Ms
Palo Alto, California
Private Wealth Management Senior Client Relationship Analyst
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Apply to Private Wealth Management Senior Client Relationship Analyst at MsJob details
- Location
- Palo Alto, California
- Work type
- Onsite
- Compensation
- $68,000 - $120,000/yr
- Posted
- 6 days ago
- Apply on
- ms.wd5.myworkdayjobs.com
About this role
Bachelor's degree, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, communication, analytical, modeling, organizational, and time-management skills; investment evaluation and portfolio tracking experience.
What you'll do at Ms:
- evaluating investments
- building models
- maintaining database
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