Morgan Stanley interview (41 real questions, process, and prep)

Morgan Stanley interview guide

Today we’re going to show you what to expect during Morgan Stanley interviews, and what you should do to prepare .

The information in this guide is based on an analysis of over 60 Morgan Stanley interview reports (from real candidates for analyst roles), which were recorded between 2016-2021.

And here’s one of the first things you’ll want to know:

Morgan Stanley emphasizes “behavioral" questions  in its interviews. However, unlike its rivals Goldman Sachs and J P Morgan , it also focuses heavily on technical questions. So, if you want to prioritize your preparation, then you’ll want to pay close attention to the questions section below.

Here’s an overview of what we’ll cover:

  • Process and timeline
  • Behavioral questions
  • Technical questions
  • Business sense questions
  • How to prepare

1. Interview process and timeline

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Here we’ll cover what you can expect at each stage of Morgan Stanley's application process. Before we start, take a look at this short video by Morgan Stanley for a quick overview on how to approach your interviews.

Now, in this article, we’ll focus primarily on investment banking (IBD) roles, but the below process likely has some overlap with the steps for other roles.

The interview process at Morgan Stanley typically takes around 6 weeks to complete, but it can take 3 months or even longer, so be prepared for an extensive process. 

Let’s begin with an overview of each step you’ll encounter, then we’ll dig deeper into each one.

1.1 What interviews to expect

Whether applying for a full-time position or an internship program, Morgan Stanley candidates will typically go through 4 steps:

  • Application and resume
  • Aptitude test (interns and graduate roles)
  • Screening interviews (HireVue or phone)
  • Final-round interviews

1.1.1 Application and resume

There are three main ways that the Morgan Stanley interview process may begin:

  • You’ll apply on their website
  • You’ll apply through an event or career fair
  • A recruiter will reach out to you

Regardless of which of these starts your application journey, you’ll want to be ready with a polished resume that is targeted to Morgan Stanley.

If you'd like expert feedback on your resume, you can get help from our team of ex-investment bankers , who will cover what achievements to focus on (or ignore), how to fine tune your bullet points, and more.

It’s also important to spend some time learning about the specific division within Morgan Stanley where you intend to apply. If you don’t have a clear perspective on the division where you want to work within the company, then this can be a red flag for recruiters. 

You should also understand the teams that exist within your target division. This will demonstrate that you’re highly motivated and familiar with how the firm operates.

If you really want to get your foot in the door, another way to set yourself apart is by attending career fairs or events hosted by Morgan Stanley. Try to make genuine connections with people from the company. Then, when you go to apply, specifically name drop the people you’ve met in your cover letter. You could even write in a quote you heard from them, or mention what you learned from them about the company.

1.1.2 Aptitude test

Depending on your level of experience and what division you’re applying for, you may be asked to take one or more of the following online aptitude tests:

  • Verbal reasoning test
  • Numerical reasoning test
  • Logical reasoning test
  • Accuracy (error-checking) test

The numerical test contains problems of up to 11th grade (GCSE) level difficulty, and if you’re not confident with your numbers it might be worth practicing beforehand with one of the many online test providers. 

The other tests should all be reasonably straightforward, but be sure to give yourself the best possible conditions: make sure you’re in a calm, quiet environment with a strong internet connection before you start. 

1.1.3 Screening interviews (HireVue or phone)

Once you’ve passed any aptitude tests (if applicable) you’ll be invited to one or more screening interviews. These are now most often done using HireVue, though depending on your experience and where you’re applying, you may be invited for phone interviews instead.

1.1.3.1 Screening interview via HireVue

HireVue is a digital tool that allows you to record your responses to a series of interview questions, without having an interviewer on the other side of the camera.

You’ll be asked 3-5 questions during the interview. For each question, you’ll have a few moments to prepare your answer, and then you’ll have a time limit of 2-3 minutes to give your answer on camera.

You’ll only be allowed one opportunity to re-record each answer, so we’d recommend preparing answers to common questions in advance. You can get started with the example questions listed later in this article. You can also take unlimited practice questions within HireVue before starting your actual interview, which we strongly encourage you to do.

The HireVue interview mostly contains common behavioral questions like “Why investment banking?” and “Tell me about a time…” type questions. In addition, some candidates get business sense questions or questions specific to the department to which they’ve applied. For example, you might get a question like “tell us about a recent M&A deal that interested you.”

1.1.3.2 Screening interview via phone

If you are given phone interviews, the first one is likely to be with a single member of the Morgan Stanley recruiting team. It might be a recruiter or someone from the relevant division. You’ll be asked general questions about your resume and motivations, such as “Why Morgan Stanley?” and “Tell me about yourself.”

If you have a second round of screening interviews, it will probably be on a video call with two or three Vice Presidents from the division you’re applying for. Here you can expect more behavioral and situational questions, as well as some technical questions to test your knowledge in the relevant field. Some candidates have reported getting brainteaser questions at this stage, so you should be prepared for that too.

1.1.4 Final-round interviews

If you do well enough in the screening interview, you’ll be invited to the final round of interviews. What this consists of depends on your experience level. Let’s take a look at the different possibilities.

1.1.4.1 Super Day / Assessment Centre

For entry level positions at the firm (internships and graduate hires) this may take the form of a “Super Day” (called “Assessment Centre” in the UK). This is where a large number of candidates spend the day interviewing at a Morgan Stanley office or a conference center, although due to COVID-19 this is now normally done on Zoom.

The Super Day usually consists of:

  • 2-5 interviews (~30min each)
  • A group exercise
  • An individual presentation (some roles)

Let’s go through what to expect in each one.

Interviews:  You will likely face at least two people in each interview, and they’ll be of varying levels of seniority across the division you’re applying to (associate, vice-president, managing director, and executive director).

Group exercise : This gives Morgan Stanley the opportunity to see your teamwork and leadership skills in action. One common setup for the task sees candidates being asked to agree on budget allocation at an imaginary firm. One candidate is made head of department while the rest are given projects that they must try and get funds for.

Individual presentation: This is more for people in roles where presentations are part of the job (like Sales) but we have seen reports of banking analysts doing them too. If you’re asked to do a presentation, you’ll be given a short time to research a question before having to present your findings.

1.1.4.2 Experienced hires

If you’re a candidate who has already worked in investment banking, you’re less likely to be invited to a Super Day. Instead, your final round will likely consist of at least 3 back-to-back interviews with different Morgan Stanley team members from across the hierarchy. Each interview should last around 30 minutes.

Now that you know what to expect in the interview process, let’s take a look at the type of questions you can expect to face.

2. Question types

During the interview process at Morgan Stanley, you’ll face the following question types:

  • Business sense

However, some of these questions are asked more frequently than others. Here’s a summary of the data:

Morgan Stanley interview question types

As you can see, around half the questions you’ll face are likely to be behavioral questions, so we’ll cover that category next.

Below, we’ve curated a list of practice questions for each question type.

Note: The questions below were originally posted on Glassdoor , but we have improved the grammar or phrasing in some places to make them easier to understand.

2.1 Behavioral questions [~50% of questions]

Behavioral questions focus on your motivation for applying to the position, your resume, and scenario based questions (e.g. “Tell me about a time…”).

Below is a list of behavioral interview questions that have been asked in Morgan Stanley investment banking interviews in the last few years. These are excellent questions to practice with because many of the same questions tend to come up repeatedly. We've split them into three groups to make them easier to digest.

You’ll want to pay special attention to the first three questions (bolded below), because they are extremely common. You should definitely have an answer prepared for each of them before your interview.  For a complete list of practice questions, including sample answers and an answer framework, take a look at our guide to  Morgan Stanley behavioral interview questions .

Example behavioral questions at Morgan Stanley

  • Tell me about yourself
  • Why do you want to work in investment banking?
  • Why Morgan Stanley?
  • Walk me through your resume
  • What was the hardest thing you have experienced in life? How did you overcome it?
  • What are your career goals?
  • What is your understanding of the job you will be doing at Morgan Stanley?
  • How would your friends and family describe you in 3 words?
  • What do you do for fun outside of work?
  • What would you major in if the financial services industry didn't exist?
  • Tell me about a time you worked in a team
  • Tell me about when you handled a problem in a team
  • Tell me about a time you demonstrated superior leadership skills
  • Tell me about a time when you were persuasive
  • Tell me about a time you used data to make a recommendation
  • Tell me about a time you did the right thing
  • Describe a time you made a big mistake and how you dealt with it
  • Why wouldn't I hire you?
  • Why Morgan Stanley and not Goldman Sachs?
  • If you could be any animal what would it be?
  • If your sister’s wedding was tomorrow and a live deal was closing tomorrow, which event would you prioritize?

2.2 Technical questions [~42% of questions]

Technical questions help your interviewers evaluate whether you have the knowledge and skills to perform on-the-job tasks. 

These technical questions can be split into two main categories:

Valuation questions at Morgan Stanley focus on your ability to calculate the value of a business and your familiarity with DCFs, whereas accounting questions focus on your knowledge of financial statements and accounting principles. Morgan Stanley asks valuation questions much more frequently, but you should prepare for both.

Below is a list of example questions from each category for you to practice with. The two questions in bold are extremely common, so you should definitely have a strong answer prepared for them.

You can learn more about common technical questions in our   technical questions guide ,  and you can also find helpful summaries in our  investment banking interview cheat sheet .

Example technical questions asked at Morgan Stanley

  • Walk me through a DCF
  • What are the ways to value a company?
  • Explain minority interest in layman terms
  • What is enterprise value?
  • What items flow into the Enterprise Value formula?
  • How would you value a private company?
  • Give me a scenario for when a DCF is more valuable than the multiples method
  • What is an LBO and how does it work? What are its primary value drivers?
  • A buyer with P/E ratio of 25x acquires a seller with P/E ratio of 20x. Is it accretive or dilutive?
  • How do these three financial statements relate to X transaction?
  • Walk me through Profit & Loss
  • Walk me through a balance sheet
  • What happens on the financial statements when Goodwill impairment increases by 100?
  • Explain how to create a cash flow analysis

2.3 Business sense [~8% of questions]

The final type of questions you can expect to encounter during your Morgan Stanley interviews are business sense questions.

These tend to be fairly general, open-ended questions that test whether you have a good understanding of the finance industry and Morgan Stanley’s place within it. 

Although these questions only make up a small portion of the questions you’ll face, you should be ready to get asked one or two at any stage. 

Let’s take a look at some examples below. You can also learn more about this kind of question in our separate business sense questions guide . 

