Templates

Morgan Stanley Resume Example

Finance & BankingFinance & AccountingEntry Level (0-2 years)investment bankingfinancial servicescapital markets

Morgan Stanley resume samples

Three complete resumes, each in a different design.

CV template - Page 1
Programming Languages version - Page 1
Career changer version - Page 1

Editorial Notes

For an entry-level Investment Banking Analyst role at a firm like Morgan Stanley, hiring managers seek clear evidence of quantitative aptitude and industry-specific skills. Resumes must showcase proficiency in core financial modeling techniques, including LBO, DCF, and comparable company analyses, often tied to significant transaction values. Demonstrating the ability to contribute to client presentations, conduct in-depth industry research in sectors like TMT and healthcare, and manage due diligence is crucial. Key certifications such as the Series 79, Series 63, and progress towards the CFA are also highly regarded, indicating commitment and foundational knowledge.

The provided example for Marcus Washington effectively highlights these critical aspects. His experience at Evercore details developing complex financial models for M&A transactions exceeding $3.5 billion and significantly improving client engagement by 20% through comprehensive presentations. The resume also notes conducting in-depth industry research across TMT and healthcare sectors, informing strategic recommendations for 4 successful pitches, and managing due diligence processes. Furthermore, his Financial Analyst Intern role at Stifel involved valuing 5 small-cap companies and improving document turnaround time by 25%. The inclusion of Series 79, Series 63, and CFA Level I Candidate (Passed Exam) certifications, alongside technical skills like Bloomberg Terminal, FactSet, and Python, directly addresses hiring manager expectations.

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Morgan Stanley resume summary example

Highly motivated and results-driven finance professional with 2+ years of experience in investment banking and financial analysis. Proven ability to conduct comprehensive financial modeling, valuation, and due diligence to support strategic transactions. Seeking an entry-level analyst position at Morgan Stanley to leverage analytical expertise and contribute to high-impact capital markets advisory.

Morgan Stanley resume skills and keywords

Recruiters and applicant tracking systems scan Morgan Stanley resumes for these skills and keywords. Include the ones that match your experience and mirror the wording in the job description. Check your resume against them with the free ATS checker.

Hard skills

Financial ModelingValuation AnalysisInvestment BankingCapital MarketsCorporate FinanceFinancial AnalysisAccounting PrinciplesRisk ManagementMergers and AcquisitionsDue DiligenceFinancial ReportingData AnalysisEquity ResearchFixed Income

Tools & software

Microsoft ExcelBloomberg TerminalPowerPointFactSetCapital IQVBASQL

Certifications

Series 79Series 63CFA Level I

Soft skills

Problem SolvingAttention to DetailCommunication SkillsTeamworkWork Ethic

Frequently Asked Questions

What is the ideal resume format for an entry level application to Morgan Stanley?
Stick to a strict one page traditional investment banking format with conservative styling, standardized margins, and clean fonts. Place your university name, graduation date, major, and GPA at the top, as finance recruiters review these first. Structure your work experience and internships in standard reverse chronological order with clear dates and locations. Ensure there are zero formatting errors, line misalignments, or typos, as attention to detail is critical.
What core financial and technical skills should I highlight for Morgan Stanley?
Highlight core financial skills including discounted cash flow modeling, LBO analysis, comparative company analysis, and financial statement consolidation. Detail your proficiency with tools like Excel, Bloomberg Terminal, FactSet, CapIQ, SQL, or Python for data analysis. Emphasize your understanding of capital markets, corporate valuation techniques, and macroeconomic trends. Include relevant coursework in corporate finance, accounting, and quantitative methods.
How should I write bullet points for entry level finance experience on a Morgan Stanley resume?
Begin every bullet point with strong action verbs and focus heavily on financial metrics, deal sizes, or model complexities. Frame your work around transaction analysis, market research reports created, or valuation models built during internships. Quantify your contributions by citing dollar values of deals supported, dataset sizes analyzed, or time saved through model automation. Demonstrate how your analytical output supported deal teams or investment decision making.
What optional resume sections carry weight for Morgan Stanley applicants?
Feature participation in student run investment funds, stock pitch competitions, or finance clubs prominently near your education. List relevant financial certifications like passing CFA Level 1 or completing Wall Street Prep courses. Highlight study abroad experiences and fluency in foreign languages, which are valued across global banking divisions. Include notable academic honors, merit scholarships, or athletic team leadership to show strong drive.
How do I tailor my resume for different divisions within Morgan Stanley?
Customize your bullet points depending on whether you are applying to Investment Banking, Sales and Trading, Wealth Management, or Equity Research. Use JobSprout's Remix with AI by pasting the Morgan Stanley job description to instantly adjust your experience section to emphasize divisional priorities. Highlight quantitative coding skills for trading roles or financial modeling and pitch book preparation for corporate finance roles. Align your highlighted projects directly with the key responsibilities described in the job posting.