Morgan Stanley
Private Wealth Management Senior Client Relationship Analyst
$100K–$150K
Palo Alto, California · On-site · Senior · Full-time · Posted Jun 9, 2026
- Experience
- 5+ years of relevant work experience.
- Education
- Bachelor’s degree required.
About the job
Supports the Polk Wealth Management team by evaluating investment opportunities, contributing to investment decisions and execution, and providing client and portfolio support.
What you'll do
- Evaluate investment managers and co-investment opportunities, prepare presentation materials, and support the investment process with models, memos, and reference calls.
- Manage investment and opportunity databases; support pipeline tracking, portfolio reporting, and execution with investment operations and legal teams.
- Provide client service and account-documentation support, and help improve investment processes.
What they ask for
- Bachelor’s degree.
- Strong interpersonal and communication skills, problem-solving and analytical skills, and organizational and time-management abilities.
- Ability to work collaboratively with employees at all levels.
Nice to have
- Relevant experience in RIAs, family offices, fund of funds, VC/PE, or similar.
Pay
$100,000 and $150,000 per year (base pay; California); $100,000 and $150,000 per year (base pay; New York)
AI focus
Evaluate investment opportunities in thematic innovation areas including AI.
Model-written summary · the original posting is authoritative