Example business sense questions asked at Morgan Stanley

  • What is a recent transaction that interested you?
  • Tell me about a recent deal done by this Morgan Stanley office
  • Name one story in the news and how it is important to you
  • How would you describe Morgan Stanley and what we do?
  • What market sector are you interested in?

3. How to prepare

Before you spend weeks (or months) preparing for Morgan Stanley interviews, you should pause for a moment to learn about the company’s culture. 

This is important for two reasons. 

First, it will help you to clarify whether Morgan Stanley is actually the right fit for you. Morgan Stanley is prestigious, so it can be tempting to apply without thinking more deeply.  But, it's important to remember that the prestige of a job (by itself) won't make you happy in your day-to-day work. It's the type of work and the people you work with that will.

Second, having a clear understanding of Morgan Stanley’s culture will give you an edge in your interviews, because it will help you frame your skills and experiences to align with what the company values. In addition, you will almost definitely be asked about your specific motivations for applying to Morgan Stanley.  

If you know any current or former Morgan Stanley employees, see if you can chat with them about the company’s culture for a few minutes. In addition, we would recommend checking out the following resources:

  • A culture driven strategy (by Morgan Stanley)
  • Insights (by Morgan Stanley)
  • Comparison Morgan Stanley vs Goldman Sachs (by Investopedia)

For some fascinating insights into how Morgan Stanley works from the person at the very top, plus plenty of talking points that you can refer to in your interviews, we recommend watching some of this conversation with the CEO, James Gorman.

Looking for more tips on how to set yourself apart in an investment banking interview? Take a look at our list of 15 essential IB interview tips .

3.2 Practice by yourself

As we mentioned above, you’ll face 3 main types of questions in your Morgan Stanley interviews : behavioral, technical, and business sense questions. 

And you’re going to want to do specific preparation for each question type.

3.2.1 For behavioral questions

For behavioral questions, we recommend that you use a repeatable method for delivering your answers. You may have heard of the STAR method before, but we recommend a slightly different approach, which is explained in this guide . 

Once you’ve learned a method for structuring your answers, we recommend that you practice answering all of the example questions we provided above, especially the first four questions in the list. 

It’s best to rehearse the answers to these questions out loud, so that you’ll get comfortable giving good, concise answers. It may feel weird to practice answering questions out loud without an interviewer across from you. But trust us, this will dramatically improve how you communicate your answers.

In addition, it’s helpful to prepare a few “stories” that highlight your past experiences and accomplishments, so that you have examples to use for unexpected interview questions. For example, if you have a good example of a time you handled a team conflict, rehearse this story, and you could potentially use it for a variety of different questions during your interviews.

3.2.2 For technical questions

For technical questions, we recommend that you start by brushing up on the key valuation concepts used in investment banking. We recommend reading Street of Wall’s valuation overview guide . 

And for accounting concepts, we recommend using this free guide as a quick refresher.  Then, you can study accounting topics more deeply with this free course . 

Once you’ve refreshed your memory on the fundamental concepts, then go ahead and practice with the technical questions we’ve provided above. Again, we’d recommend that you practice answering questions out loud, because this more closely replicates the conditions of a real interview. 

3.2.3 For business sense questions

For business sense questions, there are a few different areas you’ll need to cover.

First, it’s important for you to be up to speed on current events related to Morgan Stanley, the investment banking industry, and the broader economy. 

To help you stay current, we recommend developing a habit of reading the Investment Banking section of the Financial Times, which will give you the main news from the industry as well as frequent stories specifically on Morgan Stanley. For broader economic news, you can use your favorite news publication. If you don’t have one, consider giving The Economist a try.

To take this a step further, it’s a good exercise to quiz yourself on these current events by reframing them in the form of a question. For example, if you read a story about an M&A deal, ask yourself something like: “Is this really a good deal? Why?” We’d recommend that you analyze and develop an opinion on at least a couple of recent deals, because it’s likely to be useful during your interviews.

And of course, practicing the above example questions (out loud) will go a long way in preparing you for your interviews. 

3.3 Practice with peers

Practicing by yourself is a critical step, but it will only take you so far.

One of the main challenges of interviewing at Morgan Stanley is communicating your answers in a way that is clear and leaves a strong impression. 

As a result, we recommend that you also do some mock interviews. This is much closer to the real interview experience. Plus, the feedback you get from an interview partner could help you avoid mistakes that you wouldn’t notice on your own. 

You can practice with a friend or family member to start. This will help you polish your “stories” and catch communication mistakes. However, if your interview partner isn’t familiar with investment banking interviews, then practicing with an ex-interviewer will give you an extra edge. 

3.4 Practice with ex-interviewers

I f you know someone who runs interviews at Morgan Stanley or another investment bank, then that’s amazing! They'll be a great person for you to practice with.

But most of us don’t, and it can be REALLY tough to make a new connection with an investment banker. And even if you do have a good connection already, it might also be difficult to practice multiple hours with that person unless you know them extremely well.

Here's the good news. We want to help you make these connections. That’s why we've launched a coaching platform where you can find ex-interviewers at Morgan Stanley to practice with. Learn more and start scheduling sessions today .

Interview coach and candidate conduct a video call

Morgan Stanley interview questions, the definitive list

Morgan Stanley interview questions, the definitive list

We've looked at the interview questions at  Goldman Sachs . We've looked at the interview questions of J.P. Morgan.  And we've looked at how body language in an interview might kill your chances of landing a job . 

But what if you're interviewing with Morgan Stanley? Based upon questions Morgan Stanley interviewees have been asked in 2022, the below list include the kinds of things you can expect across IBD, sales and trading and technology roles. Remember, don't forget the soft skill questoins are as important as the technical. 

Fit / Competency questions from Morgan Stanley interviews

Walk me through you resume.

Tell me about yourself.

What are Morgan Stanley’s corporate values?

Why are you a good fit for Morgan Stanley?

Why did you apply to Morgan Stanley?

What can you add to Morgan Stanley?

Tell us about your qualifications.

What are your future goals?

Why are you the best person for this position?

Give an example of how you handled a difficult situation and the outcome.

When was a time you worked well in a group? Describe it.

What is your biggest professional accomplishment?        

Tell me about your work history.

Have you ever dealt with difficult people? How did you do it.

What made you interested in Morgan Stanley?

Tell me about a struggle at school that you overcame.

What do you like about your current position?

Where do you see yourself in 5 years?

Tell me about a time when you solved a conflict.

Tell us something unusual about yourself.

What do you think about working with people from different backgrounds?

Describe yourself in three words.

Give me an example of a challenge you had to overcome.

How would you bring new ideas and perspective to Morgan Stanley?

Why did you leave your previous job?

How would you sell Morgan Stanley?

Give me an example of a time you’ve been wrong about something.

What is your greatest accomplishment.

How do you manage your workload when you are faced with several projects and deadlines?

Tell me about your strengths and weaknesses.

Describe a time when you have been able to demonstrate flexibility?

Tell me about a time you were able to keep a friendly demeanour with someone who was upset or angry. Describe the situation, your actions, and the outcome.

Tell me about a time that you used technology to make a decision

What would you say is your greatest leadership quality?

Tell me about a time you've been innovative.

What's unique about Morgan Stanley?

What is one thing not on your resume that you would like us to know?

What are your long term career goals.

Describe a time when you had to make a big decision with limited information.

If you could describe yourself in one word, what would it be?

Use 3 adjectives to describe yourself and explain why you used these 3 adjectives.

What would you do if another team was trying to push more work onto your team?

One of our values is giving back. How does that principle apply to you?

Describe a time when you made a decision based on limited information.

What can you bring to this company?

IBD questions from Morgan Stanley interviews 

What is a DCF valuation?

Why investment banking?

What deals in the space have you been following?

What is the common debt-to-equity ratio?

What is balance sheet equity?

Walk me through a LBO.

What are some common valuation methods?

How would you value a coffee shop

Describe some trends in M&A deals recently.

Explain the revenue structure of the last company you worked at.

Explain WACC.

Explain levered and unlevered beta.

Tell me about an industry that is impacted by Covid.

Markets questions from Morgan Stanley interviews

How do you keep track of the market?

What are the Greeks and what are second order Greeks?

Explain a credit default swap and an interest rate swap.

Why markets at Morgan Stanley?

How would an increase in the price of coffee effect the price of gold?

Pitch us a trade idea.

Why do you want to pursue a career in trading?

Whats the difference between GO bonds and revenue bonds?

What is VaR?

Talk about a recent market news headline in detail.

Explain the difference between contango and forwardation.

What do you know about bonds?

Explain how bond maturities work.

Describe main types of financial derivative instruments.

What are futures, forward and options and how do they differ?

What is the difference between bonds and stocks?

If you had a million dollars, what would you invest in?

Tell me about the current market environment.

How might future trends in the field of sustainability affect company revenues?

Tech / Quantitative questions from Morgan Stanley interviews

Explain a design pattern.

What is the smallest path in a m*n matrix from top left to bottom right?

What are the responsibilities of the Operating system?

What is dependency injection in angular? What are the benefits?

What is the Monty Hall problem? Explain how you would solve it.

How do you create a service now dashboard?

What is your preferred database?

Write a function that converts a string to an integer.

Tell us why you are interested in Morgan Stanley Technology and what unique perspective you can bring to the program?

Tell us about a tech trend that will be important in the next year.

How would you place locks to be threadsafe?

Write a chess player program.

What are the data structures in R?

How would you debug code?

How do you implement a hit counter that increments every time some accesses a page?

Given a file with multiple records, write a program to read, process and aggregate the records.

What is object-orientated programming?

Given a list of strings [“text”, “tet”, “xtet”, “tte”, “ttex”] group all the anagrams together and return it.

Given 2 arrays, find common numbers in them and return in the form of an arrayList.

Start from a blank edit and write a function hat given a depth, calculates how many direct friends someone has. If depth is 2 - you have to return the direct friends of the person plus the direct friends of all of his direct friends. You don't have to run it, so don't worry about implementing anything outside of what you use.

From a blank editor write a function that calculates all possible multiplications between a List of Positions and a List of Scenarios - we do not care about what these are and how the calculation works.

What is CLR?

What is dispose?

What are SOLID principles?

Describe the 5 essential necessities for developing a test automation framework.

Write a multi-threading c++ code to print numbers in a given range by two threads in increasing order with condition that first thread should print odd number and second should print even number.

Write a runtime efficient loop in Java. 

What is a domain name server?

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Morgan Stanley Smith Barney "Business Plan"

seville - Certified Professional

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I'm currently in the recruiting process and they are asking for a " business plan ". This is what it exactly says in the beginning.

