2027 Fund Services Summer Analyst Program (New York & Purchase)

Overview

Morgan Stanley Fund Services (MSFS) is a leading fund administration business with roughly $760 billion assets under administration and 1400 professionals across New York London Dublin Glasgow Mumbai Bangalore and Hong Kong. MSFS services a global institutional client base providing hedge funds multi-asset class investors family offices and private equity firms with innovative product solutions. Primarily MSFS provides accounting investor servicing reporting tax middle and back-office support and portfolio analytics. MSFS employees work closely with the Chief Operating Officers Chief Financial Officers Portfolio Managers and investors of our clients.

Duration

The MSFS Summer Analyst Program is a 10-week program that begins with one week of classroom training followed by four rotations across the business. Summer Analysts will be placed with our Investor Services Middle Office Product Development and the Anti-Money Laundering team and spend time in both the New York and Purchase offices.

All Summer Analysts will receive on-the-job training and exposure to a wide variety of roles products and services throughout MSFS working alongside experienced professionals in a fast-paced client-facing and market-driven environment. Summer Analysts will have the opportunity to broaden and strengthen their respective skillsets collaborating with individuals across MSFS on meaningful projects and addition the Program features a Senior Management Speaker Series teach-ins cross-divisional networking events community service events performance reviews and a robust mentorship program.

Training Program

The program begins with a one-day orientation where Summer Analysts are introduced to the Firm and primary businesses as well as to one another at our opening Firmwide networking event. For the remainder of training Summer Analysts will attend divisional-specific events designed to help develop the core skills required for a successful summer.

Placements

Investor Services (IS): The Investor Services team works closely with the Investor Relations Chief Financial Officers Chief Operating Officers Compliance teams and investors of our clients. An IS Representative serves as the primary liaison between investors fund managers and internal teams ensuring smooth communication and timely delivery of information. Their core responsibilities include onboarding investors processing investor documents and managing investor communications. Further IS supports our clients with investors capital activity (e.g. subscriptions redemptions transfers and assignments) and cash movements to and from the client. Their role demands strong attention to detail effective communication and collaboration across different teams to maintain data integrity and client satisfaction.

Middle Office (MO): The Middle Office acts as a critical link between front-office trading and back-office operations ensuring accurate and timely processing of financial transactions The MO team works closely with the Chief Operating Officers Directors of Operations and Treasury Managers of our clients and its primary responsibilities include trade processing and matching positions and cash reconciliations and corporate actions management. MO teams also handle cash and collateral management which involves monitoring cash flows managing margin requirements and instructing collateral movements across counterparties using SWIFT-based tools.

Product Development: The Product Development team defines the product vision and strategy ensuring alignment with business goals and customer needs. The team collaborates with cross-functional squads to deliver features and coordinate testing quality assurance and operational sign-offs to ensure readiness for deployment.

Anti-Money Laundering (AML): The Anti-Money Laundering team is responsible for helping our clients identify and manage potential AML risks. The team works closely with the General Counsel Compliance and Investor Relations representatives at our clients. Day-to-day responsibilities include the management of AML documentation monitor source of funds manage third-party wire checks and ensure compliance with regulatory standards. Additionally AML supports risk assessments during onboarding and subscription processes ensuring all alerts are reviewed and cleared promptly and serving as a point of contact for fund managers and their investors.

Qualifications / Skills / Requirements:

• Current undergraduate student with a graduation date of December 2027 or Spring 2028.
• Minimum 3.0 GPA.
• Strong analytical interpersonal verbal and written communication skills.
• Collaborative quick learner adaptable enjoy solving problems possess a strong work ethic and ability to multi-task.
• A keen interest in finance and markets.

In order to be considered a complete application students must submit an application and complete a HireVue (instructions emailed upon submission of application). Applications will close onSunday March 1.

Expected base pay rate(s) for the role will be $43.27 per hour at the commencement of employment. However base pay is only part of the total compensation package which depending on the position may also include discretionary bonuses and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys 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).