a Bachelor’s degree in Finance, Economics, or a related field.
- Strong quantitative and math skills are required.
- You have intermediate Excel skills, including experience with V-Lookup and large data sets.
- You possess a working knowledge of statistics and the principles of portfolio management.
- You are organized, detail-oriented, and capable of managing a deadline-driven workload.
- You demonstrate initiative and work well within a team environment.
- Familiarity with a professional services environment is preferred.
- Experience with VBA is a plus.
Location & details#
- Location: Seattle, Washington.
- Term: Summer 2027 (June 1 to August 10).
- Schedule: Full-time (40 hours per week).
- Modality: Hybrid, with expectations to work in the office 3 days per week.
- Compensation: This position is paid at $28.50 per hour.
- Note: This role is not eligible for medical benefits or housing support.
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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