"Successful client prospecting is an intense, challenging and rewarding activity with direct results to your success as a financial advisor, especially in the early stage of your career. You will be asked to identify and develop an initial prospect list of several hundred names as you enter Morgan Stanley Smith Barney ’s Financial Advisor Associate program. These names and contacts come from your family, friends, professional groups, colleagues, neighbors, club members, teammates, alumni, veterans and other groups with which you have a connection. The second part of successful prospecting comes from being able to replenish these markets and develop new names and contacts on a continual basis."

I mean you're in college, are they really expecting you to know hundreds of contacts to join MSSB ? I find that laughable and obnoxious. How in the world can a 20/21 year old know even 50 professional contacts. I probably know like 30 professionals who are alumnis of my school and will be extremely difficult to approach them with this topic.

If I don't know these "hundreds" of contacts, will it jeopardize me to work there or become an FA?

Someone with experience in MSSB , please share the story, I'd appreciate it.

Boothorbust - Certified Professional

Sounds like a cult . . . or Amway , lol.

Seriously though - you gotta think beyond "professional contacts." Rich friends' parents, not so rich friends' parents, professors. Where does your first uncle once removed work? Whoever his boss is, write it down!

I've never wanted to do FA stuff for this very reason, but the people I know who did it successfully are freaking SHAMELESS in their pitch . They literally reach out to anyone and everyone to build a book. If that makes you uncomfortable or awkward, then maybe it's not for you.

Human - Certified Professional

Did the same thing with UBS Wealth Management. FA roles are just slightly better than car salesman + insurance agent. Remember Boiler Room? You will be working the phone every minute of the day. I absolutely hated this part of the job.

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Human: Did the same thing with UBS Wealth Management. FA roles are just slightly better than car salesman + insurance agent. Remember Boiler Room? You will be working the phone every minute of the day. I absolutely hated this part of the job.
Connor: Human: Did the same thing with UBS Wealth Management. FA roles are just slightly better than car salesman + insurance agent. Remember Boiler Room? You will be working the phone every minute of the day. I absolutely hated this part of the job.

I took two years off to go to get my Masters in Accounting at a non-target school. I don't think it helps me in getting an ER job. I only did that so that I can legally stay in this country a bit longer to find a proper job. I am an international student.

seville - Certified Professional

Being an FA sucks. But I did learn a lot of valuable sales techniques.

F117: Being an FA sucks. But I did learn a lot of valuable sales techniques.

It is useful for life in general. Learning how to speak with people and how people make decisions can help you get what you want and need from them. But you can get that from any number of great sales books out there. It is just practicing the delivery and understanding that people make decisions based on emotions and then try to back up that decision with logic after the fact. So you need to appeal to their feelings. It might seem counter-intuitive that even brilliant people make emotional decisions but I have found it to be mostly true. That is why it is so hard to make money as a trader or investor, most people simply can't make decisions rationally and consistently.

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Graduates: advice for answering Morgan Stanley interview questions

targetjobs editorial team

Last updated: 25 Oct 2023, 09:43

Use the example Morgan Stanley interview questions below to practise crafting considered, researched and relevant answers.

A person dressed in a suit clenching their first signifying success.

Jump to: Past interview question examples | Extra Morgan Stanley interview questions

It’s essential that you practise answering examples of Morgan Stanley interview questions previously faced by graduates in preparation for your interview with the firm.

Your first-round interview may be over the telephone, via video conferencing or in person, depending on the division and your location. The last stage of the recruitment process usually consists of one-to-one interviews, written tests, an individual presentation and a group exercise. The firm doesn’t state whether this will be held virtually or face to face.

MORE USEFUL MORGAN STANLEY ADVICE

We have extra help for your Morgan Stanley application.

Past Morgan Stanley interview questions

There’s no guarantee you’ll be asked the following questions, but practising answering them will allow you to hone your interview technique. It’s a good idea to also think about other questions that you could be asked (about your skills, CV and understanding of the job role and industry) and how best to answer them.

Jump to a specific question:

  • Describe a situation at work where you received feedback that made you feel proud .
  • Give an example of a situation when you demonstrated leadership .
  • Give an example of when you worked in a team to achieve a goal .
  • How would your friends describe you ?
  • What are the top five economies ?
  • What’s big news in the world ?
  • Why do you want to work at Morgan Stanley?
  • You realise you don’t have enough time to complete a task – what do you do ?

Past Morgan Stanley interview question: Describe a situation at work where you received feedback that made you feel proud.

How to approach: What Morgan Stanley wants to see is whether, once you’ve received positive feedback, you rest on your laurels or look to improve even further.

The important thing is not so much what was said that made you proud, but more why you felt that way. It may have been because you were successful in a task you found particularly challenging. It could have been because you had made an impact on another person in some way. Or maybe because it was a new task that required you to think differently. There are a lot of angles you could take, but remember the point is why , not what.

Potential follow-up question: What have you done since you got that feedback?

Past Morgan Stanley interview question: Give an example of a situation when you demonstrated leadership.

How to approach: Your example here doesn’t need to be one in which you officially led a group; it can be any time when you’ve had to lead or motivate people in some way.

Maybe you led a discussion, a research team, or delegated tasks for a particular project. Teaching others a new skill (in person or virtually) or sharing information can also be considered a leadership role. What Morgan Stanley wants to see is that you can support others and are happy to take control of a situation to ensure that it doesn’t spin out of control.

Potential follow-up question: Do you think that you have a particular leadership style?

  • Find out more on proving to employers that you have leadership potential .

Past Morgan Stanley interview question: Give an example of when you worked in a team to achieve a goal. What problems arose? How did you solve them?

How to approach: This question tests whether you’re the type who’s willing to steamroll over your colleagues, or whether you’re able to recognise problems when they arise and cooperate effectively to resolve them.

Be sure not to use the same example as you would for the leadership question in your interview. The problems that arose could be small, fiddly and infuriating, or they could be potentially destructive to the entire project or task. Both are valid and useful examples for this question.

Think of chemistry experiments, for example: small measurement mistakes can affect the wider experiment and cause manageable but annoying anomalies at the analysis stage. However, pouring in twice as much of one chemical than is required ruins the whole experiment. In either case, you’d have to approach your analysis from a new angle or even re-do the entire experiment.

Potential follow-up question: What would you have done differently on that task?

  • Back up your knowledge of what teamwork is and how to demonstrate it to employers.

Past Morgan Stanley interview question: How would your friends describe you?

How to approach: Morgan Stanley is looking to see whether you can be self-analytical and appreciate another person’s point of view – interviewers are not interested in your social relationships.

While you’ll naturally want to focus on the best aspects of your character, it’s a good idea to show some appreciation that you’re not a perfect human being. Ask your friends this question and reflect on their answers. Then think about how you could improve yourself in any way.

It’ll impress the recruiters if you can give an example such as ‘Some of my friends have commented that I’m always late for things, so I’ve recently made an effort to be more realistic about my timetable and set off earlier when I know I have to be somewhere. They’ve since been happily surprised by my punctuality.’ Such an answer shows that you can take criticism on the chin and take steps to improve yourself.

Potential follow-up question: How would you describe yourself?

Past Morgan Stanley interview question: What are the top five economies?

How to approach: This is a commercial question with a twist – how do you define ‘top’, and does this fit in with Morgan Stanley’s perception of what a ‘top economy’ is?

You need to identify, as best as you can, how Morgan Stanley looks at different international markets. Are the top five economies those with the highest annual GDP? Or maybe they’re those with the most potential for growth? You could even take the view that the economies that have remained most stable throughout the recession are the ‘top’ economies.

Potential follow-up question: Which of these do you think will be the strongest in five years?

  • More advice on commercial awareness and how to develop it.

Past Morgan Stanley interview question: What’s big news in the world?

How to approach: What Morgan Stanley want to see is a breadth of knowledge about news and current affairs but also an ability to focus in depth on the key drivers of economic, political, social, technical and environmental change in the world, and to justify your choice and articulate a rounded analysis of why things are happening, when, how and what the impact is.

The important thing is not to simply focus on an event or the behaviour of a key public figure. What’s far more important is to identify a key trend in the world, and then to be able to link it to the worlds of Morgan Stanley’s clients. Big changes in society have an impact upon the nature and stability of markets, opportunities, growth (or lack of), how companies make decisions, frame their strategies, operate, and behave with clients and other organisations. It’s your ability to make these connections that will help you get a job with Morgan Stanley – not your strong opinions on a particular issue.

Morgan Stanley's graduate website says: ‘We don’t expect candidates to understand all spheres of the markets, finance, and economics. But it’s a good idea to choose one or two areas of the industry that you can discuss with knowledge and enthusiasm. Make an effort to understand what professionals at your level do in the industry and at Morgan Stanley.’

Potential follow-up question: How does this news affect our clients?

Past Morgan Stanley Interview question: Why do you want to work at Morgan Stanley?

How to approach: Morgan Stanley’s recruiters will be looking to see that your motivation for wanting to join the organisation is underpinned by enthusiasm, and that you see what you’d be doing in the graduate role and the firm’s values as being closely tied to your career ambitions.

To demonstrate this, you’ll need to show an understanding of the graduate programme and Morgan Stanley’s culture. This means researching the firm and its core values and thinking of examples of how they align with your personal values – when at university or work have you demonstrated these shared values? It also means digging into the details of the role and considering what most interests you about it and why you’d like to secure this specific role and not, for example, a graduate position at one of the other major investment banks.

Your interviewers will also be assessing the way in which you deliver your response. Speaking with confidence and an enthusiastic tone of voice along with maintaining open body language will help project sincerity in what you say.

Potential follow-up question: Please explain your understanding of what the role entails.

Past Morgan Stanley interview question: You realise you don’t have enough time to complete a task – what do you do?

How to approach: Morgan Stanley wants to know that you can adapt and remain composed – last-minute issues are part and parcel of working in the finance industry.

Think about what you would say to your boss if you knew a project wouldn’t be completed on time – your interviewer may very well be that boss in future! You don’t have to go to the manager with your tail between your legs; the delay may not by your fault, or maybe another manager has given you a new task that’s more urgent.

When these kinds of issues arise, what’s the best course of action to take? If you had no time left for an important piece of work as part of your degree, what did you do? Apply those examples here. It’s about explaining the problem and working with the manager to re-organise.

Potential follow-up question: What if that option wasn’t available? What would you do instead?

  • Get ahead of the game with our article on time management, prioritisation and organisation .

