2027 Investment Management Sophomore Summer Analyst Program - Private Credit amp; Equity (New York)

About the role

The 2027 Investment Management Summer Analyst Program is a 10-week opportunity with Morgan Stanley Investment Management’s Tactical Value team in New York. Participants receive foundational training and hands-on exposure to private market investing, portfolio analysis, due diligence, valuation, and opportunistic investment evaluation while supporting investment professionals.

Program

• Ten-week program beginning in June 2027, including one week of training and nine weeks with an Investment Management team.
• Join the Tactical Value team, focused on opportunistic investment opportunities across private markets.
• Perform work similar to a full-time analyst while developing investment, research, modeling, presentation, and project management skills.
• The role is primarily a learning and growth opportunity and does not necessarily correlate with full-time opportunities.

Responsibilities

• Conduct due diligence on investment opportunities with senior members of the Fund.
• Coordinate due diligence items with advisors and consultants.
• Help construct company financial forecasts and valuation models.
• Track prospective deals and support investment-related tasks, including confidentiality agreement negotiations.
• Contribute to investment memoranda and monitor existing portfolio company performance.
• Monitor market developments and support research, analysis, presentations, and investment-related projects.

Requirements

• Pursuing a bachelor’s degree with expected graduation between December 2028 and June 2029.
• Exceptional academic performance and strong verbal and written communication skills.
• Collaborative team player who can work across the team and broader organization.
• Self-starter who can work independently and manage projects and competing priorities.
• Driven, motivated, results-focused, organized, and effective at time management.
• Analytical, detail-oriented problem solver with a keen interest in investing.

Application Process

• Apply with a resume through the Morgan Stanley website and complete the HireVue digital questionnaire.
• Applications are reviewed on a rolling basis until the role is filled or the application deadline.
• Applications must be submitted by September 25, 2026, at 11:55 PM ET.
• HireVue responses must be completed by September 27, 2026, at 11:55 PM ET.