Morgan Stanley
Palo Alto, California
Private Wealth Management Senior Client Relationship Analyst
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Apply to Private Wealth Management Senior Client Relationship Analyst at Morgan StanleyJob details
- Location
- Palo Alto, California
- Work type
- Onsite
- Compensation
- $100,000 - $150,000/yr
- Posted
- Jun 9, 2026
- Apply on
- morganstanley.eightfold.ai
About this role
Bachelor's degree required, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, analytical, organizational, and time-management skills; experience evaluating investments, building financial models, and managing deal/portfolio tracking.
What you'll do at Morgan Stanley:
- evaluating investments
- building models
- managing database
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