Other examples of Morgan Stanley interview questions

Here’s a list of extra questions that graduates have also been asked by Morgan Stanley recruiters during interviews:

  • 'How will you make the most of your internship?' or 'How did you make the most of your last internship?' See our tips for making the most of your investment banking internship here .
  • ‘ Where do you expect to be in five years? ’
  • ‘What are your three best qualities and what three qualities do you think you need to improve upon?’
  • ‘Tell me about yourself.’

targetjobs editorial advice

This describes editorially independent and impartial content, which has been written and edited by the targetjobs content team. Any external contributors featuring in the article are in line with our non-advertorial policy, by which we mean that we do not promote one organisation over another.

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  • Finance graduate jobs
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InterviewPrep

Top 25 Morgan Stanley Analyst Interview Questions & Answers

Get ready for your Analyst interview at Morgan Stanley with a list of common questions you may encounter and how to prepare for them effectively.

morgan stanley business plan interview

Landing an interview with a prestigious financial institution like Morgan Stanley is no small feat. As you prepare to step into the role of an analyst, it’s essential to understand that this position requires more than just strong financial acumen; it also demands exceptional analytical skills, a keen eye for detail, and the ability to make high-stakes decisions under pressure.

In this article, we will delve into potential questions you might encounter during your Morgan Stanley analyst interview. We’ll provide strategic advice on how to answer these questions effectively, helping you demonstrate not only your technical expertise but also your critical thinking skills and professional demeanor. So buckle up and get ready to ace that interview!

Common Morgan Stanley Analyst Interview Questions

1. can you describe your understanding of the roles and responsibilities of an analyst at our firm.

The question is designed to assess whether you have done your homework and have a clear understanding of what the job entails. It’s not just about knowing the company, but also about understanding the industry, the role, and how you can contribute to the team. The interviewer wants to see that you’ve taken the time to research and that you have a realistic expectation of the work involved. They’re looking for candidates who are prepared, motivated, and likely to stick around.

Example: “At Morgan Stanley, an Analyst’s primary role is to provide detailed financial analysis and make investment recommendations. This involves interpreting complex financial data, identifying trends, conducting market research, and making forecasts.

The responsibilities also include creating financial models to support decision-making processes, presenting findings to the team, and assisting in developing strategies for improving financial performance.

An Analyst must stay updated on current economic conditions and regulatory changes that may impact investments. They need strong analytical skills, attention to detail, and excellent communication abilities to effectively convey their insights and recommendations.”

2. How would you analyze financial data to provide actionable insights for decision-making?

To thrive in the fast-paced, data-driven world of finance, you must demonstrate a knack for sifting through complex data sets and extracting meaningful insights. This question is meant to assess your analytical skills, your understanding of financial data, and your ability to transform raw data into viable strategies. It’s not just about number-crunching; it’s about interpreting these figures in a way that can guide decision-making and contribute to the firm’s success.

Example: “Analyzing financial data involves understanding the company’s performance in terms of revenue, costs, and profitability. I would start by comparing historical trends to identify patterns or anomalies.

Next, I’d conduct a variance analysis to understand deviations from budgeted figures. This can highlight areas where resources may be under or over-utilized.

I would also perform ratio analysis for insights into liquidity, solvency, and operational efficiency. For instance, a high debt-to-equity ratio might indicate potential risks.

Lastly, it’s crucial to benchmark against industry peers. This provides context and helps assess competitive positioning. All these steps combined provide actionable insights for strategic decision-making.”

3. What strategies do you employ when conducting risk management analysis?

Risk management is a critical aspect of an analyst’s role. It requires both quantitative skills and the ability to balance risks and rewards. At Morgan Stanley or any financial institution, for that matter, analysts must demonstrate their ability to assess, mitigate, and communicate risks effectively. They must ensure that all potential threats are addressed to protect the company’s assets and reputation. The question aims to understand your analytical skills, your knowledge of risk management strategies, and how effectively you can apply them in real-world scenarios.

Example: “In risk management analysis, I prioritize identifying potential risks. This involves a thorough understanding of the business environment and potential threats.

Once identified, I assess each risk based on its impact and probability. Tools like Risk Matrix are useful for this step.

Next is mitigation planning where I devise strategies to minimize the effects of these risks. This could involve diversifying investments or implementing stricter security measures.

Finally, it’s crucial to continuously monitor and review the effectiveness of the implemented strategies. This allows for adjustments as necessary, ensuring that the company remains resilient against evolving risks.”

4. In your opinion, how does Morgan Stanley’s work culture align with your professional aspirations?

This question is designed to assess your understanding of the company’s ethos, values, and work environment. It also probes your ability to assess whether these align with your personal career goals. Therefore, your answer will reveal a lot about your research into the company, your self-awareness, and your long-term commitment to the role and the organization.

Example: “Morgan Stanley’s culture of excellence and innovation aligns perfectly with my professional aspirations. I am drawn to the firm’s commitment to delivering exceptional client service, which matches my goal of making a significant impact through my work.

Moreover, Morgan Stanley’s emphasis on continuous learning is appealing as I believe in constant self-improvement. The company’s diverse and inclusive environment also resonates with me, as it fosters creativity and collaboration – key elements for growth and success in any role.

In essence, joining Morgan Stanley would provide an ideal platform to leverage my skills while contributing positively to the firm’s objectives.”

5. Can you give us examples of investment strategies that you have recommended in previous roles?

The crux of an analyst’s role, especially in an esteemed financial institution such as Morgan Stanley, is making sound investment decisions that align with the company’s strategy and risk tolerance. If you’re asked about your past investment strategies, the interviewer is trying to gauge your analytical skills, your understanding of the market, and your ability to make strategic recommendations. This question also allows them to assess your track record and how you might perform in their specific company context.

Example: “In one scenario, I recommended a diversified investment strategy to mitigate risk. This involved allocating funds across various asset classes such as equities, bonds, and real estate based on the client’s risk tolerance and financial goals.

Another instance was suggesting a value investing approach for a long-term investor. The focus was on identifying undervalued stocks with strong fundamentals that had potential for significant appreciation over time.

For an income-focused client, I proposed a dividend investing strategy. It focused on companies with a consistent record of paying high dividends, providing a steady income stream alongside capital growth.

Each recommendation was tailored to the individual client’s needs, considering their risk appetite, investment horizon, and financial objectives.”

6. Describe a situation where you had to handle a high-stress scenario involving financial forecasts.

The high-stakes, fast-paced world of finance can be a pressure cooker, especially when it comes to forecasting and predicting market trends. Morgan Stanley, as a global leader in this field, needs analysts who can not only handle this pressure, but thrive under it. By asking about high-stress scenarios, the interviewer wants to gauge your resilience, problem-solving skills, and ability to deliver accurate results even when the going gets tough. This question is designed to assess both your technical financial forecasting skills and your ability to maintain composure and deliver under stress – key traits for success in the dynamic world of finance.

Example: “In one instance, a key client requested an urgent financial forecast for a potential merger. The timeline was tight and the stakes were high.

I immediately gathered all necessary data, focusing on revenue trends, cost structures, and market conditions. I then developed multiple scenarios to account for various outcomes.

The pressure escalated when preliminary results indicated less than favorable projections. However, I maintained composure, double-checked my work, and communicated these findings transparently with the client.

Despite the stress, this experience underscored the importance of accuracy, clear communication, and calmness under pressure in delivering reliable financial forecasts.”

7. How familiar are you with using statistical software for data analysis?

Financial analysis relies heavily on understanding and interpreting vast amounts of data. Proficiency in statistical software, therefore, is often a key requirement for an analyst role. This question helps gauge your technical abilities and your capacity to derive meaningful insights from complex data sets, which is critical for strategic decision-making. Morgan Stanley, being a global financial services giant, would particularly value these skills to maintain its competitive edge.

Example: “I have extensive experience using statistical software for data analysis, particularly with R and Python. These tools are critical for handling large datasets, performing complex analyses, and creating visual representations of data.

In my recent projects, I’ve used these softwares to conduct regression analyses, hypothesis testing, and predictive modeling. I’m also proficient in SQL for database querying.

Moreover, I am familiar with Tableau for data visualization which aids in interpreting the results and communicating them effectively.

My understanding of these tools combined with my analytical skills allows me to derive meaningful insights from data.”

8. Could you explain how you maintain accuracy and attention to detail during long-term projects?

Maintaining accuracy during long-term projects is critical in any analytical role, and even more so in a fast-paced, high-stakes environment such as the finance industry. By asking this question, the hiring team is trying to gauge your ability to stay focused and meticulous over extended periods. They want to know if you have the discipline, organizational skills, and possibly certain techniques or strategies, that prevent errors and ensure high-quality output even when you’re juggling multiple complex tasks or projects.

Example: “Maintaining accuracy and attention to detail in long-term projects is a result of effective planning and organization. I start by breaking down the project into manageable tasks and setting deadlines for each.

I use project management tools to track progress, ensuring that no details are overlooked. Regular reviews help me identify any discrepancies early on, allowing for timely corrections.

Moreover, I maintain focus by taking regular breaks to avoid fatigue which can compromise quality. This approach ensures consistency and precision throughout the duration of the project.”

9. Tell us about a time when your analytical skills helped solve a complex business problem.

The role of an analyst often involves complex problem-solving and decision-making. The question aims to assess your analytical capabilities and how you apply them in real-life situations. Essentially, it’s about whether you can break down complex problems, analyze them from multiple perspectives, and develop effective solutions. Morgan Stanley, being a leading financial services firm, is keen on hiring individuals who can navigate complexity and contribute to their strategic objectives.

Example: “In my previous experience, I was part of a team that aimed to reduce operational costs. After conducting a thorough analysis, I identified an area where we were incurring unnecessary expenses due to redundant processes.

I developed a streamlined workflow which eliminated these redundancies and presented it to the management. They implemented this new process and as a result, we saw a significant reduction in operational costs by 15% within just three months.

This instance reinforced the importance of analytical skills in identifying inefficiencies and formulating effective solutions for complex business problems.”

10. How have your past experiences prepared you for working in a fast-paced environment like ours?

This question is a way to assess your ability to keep up with the high demands and rapid pace common in the finance industry, particularly in a well-established and dynamic firm such as Morgan Stanley. The interviewer wants to gauge your resilience, adaptability, and how well you manage stress and prioritize tasks. They’re interested in learning how your previous experiences—academic, professional, or even personal—have equipped you with the skills needed to succeed in a fast-paced setting.

