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      Morgan Stanley

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      Wealth Management Analyst Interview

      Oct 19, 2015
      Anonymous Interview Candidate
      New York, NY
      No offer
      Neutral experience
      Average interview

      Application

      I applied through an employee referral. The process took 2 weeks. I interviewed at Morgan Stanley (New York, NY) in Sep 2015

      Interview

      Phone Interview going about the current state of the economy and what my views were about rate hikes and headwinds to the US macro economy. They focused more on my market knowledge after walking through my interview. There were few "fit" questions and they checked if I could think well on my feet.

      Interview questions [1]

      Question 1

      Where is the 10 year treasury rate at? What is the FED's dual mandate?
      1 Answer

      Other Wealth Management Analyst Interview Reviews for Morgan Stanley

      Wealth Management Analyst Interview

      Jun 8, 2021
      Anonymous employee
      New York, NY
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through college or university. The process took 3 weeks. I interviewed at Morgan Stanley (New York, NY) in May 2021

      Interview

      Three rounds. First round was two separate 30 minute interviews talking about past experience and the role. Second round was three separate 30 minute interviews asking about skills and answering my questions. Asking specific questions about the role is a must. I suggest using the information you are given from the first round interviews to help shape your questions. Third round was two separate 30 minute interviews talking about everything I was told about the role in previous interviews. Best thing to do here is bring up is what you learned from each interview.

      Interview questions [4]

      Question 1

      What would your previous managers describe you if I called them right now?
      Answer question

      Question 2

      How in depth is your experience in excel?
      Answer question

      Question 3

      What do you like to do on your free time?
      1 Answer

      Question 4

      They were particular about an individual specifying how much volume (work load) they previously took on.
      Answer question
      1

      Wealth Management Analyst Interview

      May 5, 2021
      Anonymous Interview Candidate
      Greenwich, CT
      Declined offer
      Positive experience
      Average interview

      Application

      I applied through other source. I interviewed at Morgan Stanley (Greenwich, CT) in Aug 2020

      Interview

      Met with various members of the team. Mostly behavioral questions to get a sense of who you are and where you want to be. Not as technical-heavy as an IB interviews

      Interview questions [1]

      Question 1

      Pitch me a stock you would buy right now
      1 Answer

      Wealth Management Analyst Interview

      May 11, 2021
      Anonymous Interview Candidate
      Washington, DC
      No offer
      Neutral experience
      Average interview

      Application

      I applied through college or university. I interviewed at Morgan Stanley (Washington, DC) in Oct 2019

      Interview

      Typical SuperDay format, a few hours in the office with different themes that either leaned behavioral or quantitative. Had one interview that was all brain teaser-like questions which was interesting.

      Interview questions [1]

      Question 1

      Previous work experience and direct application of skills to the wealth management space.
      Answer question

      Morgan Stanley interviews FAQs

      • Wealth Management Analyst applicants have rated the interview process at Morgan Stanley with 2.8 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 40% positive. To compare, the company-average is 62% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Wealth Management Analyst roles take an average of 18 days to get hired, when considering 5 user submitted interviews for this role. To compare, the hiring process at Morgan Stanley overall takes an average of 27 days.
      • Common stages of the interview process at Morgan Stanley as a Wealth Management Analyst according to 5 Glassdoor interviews include:

        Phone interview:  36%

        One on one interview:  27%

        Presentation:  9%

        Group panel interview:  9%

        Background check:  9%

        IQ intelligence test:  9%

      • Here are the most commonly searched roles for interview reports -

        1. Associate(1459) ;
        2. Vice President(1154) ;
        3. Analyst(1057) ;
        4. Manager(506) ;
        5. Intern(474) ;
        6. Director(472) ;
        7. Financial Advisor(423) ;
        8. Executive Director(407) ;
        9. Senior Manager(406) ;
        10. Senior Associate(343) ;
        11. Software Engineer(335) ;
        12. Operations Analyst(288) ;
        13. Client Service Associate(275) ;
        14. Software Developer(251) ;
        15. Summer Analyst(228) .


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      Jobs at Morgan Stanley

      17 jobs in United States
      Private Wealth Management Client Relationship Analyst
      Salt Lake City, UT
      ·
      $62K - $102K /yr
      (Glassdoor est.)
      View job
      Wealth Management Analyst
      New York, NY
      ·
      $75K - $125K /yr
      (Employer provided)
      View job
      Private Wealth Management Client Relationship Analyst
      West Des Moines, IA
      ·
      $61K - $102K /yr
      (Glassdoor est.)
      View job
      Private Wealth Management Analyst
      West Des Moines, IA
      ·
      $57K - $80K /yr
      (Glassdoor est.)
      View job
      Private Wealth Management Analyst
      Seattle, WA
      ·
      $68K - $120K /yr
      (Employer provided)
      View job
      View all Wealth Management Analyst Jobs