Private Wealth Management Senior Client Relationship Analyst
$68,000–$120,000 year
On-site · Palo Alto, California, United States
Job Summary
Senior Client Relationship Analyst within Morgan Stanley's Private Wealth Management team in Palo Alto. Focused on evaluating investment managers and co-investment opportunities (venture, growth equity, AI, climate, deep tech), preparing materials for the Polk Wealth Management team, building financial/analytical models, drafting investment memos, conducting reference calls, and maintaining a database of current investments and prospective opportunities. Supports execution with investment operations and legal teams, enhances and refines the investment process, and provides ad-hoc support for pipeline tracking and portfolio reporting. Requires 5+ years of relevant experience and a Bachelor’s degree. Strong interpersonal and communication skills, analytical capabilities, organizational skills, and ability to collaborate across stakeholders.
Required Qualifications
- Bachelor’s degree
- 5+ years of relevant work experience (RIAs, family offices, fund of funds, VC/PE, or similar experience preferred)
- Strong interpersonal and communication skills
- Analytical and problem-solving skills
- Organizational and time-management skills
- Willingness to work in an entrepreneurial, technology-forward environment
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