Example: “My past experiences have honed my ability to thrive in high-pressure situations. For instance, during my time at university, I balanced rigorous academic coursework with a part-time job and leadership roles in student organizations.

In the corporate world, I’ve managed multiple projects simultaneously while maintaining strict deadlines and delivering high-quality results. This required effective prioritization, efficient work processes, and quick decision-making skills.

These experiences not only developed my multitasking abilities but also instilled a strong work ethic and resilience, which are crucial for succeeding in a fast-paced environment like Morgan Stanley.”

11. How would you go about analyzing market trends to inform investment decisions at Morgan Stanley?

The essence of an analyst role lies in the ability to analyze market trends and utilize that data to make informed decisions. This question is designed to assess your understanding of the market, your analytical skills, and your ability to apply these skills in a practical situation. Furthermore, it gives insight into your knowledge about the specific strategies and tools that can be used to analyze market trends. It helps the interviewer gauge whether you can add value to Morgan Stanley’s investment decisions.

Example: “To analyze market trends, I would leverage both quantitative and qualitative data. Quantitative analysis involves examining financial statements, economic indicators, and industry-specific key performance indicators.

On the other hand, qualitative analysis includes studying management quality, competitive positioning, regulatory environment, and potential risks.

I’d also use tools like SWOT and PESTLE for a comprehensive understanding of the macroeconomic factors influencing the markets.

Moreover, staying updated with news that could impact the markets is crucial. This can be done through reliable financial news sources, reports, and bulletins.

Finally, it’s essential to conduct scenario analysis and stress testing to understand how different situations might affect an investment decision.”

12. What is your approach towards team collaboration on large scale projects?

This question is about more than just teamwork—it’s about your understanding of how large organizations function and how to navigate the complexities of group dynamics. Firms, such as Morgan Stanley, have wide-ranging teams across various locations, each one with its specific role and function. It’s essential to show that you can work effectively within this setup, contributing to your team’s goals and maintaining a cooperative relationship with others, even when they’re not in the same office or even the same country.

Example: “My approach to team collaboration on large scale projects is based on clear communication, delegation and mutual respect. I believe in setting clearly defined roles and responsibilities from the onset to avoid confusion.

I also value regular check-ins with the team to track progress and address any issues promptly. This helps keep everyone aligned and ensures that we are moving towards our common goal effectively.

Moreover, I advocate for a culture of open feedback where every member feels valued and heard. This fosters a sense of ownership among the team members which can greatly enhance productivity and morale.

Finally, leveraging collaborative tools like Microsoft Teams or Slack can streamline communication and foster better collaboration. These platforms not only aid in project management but also facilitate real-time interaction, making teamwork more efficient.”

13. Can you share an instance where your communication skills played a vital role in conveying technical information to non-technical stakeholders?

This question is not just about your technical skills or your communication skills, but the intersection of the two. In finance, you often have to work with people who don’t have your background and may not understand the technicalities of your work. Your ability to explain complex concepts in a way that’s easy for others to understand can make a difference in how effectively you can work with your colleagues and clients, which is highly valued in a collaborative environment like Morgan Stanley.

Example: “In a previous project, we developed a new data analytics tool. I was responsible for explaining its benefits to our sales team, who had limited technical knowledge.

I broke down complex jargon into simple language and used relatable analogies to explain the tool’s functionality. For example, I compared the predictive analysis feature to weather forecasting, which they could easily understand.

This approach made them comfortable with the new technology, enhancing their ability to sell it effectively. It showcased how essential clear communication is in bridging the gap between technical and non-technical teams.”

14. How adept are you at handling multiple assignments while meeting tight deadlines?

With the fast-paced, high-stakes nature of the finance industry, it’s critical that an analyst can juggle multiple assignments without dropping the ball. Deadlines aren’t suggestions; they’re hard stops, and missing them can have serious consequences. By asking this question, the hiring team is trying to gauge your ability to perform under pressure and manage your time effectively, two key skills for success in this role.

Example: “I have developed strong multitasking skills and a systematic approach to manage multiple assignments. I prioritize tasks based on their urgency and importance, and use project management tools to track progress and deadlines.

In my experience, maintaining clear communication with all stakeholders is key to managing tight schedules. This ensures everyone is aligned on expectations and any potential issues can be addressed promptly.

My ability to stay focused under pressure has also been crucial in meeting deadlines without compromising the quality of work. Overall, I am confident in my capacity to effectively handle multiple assignments within strict timelines.”

15. Explain how you stay updated on the latest regulatory changes affecting banking and finance sectors.

Staying abreast of regulatory changes is vital in the finance sector. Regulatory shifts could impact investment strategies, risk management approaches, and even the overall profitability of a bank. Therefore, it’s critical for an analyst to keep their finger on the pulse of these changes. It’s not just about understanding the current state of affairs but also being able to forecast potential shifts. That’s why you’ll be asked about your methods for staying updated on regulatory changes. It allows the hiring team to gauge your commitment to ongoing learning and your aptitude for proactive thinking, both of which are key traits for a successful analyst.

Example: “Staying updated on regulatory changes in the banking and finance sectors is crucial. I regularly read industry-specific publications like The Wall Street Journal, Bloomberg, and Financial Times. These sources provide timely updates on any new regulations or changes.

I also subscribe to newsletters from financial regulatory bodies such as the SEC and FCA. This allows me to receive direct information about any amendments or introductions of rules.

Attending webinars and seminars hosted by these regulators or other financial institutions also helps. They often discuss potential implications of these changes which aids in understanding their impact.

Lastly, networking with professionals in the field provides first-hand insights into how these changes are being implemented and managed within different organizations.”

16. Can you discuss a project where your forecasting abilities significantly impacted business outcomes?

It’s all about demonstrating your analytical abilities and their real-world impact. A role as an analyst requires an ability to accurately forecast trends and outcomes based on available data. Morgan Stanley, in particular, values these skills given their impact on business decisions and financial outcomes. When you discuss a project where your forecasting abilities significantly influenced business results, you’re showing that you can use these skills to drive success.

Example: “In a previous project, I was tasked with forecasting sales for a new product line. Using historical data and market trends, I developed a predictive model that projected robust growth.

Post-launch, the actual sales closely matched my forecast. This accurate prediction allowed the company to optimize inventory management, reducing holding costs and preventing stock-outs. It also helped in strategic planning and resource allocation, contributing to a successful product launch.”

17. How proficient are you in creating financial models for asset valuation?

The crux of the role of an analyst often involves creating and manipulating financial models for asset valuation. This essential skill helps inform investment decisions and strategic planning. By asking this question, the hiring team is trying to gauge your technical proficiency and your ability to apply this knowledge in a practical setting. It’s not just about working for Morgan Stanley; it’s about ensuring you can contribute to any financial analysis team effectively and efficiently.

Example: “I am highly proficient in creating financial models for asset valuation. My expertise lies in utilizing tools like Excel to develop complex financial models that accurately depict an asset’s value.

In university, I studied various techniques such as discounted cash flow and net present value calculations which have been instrumental in my work.

Real-world scenarios often demand customization of these models, a task I’ve grown adept at by considering variables specific to the company or industry.

Moreover, I continually update my knowledge on best practices and emerging trends in financial modeling to ensure accuracy and efficiency.”

18. Share a challenging experience where your strategic planning skills were put to test.

Morgan Stanley, being a leading global financial services firm, is interested in hiring professionals who are not only adept in strategic planning but can also manage and navigate through challenging situations. This question is designed to assess your ability to plan, strategize, and problem-solve under pressure or in complex situations, which is essential in an analyst role. It also gives insight into your resilience and adaptability, key traits for thriving in a dynamic and fast-paced financial environment.

Example: “One challenging experience was during my final year project in university. We had to develop a financial model for a hypothetical company’s expansion strategy.

The challenge lay in the fact that we had limited data and time, but were expected to produce accurate projections. I took the lead in strategizing our approach by segmenting tasks based on each team member’s strengths.

I focused on gathering relevant data and applying statistical analysis techniques to predict future trends. This required meticulous planning and constant reevaluation of our strategies as new information became available.

Despite the challenges, our team successfully completed the project with commendable results. This experience honed my strategic planning skills and taught me how to adapt quickly in dynamic situations.”

19. How comfortable are you presenting data-driven reports to senior management?

Given the dynamic nature of the financial services industry, Analysts are frequently required to share their insights and recommendations with senior management. This question probes your ability to communicate complex, data-driven information in a clear and concise manner. It also tests your confidence and presentation skills, as these are vital when dealing with high-level executives. The ability to influence and persuade through data is a key competency for an Analyst.

Example: “I am highly comfortable presenting data-driven reports to senior management. I have honed my skills in data analysis and visualization tools such as Tableau, which aids me in creating clear, concise, and impactful presentations.

Understanding the business context is crucial for effective communication. Therefore, I always ensure that my findings are relevant, actionable, and aligned with strategic objectives.

Moreover, I believe in simplifying complex data into easy-to-understand insights while maintaining accuracy. This approach helps non-technical stakeholders grasp the essence of the information quickly.

In terms of delivery, I practice active listening and encourage open dialogue to address queries or concerns immediately. This interactive style not only promotes understanding but also fosters collaborative decision-making.”

20. What methods do you use to ensure compliance with internal policies and external regulations during your analyses?

Compliance is the backbone of the financial sector. Analysts are expected to follow a strict set of internal and external regulations to ensure accuracy, legality, and ethicality in their work. By asking this question, recruiters are looking to gauge your understanding of these principles and your commitment to upholding them. This question also helps them assess your analytical skills, attention to detail, and ability to navigate complex regulatory environments—all essential for succeeding as an Analyst.

Example: “To ensure compliance with internal policies and external regulations during my analyses, I leverage a combination of manual checks and automated tools.

I regularly review the latest regulatory updates to stay informed about changes that could impact our operations. This helps me align my analysis methods with current requirements.

For internal policies, I work closely with different departments to understand their specific guidelines. I then incorporate these into my analysis process.

Automated tools are also crucial in maintaining compliance. They can help identify potential issues or discrepancies early on, allowing for prompt resolution. For instance, data validation tools can flag anomalies that may indicate non-compliance.

Moreover, regular audits of my analytical processes allow me to spot any gaps in compliance and address them immediately.”

21. How would you evaluate a potential investment opportunity for its risks and returns?

Morgan Stanley, a powerhouse in global financial services, needs to know that you can critically assess investment opportunities. Your ability to evaluate risk and potential returns is fundamental to the role of an analyst, and key to the success of the firm and its clients. It’s not just about crunching numbers, but about understanding market trends, economic indicators, and the specific circumstances of the potential investment. The question is designed to gauge your analytical thinking, financial acumen, and decision-making skills.

