Fund Services - Portfolio Analytics Summer Associate Program (Apr 2025)

Your role

Morgan Stanley is seeking interns for their 8–10-week Summer Internship Program within the Fund Services Team. Interns will join the Portfolio Analytics group, focusing on risk and performance measurement, portfolio transparency, and custom analytics for global hedge fund clients. They will take on responsibilities like full-time analysts, with placements tailored to their skills and interests. The program aims to develop key competencies through meaningful projects integrated into daily operations.

Responsibilities

• The candidate is expected to perform risk and return attribution for a portfolio of the Firm’s hedge fund clients.
• The candidate is expected to prepare custom client reports that involve risk and performance calculations.
• The candidate is expected to help in building automation to scale bespoke solutions for the clients.
• The candidate is expected to suggest enhancements to the existing processes and offerings.

About you

Qualifications

• Exceptional analytical and problem-solving skillset.
• Able to understand and evaluate complex information quickly.
• Good understanding of equities, fixed income, and derivatives products.
• Proficiency in verbal and written communication skills.
• Ability to take ownership of assigned tasks and drive them independently.
• Attention to detail and must constantly look for ways to improve operational efficiency.
• Hands-on experience with Excel-VBA and familiarity with R will be an added advantage.
• MBA and BE/BTech degree preferred
• Candidates appearing for Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) certifications preferred
• The role requires working in shifts from 12.00 p.m. – 9.00 p.m.

Education

• Bachelor's Degree, master’s degree

Benefits

They provide the following benefits:

• Career: Extensive mentorship, tuition reimbursement, access to online courses, LinkedIn Learning, and employee networking groups.
• Health and Wellbeing: Comprehensive healthcare coverage, free membership to One Medical, mental health support, Headspace access, onsite health centers, and fitness benefits.
• Finances: Employee stock purchase program, 401(k) matching, student loan refinancing, investment products, financial wellness resources, and various insurance plans.
• Family: Paid leave for family care, generous parental leave, dependent day care assistance, family building benefits, elder care services, and childcare support.
• Values: Support for charitable causes, corporate donation matching, commitment to sustainability and diversity, and a wellbeing-focused culture.
• Extras: Discounts on products and services, free museum admissions, discounted tickets for entertainment, and savings on commuting expenses.

Training and development

As an intern at Morgan Stanley, you'll receive comprehensive training and development, including onboarding, skill-building in finance and technical areas, mentorship, networking opportunities, real-world project experience, and professional development workshops, all aimed at providing valuable industry skills and experience.

To know more about their internship watch this video:

Career progression

At Morgan Stanley, a career means becoming part of an ideas-driven culture that values innovative perspectives to tackle complex challenges. As a student or recent graduate, you’ll have the opportunity to make meaningful contributions and advance your career through collaborative efforts with industry leaders and innovators. You’ll receive guidance and support in a dynamic environment that fosters growth, helping you forge a successful path and achieve your professional goals, with the potential for full-time employment opportunities.

Source

The following sources were used in researching this page:

• morganstanley.com/people
• morganstanley.com/people-opportunities/perks-benefits-working-at-morgan-stanley
• morganstanley.com/people-opportunities/students-graduates
• youtube.com