Investment Management Summer Analyst

PLACEMENT AND DURATION

The Investment Management Summer Analyst Program is a 10-week program
consisting of one week of training and nine weeks working within a specific IM team.
The Summer Analyst position is group-specific and offers extended are for the
following functional areasInvesting, Risk or Sales & Marketingbased on skill set
and interest. The majority of opportunities are in our New York offices, but there may
also be select positions in San Francisco or West Conshohocken. During the 10week program, Summer Analysts experience the culture and atmosphere of
Morgan Stanley by performing a role similar to a Full-Time Analyst.

TRAINING PROGRAM
Morgan Stanley Investment Managements training program consists of curriculum
designed to equip Summer Analysts with the fundamental skills they need to be
successful in IM. The Program is one week long and includes a Firmwide
orientation, business overviews, professional development, technical training and
networking events. A speaker series is also a part of the overall training and is run
throughout the duration of the Program.

RESPONSIBILITIES
Responsibilities depend on which of the following functional areas the Summer
Analyst is hired into:

Investing: Researching and analyzing financial information relating

to specific companies and investments; creating reports and summaries
from the analyzed financial data; conducting company and investmentlevel due diligence activities and developing financial models and
investment committee materials; evaluating existing investment
portfolios and recommending changes in investment plans; and keeping
up to date with market developments, new investment products and all
other areas that can affect the markets, such as movements in the
economies of relevant countries.

Risk: Work with Senior Management to maintain a flexible risk

management infrastructure that allows consistent risk monitoring
across IMs investment platform; monitor existing investment portfolios
and potential new investments to assess various types of risks at both
the investment and fund level; develop, implement and compile
management level reporting relating to risk assessment and mitigation;
and work with fund and risk professionals to respond to regulatory
requests for information and to implement reporting and procedural
changes to meet regulatory requirements.

Sales & Marketing: Work closely with the sales team to prepare
business plans, sales channel reporting and analyze financial Profit &
Loss (P&L) statements for the business; maintain detailed knowledge of
each clients portfolio accounts and prepare thoughtful investment
analysis in determining opportunities for selling investment products;
collaborate with investment teams to understand and best position
solutions and capabilities; and work with the marketing team on the
creation of industry-leading publications and strategy-focused collateral
that resonate with clients.

QUALIFICATIONS/ SKILLS/ REQUIREMENTS

You have outstanding analytical and quantitative skills.

You have excellent communication skills, both verbal and written.

You are a strong team player; ability to collaborate with colleagues

across IM and the broader organization.

You are a self-starter with the ability to work independently.

You are driven, highly motivated and results-focused.

You have strong organizational skills with the ability to manage time
efficiently and effectively.

You are detail oriented and have the ability to work efficiently within
tight time constraints.

Matthew Durden
1 U N F Drive
Jacksonville, FL 32224
July 7, 2016
Hiring Committee
Morgan Stanley
1585 Broadway
New York, NY 10036
Dear Hiring Committee:
It would be a great pleasure to be given the opportunity to work with a company as large and
impactful as Morgan Stanley. Morgan Stanleys dedication to their clients needs, as well as
giving back and helping to develop communities resonates with me and ensures that Morgan
Stanley shares some of the same core values as myself. Morgan Stanleys continuing dedication
to being the leader in investment banking throughout the world since its founding in 1935 is also
one of the reasons I am excited to be applying for the position of an investment management
summer analyst as an undergraduate student. My experiences over the past several years,
including working as a deputy clerk, working as a server, and holding leadership positions within
the Chi Phi Fraternity, have strengthened all of the skills and requirements needed to excel in this
position.
I am currently pursing two Bachelor of Business Administration degrees in accounting and
finance. These programs provide me with the knowledge and skills needed to excel at Morgan
Stanley. I have an understanding of complex accounting processes as well as an understand of
the financial needs of businesses and individuals.
Last summer, and the summer before that, I worked for the Polk County Clerk of Courts as a
Deputy Clerk. This experience taught me the skills and responsibility necessary to handle a large
workload while staying well connected to what was going on around me in the office. Currently,
I am employed as a server at Nineteen, the restaurant inside the clubhouse at TPC Sawgrass in
Ponte Vedra, Florida. Through serving, I have learned how to work well in a team as well as
excellent communication and personal skills.
I am very excited about moving forward into the interview process for this position at Morgan
Stanley. Please email me at matthewdurden@outlook.com or call me at (863) 510-6050 to set up

an interview within the next two weeks, as I will be in New York and available for an interview. I
will follow up within the next several days.
Sincerely,
Matthew Durden

MATTHEW DURDEN
1 U N F Drive, Jacksonville, FL 32224
(863) 510-6050 | matthewdurden@outlook.com
EDUCATION
Aug 2013 - Present

EXPERIENCE
June 2014 - Aug
June 2015 - Aug

Sep 2015 - Present

UNIVERSITY OF NORTH FLORIDA

JACKSONVILLE, FL
Bachelor of Business Administration Accounting
Bachelor of Business Administration Finance
Coggin College of Business
Omega Zeta Chapter of the Chi Phi Fraternity, Historian
Deans List Spring, 2014
Deans List Spring, 2015
POLK COUNTY CLERK OF COURTS
BARTOW, FL
Deputy Clerk
Received and organized hearing reports from all felony cases in Polk
County
Created and mailed all necessary court date notices to defendants,
attorneys, bail bond agencies, jails, and prisons
Responsible for the redaction of confidential information from files
within the public domain
Worked with PICS and the Konica Minolta Bizhub
PGA TOUR TPC SAWGRASS

PONTE VEDRA, FL

Server
Wholly responsible for the guests of Nineteen and their dining
experiences
Responsible for taking inventory and restocking whatever is needed
Nominated for employee of the month twice
Went above and beyond expectations to work extra shifts during high
demand periods
Worked The Players Championship in 2016

SKILLS
Advanced knowledge of Microsoft Office, including Excel and Word
Advanced knowledge of the Windows Operating System
PROFESSIONAL CERTIFICATIONS

NALS ALP Certified Accredited Legal Professional