Example: “Evaluating a potential investment involves both quantitative and qualitative analysis.

Quantitatively, I would assess the expected return using metrics such as projected earnings growth rate, dividend yield, and P/E ratio. Additionally, I’d evaluate risk through measures like standard deviation of returns and beta coefficient to understand volatility and market-related risk.

Qualitatively, it’s crucial to analyze the company’s business model, competitive positioning, management quality, and industry trends. This helps in understanding the sustainability of returns and potential risks not reflected in financial metrics.

It’s also important to consider macroeconomic factors that could impact the investment, such as interest rates or geopolitical issues.

Finally, I would compare these findings with alternative investments to ensure we’re maximizing our risk-adjusted returns.”

22. Describe a situation where your innovative thinking improved efficiency in data analysis processes.

In the high-speed, data-driven world of finance, companies such as Morgan Stanley are always on the lookout for individuals who can take a fresh look at data analysis processes and find ways to make them more efficient. Your ability to innovate, streamline, and improve processes not only demonstrates your understanding of data analysis, but also your potential to contribute to the organization’s overall growth and success.

Example: “In a previous project, our team was spending significant time manually cleaning and standardizing data. I identified this as an opportunity for improvement and developed a Python script to automate the process. This not only reduced the time spent on data preparation by 70%, but also increased accuracy by minimizing human error. Furthermore, it allowed the team to focus more on analysis and interpretation of results. My initiative demonstrated how innovative thinking can significantly enhance efficiency in data analysis processes.”

23. Discuss a time when you had to make a critical decision under pressure.

The financial world is fast-paced and full of high stakes decisions. Analysts often have to make quick, accurate calls under immense pressure. By asking about a time you had to make a critical decision under pressure, Morgan Stanley’s hiring team wants to understand how you handle stress, how you think on your feet, and how you balance risk and reward. It’s all about assessing your ability to thrive in the demanding environment of investment banking.

Example: “During a project at university, our team faced an unexpected data anomaly days before the deadline. The pressure was high as it could have jeopardized our results.

After analyzing the issue, I proposed two solutions: revising our data collection method or applying statistical techniques to adjust the anomalies. Both had potential risks and benefits.

I decided to apply statistical adjustments while simultaneously cross-verifying with additional data sources. This decision allowed us to maintain our timeline without compromising on the integrity of the findings. It taught me the importance of swift decision-making under pressure, analytical thinking, and risk assessment – skills that are crucial for an Analyst role.”

24. How do you handle constructive criticism and feedback in your professional life?

Feedback is a critical part of professional growth and companies, including Morgan Stanley, value individuals who can accept and act on constructive criticism. This question is designed to gauge your ability to take feedback, learn, and evolve. It’s also a way to understand your interpersonal skills and maturity, both of which are essential in a collaborative, high-pressure environment.

Example: “I view constructive criticism as an opportunity for growth. When feedback is provided, I listen carefully to understand the perspective and take time to reflect on it. I believe in open communication, so if something isn’t clear, I ask questions for clarification.

As an Analyst, precision and accuracy are crucial. If a mistake is pointed out or an improvement suggested, I appreciate that input because it helps me refine my work. My goal is always to learn from every experience and continuously improve my skills and performance.”

25. Can you explain how your role as an Analyst would contribute towards Morgan Stanley’s overall business objectives?

This question is designed to test your understanding of not just the role you’re applying for, but how it fits into the larger picture of the company’s operations. The interviewer wants to confirm that you grasp the significance of the analyst role in achieving the firm’s strategic goals, and that you can effectively contribute to these objectives. It’s about understanding your potential impact on the business and demonstrating your readiness to contribute to the team and the company’s success.

Example: “As an Analyst at Morgan Stanley, my role would contribute to the firm’s objectives by providing accurate data analysis. This involves interpreting complex financial information and presenting it in a clear, concise manner for decision-making processes.

I’d also identify trends and insights that could help improve business performance. By leveraging these insights, we can make strategic decisions that drive growth and profitability.

Moreover, I will ensure compliance with regulatory standards during all analyses. This not only mitigates risk but also enhances the company’s reputation and trust among stakeholders.

In essence, my contribution as an analyst would be to provide valuable insights from data, aiding in informed decision-making, driving growth, ensuring compliance, and enhancing stakeholder confidence.”

Top 25 Bank of America Teller Interview Questions & Answers

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Why Morgan Stanley: Interviews, Careers, & Portfolio

Morgan stanley overview.

Morgan Stanley is a multinational investment bank which, through its subsidiaries and affiliates, trades, manages, trades, originates, and distributes capital for individuals, governments, and institutions.

The firm operates in three business segments:

  • Institutional Securities
  • Wealth Management
  • Investment Management

The original Morgan Stanley, which was established by former J.P. Morgan & Co. partners Harold Stanley, Henry Morgan, and others, was established in September 1935. This was in response to the Glass-Steagall Act that required the splitting of American investment banking and commercial businesses.

The present Morgan Stanley came from the merger of the original Morgan Morgan Stanley with Dean Witter Discover & Co. back in 1997.

In their first year, the firm operated with $1.1BB market share (24%) in private placements and public offerings.

In the 2023 Fortune 500 list of the largest US corporations by total revenue, Morgan Stanley ranked No. 61. The firm also had its initial public offering on February 5, 1997 under the ticker NYSE:MS.

Morgan Stanley is based in Manhattan, New York City, USA.

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Morgan Stanley AUM

According to the most recent regulatory filings, Morgan Stanley has $490.6 BB in assets under management as of March 31, 2023.

Morgan Stanley Interview Process & Questions

Firms may decide to tweak their interview process with each candidate. However, you’ll find that the general nature of the interview stays the same. When you interview at Morgan Stanley, you can expect:

  • 4 to 6 rounds of interviews
  • For the initial rounds, the junior professionals will be in charge of the interview. For the later part, the senior staff take over.
  • Entire process typically lasts for several weeks – except for on-cycle or on-campus recruiting

The interview questions will be a combination of behavioral, fit, and investing questions so make sure to prepare for that.

My Growth Equity Interview Guide is an excellent resource in case you need help preparing for interviews.

Why Morgan Stanley

“Why this firm?” almost always shows up during interviews – and also one of the most critical questions you have to answer.

If you’ve done networking to get connected with the firm’s employees, this is the right time to mention whoever you’ve met and how their experiences have positively influenced your decision to apply.

You can also try listening to interviews with the firm’s founders, portfolio companies, and key personnels to come up with relevant answers.

For starters, here’s an interview with Morgan Stanley CEO Ted Pick as he discusses his vision for Morgan Stanley:

YouTube video

More Interview

  • Morgan Stanley CEO Ted Pick discusses his new role as CEO

Morgan Stanley Case Study

Communication skills and technical knowledge are two important factors that investment firms like Morgan Stanley consider when selecting the right candidate. They often use case study to evaluate these traits.

Most case studies will have you perform financial modeling and provide investment recommendations. However, cold calling case study may also be included if you’re applying for junior roles.

You can find more case study resources inside my Growth Equity Interview Guide .

Morgan Stanley Salary & Compensation

As per Glassdoor, analysts at Morgan Stanley have earned salaries of $109K per year, while associates have an estimated total pay of $142K per year. Figures may vary depending on many factors like experience, location, and education.

Morgan Stanley salary

Morgan Stanley Careers, Jobs, & Internships

Visit our job board if you’re looking for open roles at Morgan Stanley or other similar firms.

Morgan Stanley Portfolio & Investments

According to Crunchbase, Morgan Stanley has made 250 investments and 16 acquisitions. Some of their notable deals include RowCal, DataGuard, and Bodily.

Notable Transaction: Vortexa

Vortexa is a company that provides real-time data and advanced analytics for freight and energy markets. They cover LPG and LNG, refined products, and crude oil across all vessel classes with their most complete and accurate picture of global flows, inventories, and freight.

Vortexa helps analysts, traders, and freight professionals make better trading decisions so they can have a competitive edge into the complex markets.

In January 2024, Vortexa secured a $34 million investment from a Series C funding round led by the investment funds managed by Morgan Stanley Expansion Capital – with participation from existing investors Communitas Capital, FJ Labs, Metaplanet, Monashees, and Notion Capital.

The investment brought the total amount raised by the Company since inception to over $60 million. They plan to use the fund to accelerate their expansion worldwide, improve their quality of service, and level up their technology.

If you decide to send your application and build your investing career at Morgan Stanley, I would highly recommend that you check out my Growth Equity Interview Guide first before attending interviews.

Growth Equity Interview Guide helps professionals get a good grasp of topics that are typically covered during interviews such as financial modeling, case studies, and more. Check it out and start learning today!

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morgan stanley business plan interview

Live Blog: Bob Iger at the the 2024 Morgan Stanley Technology, Media and Telecom Conference

Today, Disney CEO Bob Iger will engage in a Q&A session as part of the 2024 Morgan Stanley Technology, Media and Telecom Conference. This interview comes as The Walt Disney Company is facing a pair of proxy fights and as Iger is looking to get the company back on track (while also finding a successor). All this should make for a fairly interesting event.

Follow along below as we bring you any news, insights, and tidbits to emerge from the session.

morgan stanley business plan interview

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Tuck MBA Internship Diaries: Class of 2024

By tuck communications.

From a social impact-focused internship with nonprofit Sesame Workshop to analyzing global partnerships for Microsoft, no two MBA internships look the same. Though our students arrive with diverse career aspirations, they often share a common goal: to pivot into a career that will change their life—and the world—for the better.

We sat down with a few of our current students to see how their internships went, what their biggest takeaways were from the experience, and generally, what made them choose an MBA—and Tuck.

morgan stanley business plan interview

Olakunle Alao T’24

Summer Internship: Executive Fellow, GoodLight Capital  Pre-Tuck: Growth & Expansion Manager (East Africa), Venture Garden Group Undergraduate: Osun State University, BS, Accounting

WHY MBA? Prior to my MBA, my professional journey spanned across diverse industries, including financial services and tech in Africa. While these experiences were enriching, I saw an MBA as a tool to consolidate my learnings, frame my diverse experiences, and amplify my professional network. My ultimate post-MBA ambition is to establish a fund in Africa, and I believed that an MBA would be pivotal in preparing me for this challenge.

WHY TUCK? I chose tuck for three reasons: the community, academic rigor, and the unique self-exploratory opportunities it offered.

