Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Virtual Engagement Associate (VEA) Program is the launching pad for a career at Morgan Stanley. The program was created to support Financial Advisors (FAs) by executing aspects of their individual business development strategies. VEA is currently divided into two offerings: Digital and Planning.
Digital VEAs leverage Morgan Stanley’s state-of-the-art tools to help FAs increase client engagement by managing their digital presence via social media and business websites, as well as by creating consistent client-specific communication based on Morgan Stanley’s unique Next Best Action tool.
Financial Planning VEAs provide dedicated support to FAs by enhancing their financial planning process to produce authentic financial plans for clients and prospects by leveraging Morgan Stanley’s proprietary Goals-Based Planning System.
Position Overview:
The Virtual Engagement Summer Analyst Program is a 10-week summer internship program which provides an exciting opportunity for rising seniors of all undergraduate majors and backgrounds to:
Work closely with full-time Digital and Planning VEAs and VEA managers on projects and tasks including, but not limited to, partnering with FAs and their teams to gain knowledge about their business model(s) and practice management
Study for the Securities Industry Essentials (SIE) Exam, with study materials and an exam voucher provided by Morgan Stanley
Learn navigation of Morgan Stanley’s state-of-the-art Modern Wealth Management Tools with the goal of helping FAs develop their business and increase client engagement
Collaborate with fellow VEA interns on a real-time business topic and present a recommended solution to VEA leadership at the end of the internship
Network with Financial Advisors and employees across the Firm
Be considered for a full-time job opportunity within the VEA Program
This internship is expected to take place in-person at our Alpharetta, GA office location.
How VEA Summer Analysts Make an Impact:
Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive opportunities
Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business
Be a team player: Partner collaboratively with fellow interns, full-time VEAs, and the VEA management team on all projects and tasks assigned
Be eager to learn: Continuously improve understanding of investments and financial markets, through trainings and on the job learning
A Typical Workday as a VEA Summer Analyst:
Learn to use the Firm’s Modern Wealth Management tools by shadowing full-time VEAs and managers to gain a thorough understanding of how VEAs enhance their FAs’ practices and relationships
Collaborate with fellow intern class on real-time project presentations by interviewing full-time VEAs and managers, analyzing and synthesizing the group’s findings, and presenting solutions to management and leadership teams
Attend VEA- and Wealth Management-specific speaker and networking events, where interns will have the opportunity to hear directly from senior leadership and be encouraged to foster their own professional networks
Establish, maintain and support strong working relationships with colleagues both in VEA and across broader Wealth Management
Seek constructive feedback and coaching from both the VEA Desk Manager and FAs, actively using it to improve how they approach future tasks
Build a professional network with Morgan Stanley employees by creating and maintaining strong relationships with colleagues
Skills You Bring:
We seek candidates from a variety of academic backgrounds who have a heightened interest in financial services. Successful VEAs have a unique blend of interpersonal and analytic skills that they leverage to build relationships with FAs and serve as a consultant for their client engagement strategies.
Specific Qualifications Include:
Pursuing an undergraduate degree with an expected graduation date between December 2025 and June 2026 at an accredited college/university; concentration or coursework in business-related field is preferred
Exemplary communication, presentation, problem solving, prioritization, and time-management skills
Organized, focused, and highly disciplined
Authorization to work in the United States, without requiring, now or in the future, sponsorship for employment visa status
Successful completion of background check and pre-employment assessments
This application will close on Sunday, September 1, 2024. All applications will be reviewed after the deadline.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