In respect to Community : from the moment I was researching business schools, The people—Admissions, current students and Alumni at Tuck were not just nice, they were intentional in helping me see that Tuck is a place that I could be my authentic self. Their intentionality in ensuring I understood the Tuck Fabric made me feel that it was a place where I could truly be myself. This was further cemented by my role as a co-chair for Tuck’s diversity conference . Our goal was to assure prospective students of diverse backgrounds that Tuck is an environment where they can be seen, heard, and truly thrive. An added personal touch was witnessing an alum, whom I greatly admire, take on the same role during my pre-Tuck research days. I had a full cycle moment experiencing that as well.

On Academic Rigor , I had distinct academic objectives, especially pertaining to analytics. Tuck’s analytics-driven curriculum impressed me, offering an avenue to augment my education and bolster my analytical acumen.

Finally, coming from Nigeria, I was keen on pushing my boundaries and immersing myself in novel experiences . The Upper Valley offered just that—from winter sports to intimate encounters with nature. I viewed this as a two-year opportunity to grow.

My internship experience at GoodLight Capital was very enlightening in validating my medium- to long-term MBA goals as well as enriching my learning curve. From a personal perspective, it aligned with my social impact goals of unlocking capital to the most underserved communities—Women, Black, and Latine founders solving the most critical problems in our society.

MY CAREER GOALS My goal is to establish a fund that drives inclusivity and productivity of wealth in Africa in areas of education, sustainability, health care and financial inclusion in the next 5 years. I am passionate about exploring that intersection of driving strategy that builds great companies and support talented founders tackling the biggest ideas to drive economic change on the continent.

CAREER RESOURCES AT TUCK I have leveraged the Tuck Alumni network to provide career support. The alumni network is an unhidden gem that is always ready to be of help whenever a Tuckie reaches out. I leveraged their insights and mentoring in validating my career objectives. My internship was also with a firm that was founded by a Tuck Alum. This not only exposed me to the industry dynamics but also further emphasized the strength and reach of the Tuck community in the business world.

MY INTERNSHIP AT GOODLIGHT CAPITAL My internship experience at GoodLight Capital was very enlightening in validating my medium- to long-term MBA goals as well as enriching my learning curve. From a personal perspective, it aligned with my social impact goals of unlocking capital to the most underserved communities—Women, Black, and Latine founders solving the most critical problems in our society. I was privileged to close out an investment in a legal tech firm that helps expunge criminal records for justice impacted people. The impact of supporting companies like that is both socially and economically rewarding.

My preparedness for the internship was bolstered by my First-Year Project in the spring, where I and four colleagues worked with an early stage fintech firm to navigate their pricing and market entry strategy. The experience allowed me to apply core academic theories with real-life applications. Most important was working with a small team of startups whose headcounts was three and applying the dynamics and complexities of early-stage startups in my venture capital experience in the summer.

MY ADVICE FOR PROSPECTIVE MBAs Do not be scared to embrace failure, I know this is very counter-intuitive advice for high-achieving MBA candidates and prospectives. It’s fine to arrive with a set plan, but don’t be disheartened if things don’t go exactly as planned. Your MBA journey is as much about learning from mistakes as it is about celebrating successes.

Be strategic with recruitment. Quality of engagement matters over quantity. It’s very important to take stock of your experience and what resonates with you, this level of self-awareness will guide your recruiting approach than vibes.

morgan stanley business plan interview

Amna Sohail T’24

Summer Internship: Partner Development Manager Intern — Global Partner Solutions, Microsoft Pre-Tuck: Technology Project Manager — Innovation Team, Elevance Health Undergraduate: Purdue University Indianapolis, BA, Chemistry and Spanish

WHY MBA? With a background in chemistry, the transition to the tech sector through startup VC and corporate innovation was pivotal. The MBA was seen as an investment to scale the impact I could make, understand business fundamentals, and explore what it means to be an inclusive leader, creating equitable spaces in the workplace and beyond. It also offered a chance to build a diverse and lifelong network with peers from different backgrounds who have navigated unique industry challenges.

WHY TUCK? The decision to attend Tuck was influenced by its tight-knit and immersive community, which I experienced firsthand during both WIBCo  and Admitted Students Weekend (ASW) . Tuck’s philosophy on co-investment—where the MBA experience is about mutual growth and learning to be an inclusive leader—was appealing. Your MBA is ultimately a co-investment. 

Tuck's Next50 Initiative, the opportunity to be a Fellow with the Centers for Digital Strategies and Health Care , and groups like the Tech Club also provided a rich environment to foster community, give back, and learn from my peers. This was especially valuable coming from an underrepresented background within the tech sector.

My biggest internship takeaway was how important it is to be curious and to continue to seek out diverse perspectives. Whether you’re building a process or a framework, it’s important to get diverse perspectives before pivoting to solutioning. My internship also highlighted the significance of being a DEI champion and creating inclusive spaces for ESL speakers.

MY CAREER GOALS Before Tuck, I had the opportunity to work in both health care and tech. My goal coming into Tuck was to build off my pre-MBA experience and develop a career at a big tech platform business, focusing on product and partnership roles. My experiences at Tuck and my internship with Microsoft reinforced my desire to drive impact at scale through building and growing strategic technology partnerships.

ON CAREER SERVICES AND RECRUITING IN TECH The tech recruitment process looks a bit different, a bit more unstructured, at Tuck than recruiting for other paths like consulting. I was fortunate to receive an offer early in the process—resume drops were in September, I went through interviews in October, and in December I received an offer. 

I leaned heavily on the Tuck network, including second years, alumni, the Tech Club, and the Center for Digital Strategies. Anyone I’ve reached out to throughout this process has been super willing to talk and to candidly share their experiences. One-on-one mentorship and Tuck’s leadership coaching program were also pivotal in preparing for this journey.

MY INTERNSHIP AT MICROSOFT I had an impactful summer experience as a Partner Development Manager MBA intern on the Global Partner Solutions team at Microsoft. In my role, I gained valuable exposure to various aspects of the business, from technical solution road mapping to learning how to go-to-market and co-innovate with the company’s diverse ecosystem of software partners. Outside of my day-to-day work, it was great to connect with other interns, explore Seattle, and participate in Microsoft’s speaker series, where I got to learn from innovation leaders across industries. In fact, one of favorite events was hearing from the co-founder of Salt & Straw on how the company thinks about systemizing innovation in the ice cream industry, while building a platform for connection and community. 

My biggest internship takeaway was how important it is to be curious and to continue to seek out diverse perspectives. Whether you’re building a process or a framework, it’s important to get diverse perspectives before pivoting to solutioning. My internship also highlighted the significance of being a DEI champion and creating inclusive spaces for English-as-a-second language (ESL) speakers. This topic especially resonated for me having seen my family and friends navigate the challenges of being ESL speakers in the workplace. It felt very rewarding to have the opportunity to co-plan a discussion at Microsoft’s Inspire Conference on Being a Champion for ESL Speakers and host a community conversation on this topic with my MBA intern cohort.

Tuck's curriculum—including the First-Year-Project, core courses like ManComm, and Analytics electives—was instrumental in providing a solid foundation for the internship.

MY ADVICE FOR ASPIRING TECH PROFESSIONALS For those pivoting into tech, it’s important to not self-select yourself out of the process before you even start, recognize your transferable skills, and to be clear on your career motivations. Using resources like career mentors, connecting with your classmates, and tapping into Tuck’s supportive alumni network can make a big impact. Don’t be afraid to also do cold outreaches on LinkedIn and even email. At the same time, I think it’s important to be open to new opportunities you may not even have thought about. Overall, the bottom line is to not be afraid to bet on yourself and your potential!

morgan stanley business plan interview

Edmund Ong T’24

Summer Internship: Summer Associate, Morgan Stanley Pre-Tuck: Management Consultant, Tech Strat and Advisory Undergraduate: University of British Columbia, BS, Chemical Process Engineering

WHY MBA? An MBA is a melting pot of people from a variety of backgrounds, in culture, work experiences, and many other aspects. Being able to immerse myself in an environment where I am able to listen and learn from different points of views was valuable to me. It offered an opportunity for personal growth and a strong professional community, on top of the career transition that I was looking for.

WHY TUCK? Tuck represents the best of what I am looking for. Tuck’s commitment to students that are aware and encouraging lead to a community where everyone is invested in the experience. The students, professors, staff all come to Tuck to invest in the experience which creates an incredible dynamic that enables meaningful connections.

On top of the technical skills that I picked up over the summer, the leadership qualities that I saw in the senior leaders is also something I took away. The way that they mentored and guided me put me in a position to succeed. I hope to be able to give back in the same way when I get the opportunity to in the future.

MY CAREER GOALS Coming from a background in management consulting, where I helped Energy and Natural Resources clients with tech strategy and advisory, I learned that I enjoy the pace, challenges, and relationships that come with being in a client service business. However, I wanted to be in a career where my work contributes a significant impact to a company’s strategic growth plan. Specifically, I’m in interested in advising companies on their options to strategically grow organically or through acquisitions.

To me, investment banking represents a new opportunity to utilize my prior experience in a different setting, one that enables companies to achieve their goals through strategic advisory and knowledgeable financing.

ON CAREER SERVICES AT TUCK Tuck’s Career Services team is second-to-none. The ratio of career services staff to students means that you get personalized advice and career coaching. I mainly worked with Deirdre O’Donnell who came from a successful career in the finance sector and now has many years of coaching and guiding Tuckies in their careers. I felt that my personal relationship with her allowed for great candid discussions. The second years are also a great resource. Tuck’s pay it forward culture is incredibly strong whereby second years give as much of their time to help advice and prep the first years for their recruiting journey with no expectations in return. The alumni network is also incredible. They were always willing to take a call to discuss their experience and share their advice. Lastly, my own classmates are an incredible support network. We help give each other tips and also pick each other up when we have a bad day. Tuck’s entire community rallies around you to help you achieve your dreams.

MY INTERNSHIP AT MORGAN STANLEY My internship was incredibly valuable and enriching. I was able to work with multiple teams that valued my input and I could see the impact of what I did. I was astounded by the collaborative and collegial nature of the teams. The associates and analysts (junior team) looked out for and helped each other, ensuring that only the best quality work was provided to the seniors. The seniors always took time to give guidance and nurture the juniors and had the well-being of each team member in mind. To sum it up, the entire team was invested in each other’s success.

Going into my internship, there was a slight apprehension, but I felt I was given the right tools to succeed. Tuck’s curriculum gave me a foundation that prepared me well for my internship. The alumni network also gave ample advice on how to navigate my internship. Classmates that were interning with me also provided a support network that I could always go to.

MY RECRUITING ADVICE

  • Let your personality shine. Whatever route you decide to pursue from your MBA, you will be reaching out to others. Don’t be afraid of showing who you are. People remember how you make them feel, not what you say.
  • Support and ask for support from your classmates. I’ve managed to build many friendships with the people I recruited with. They were an incredible network where you can ask any question, practice for interviews, and go through the highs and lows of recruiting with.
  • Short term memory and celebrate the wins. There are ups and downs in the recruiting cycle, don’t hang on to the tough losses, and make sure to celebrate the wins with your friends!

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Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.

We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.

Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.

We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.

We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.

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From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.

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Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.

From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years.

The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.

Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.

Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.

At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.

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For 88 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.

At Morgan Stanley, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.

We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.

At Morgan Stanley, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.

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We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.

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A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.

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At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.

At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.

morgan stanley business plan interview

Bill Gates: Big Ideas on Digitalization and Clean Energy

Bill Gates has spent a lifetime chasing what he calls “wild ideas.” Now he’s focused on breakthroughs in clean energy and digitalization as a tool to tackle global poverty.

WATCH: Ridham Desai speaks with Bill Gates

Bill Gates has spent a lifetime chasing what he calls “wild ideas.” Today, the co-chair of the Bill & Melinda Gates Foundation and founder of Breakthrough Energy is focused on tackling two daunting challenges—global health and climate change.

In the latest episode of Exceptional Leaders / Exceptional Ideas , Ridham Desai, Morgan Stanley’s Chief Equity Strategist in India, talks with Bill about digitalization’s role in eliminating poverty, and why he’s hopeful about breakthroughs in clean energy. 

morgan stanley business plan interview

More Exceptional Leaders

Watch other episodes in this series from Morgan Stanley Research, as the firm’s equity analysts sit down with business leaders at world-class global companies to unpack broad foundational changes in sectors, industries and markets.

More Insights

Harley-Davidson: Revamping an Iconic Brand

IMAGES

  1. 23 Morgan Stanley Interview Questions & Answers

    morgan stanley business plan interview

  2. Morgan Stanley HireVue Video Interview Questions and Answers Practice

    morgan stanley business plan interview

  3. [2022] Pass the MORGAN STANLEY Interview

    morgan stanley business plan interview

  4. How to get an internship and PPO @morganstanley| Interview Experience, Selection Procedure, Tips

    morgan stanley business plan interview

  5. 3 Effective Ways to Get An Interview Call from Morgan Stanley

    morgan stanley business plan interview

  6. Morgan stanley interview questions and answers

    morgan stanley business plan interview

VIDEO

  1. Cracking the Morgan Stanley Interview: Expert Tips and Insights

  2. History of Morgan Stanley

  3. [2021] Pass Morgan Stanley's Interview

  4. Story of Morgan Stanley

  5. What's It Like Working at Morgan Stanley? (Interview With Former Investment Banking Analyst)

  6. Morgan Stanley CEO: Q2 earnings were very strong

COMMENTS

  1. How to Answer Common Interview Questions

    1. Tell Me about Yourself. "This is the first question you're likely to get in an interview and it's the one that people most often struggle with," says Harris. "This isn't an invitation to recite your life story or go through your resume. Instead the interviewer is trying to find out if you're a good fit for the job, so talk ...

  2. Interview Preparation

    Present yourself professionally. Be conscious of your body language, maintain eye contact, and let the interviewer finish their thought before you respond. We know you may be nervous, so try to collect your thoughts before you speak. Take your time to answer questions, and communicate concisely.

  3. Morgan Stanley Financial Advisor Associate Interview Questions

    107 Morgan Stanley Financial Advisor Associate interview questions and 102 interview reviews. Free interview details posted anonymously by Morgan Stanley interview candidates. ... Video and in-person interview. Business plan and an online quiz. Interview very straight forward, they want to know what your business plan is and how you plan to get ...

  4. Morgan Stanley interview (41 real questions, process, and prep)

    Morgan Stanley interview (41 real questions, process, and prep) Finance Nov 26, 2021. Today we're going to show you what to expect during Morgan Stanley interviews, and what you should do to prepare. The information in this guide is based on an analysis of over 60 Morgan Stanley interview reports (from real candidates for analyst roles ...

  5. Financial Advisor Associate Program

    The Morgan Stanley Wealth Management Financial Advisor Associate (FAA) Program is a rigorous, demanding, and intense 36-month training and development program. At the end of the program lifecycle, Financial Advisor Associates are fully prepared to take their place among our elite Financial Advisor workforce. However, even before you apply, you ...

  6. Morgan Stanley Interview Questions (2024)

    Tell me why Morgan Stanley. Answer Question. First round :- There was use case to ingest huge excel sheets and make it searchable. Had to design system around it. Second Round:- Questions were asked on React, CSS, HTML5 , Browser storage etc. Answer Question. Discuss the common valuation methods and when/why they are used?

  7. Morgan Stanley interview questions, the definitive list

    We've looked at the interview questions at Goldman Sachs.We've looked at the interview questions of J.P. Morgan. And we've looked at how body language in an interview might kill your chances of landing a job. But what if you're interviewing with Morgan Stanley? Based upon questions Morgan Stanley interviewees have been asked in 2022, the below list include the kinds of things you can expect ...

  8. Morgan Stanley Interview Question: What is your business plan?

    Interview question for Financial Advisor Associate.What is your business plan?.

  9. MSSB Business Plan

    MBA2FA. So I rocked my interview and assessment tests with MSSB and now I have graduated to the "Business Plan" portion of the interview process. I have searched the forums, but haven't been ...

  10. Top 25 Morgan Stanley Interview Questions & Answers

    7. Explain how you stay current on market trends, industry news, and changes in regulations that may impact our clients. This question is a way for hiring managers to assess your passion for the financial industry and your commitment to providing the best advice and service to clients.

  11. Morgan Stanley Smith Barney "Business Plan"

    Morgan Stanley Smith Barney "Business Plan". seville. Neanderthal 2,415 IB. Subscribe. I'm currently in the recruiting process and they are asking for a "business plan". This is what it exactly says in the beginning. "Successful client prospecting is an intense, challenging and rewarding activity with direct results to your success as a ...

  12. Morgan Stanley Interview Questions & Answers

    What candidates say about the interview process at Morgan Stanley. They will hire almost anyone - if you can't hack it, then they will get rid of you without a second thought. Shared on August 10, 2020 - Client Services Manager - Tempe, AZ. I interviewed with a panel of three different people from different departments.

  13. Tips for answering Morgan Stanley interview questions

    It's essential that you practise answering examples of Morgan Stanley interview questions previously faced by graduates in preparation for your interview with the firm. Your first-round interview may be over the telephone, via video conferencing or in person, depending on the division and your location.

  14. MORGAN STANLEY Interview Questions & Answers! (Interview ...

    MORGAN STANLEY Interview Questions & Answers! (Interview Preparation, Top Tips & Example Answers!) By Richard McMunn of: https://passmyinterview.com/morgan-s...

  15. Top 25 Morgan Stanley Analyst Interview Questions & Answers

    18. Share a challenging experience where your strategic planning skills were put to test. Morgan Stanley, being a leading global financial services firm, is interested in hiring professionals who are not only adept in strategic planning but can also manage and navigate through challenging situations.

  16. 23 Morgan Stanley Interview Questions & Answers

    Q11. Tell me about a time when you had to deal with a difficult client. Q12. Describe a situation when you had to overcome a challenging problem. Q13. One of Morgan Stanley's core values is 'Put Clients First'. Tell me about a time when you went above and beyond for a customer or client. Q14.

  17. Morgan Stanley Business Analyst Interview Questions

    I interviewed at Morgan Stanley (Hong Kong) Two rounds of interview after submitting CV, first with two directors, then ED, within 3 weeks time, virtual interview, 30-45 mins each, salary negotiation is pretty tough, did not expect US bank to be paying so little these days Will ask about BA related job questions e.g. negative testing.

  18. Why Morgan Stanley: Interviews, Careers, & Portfolio

    Morgan Stanley AUM. According to the most recent regulatory filings, Morgan Stanley has $490.6 BB in assets under management as of March 31, 2023. Morgan Stanley Interview Process & Questions. Firms may decide to tweak their interview process with each candidate. However, you'll find that the general nature of the interview stays the same.

  19. First on CNBC: CNBC Transcript: Morgan Stanley Chairman & CEO James

    Following is the unofficial transcript of a CNBC interview with Morgan Stanley Chairman & CEO James Gorman on CNBC's "Squawk on the Street" (M-F, 9AM-12PM ET) today, Tuesday, July 18.

  20. Business Segments

    Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values. Sponsorships. At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all.

  21. Your Ultimate Job Interview Preparation Guide for Morgan Stanley

    Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. With offices in more than 42 countries and more than 55,000 employees, the firm's clients include corporations, governments, institutions and individuals.

  22. Live Blog: Bob Iger at the the 2024 Morgan Stanley Technology, Media

    Today, Disney CEO Bob Iger will engage in a Q&A session as part of the 2024 Morgan Stanley Technology, Media and Telecom Conference. This interview comes as The Walt Disney Company is facing a ...

  23. Morgan Stanley Financial Advisor Interview Questions

    I interviewed at Morgan Stanley (New York, NY) in Dec 2022. Interview. 7 behavioral questions on hirevue. You will record each question online. Each question has 30 second to prepare and one minute to answer. After submit it you will receive the result after 10 days in email. Interview Questions.

  24. Morgan Stanley's wealth-management unit is a key growth area, analysts

    Morgan Stanley's wealth-management unit stands out as the "primary engine of growth" for the investment bank, analysts at Jefferies said in a research note. Morgan Stanley MS will focus on ...

  25. Morgan Stanley Strategists See M&A Surging as Confidence Builds

    Global mergers and acquisitions will jump 50% this year as corporate confidence recovers and economic growth holds up, according to Morgan Stanley. Health care, real estate, and technology are ...

  26. The Tuck 360 Blog

    Summer Internship: Summer Associate, Morgan Stanley Pre-Tuck: Management Consultant, Tech Strat and Advisory Undergraduate: University of British Columbia, BS, Chemical Process Engineering. WHY MBA? An MBA is a melting pot of people from a variety of backgrounds, in culture, work experiences, and many other aspects.

  27. Bill Gates Has Big Ideas: The Morgan Stanley Interview

    Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values. Core Values. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and ...

  28. Morgan Stanley makes strong, mysterious move higher. What we ...

    Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.