Morgan Stanley in California seeks a Senior Client Relationship Analyst to deliver exceptional service to the Polk Wealth Management team and build trusted client relationships.
You will evaluate investment managers and co-investment opportunities, prepare memos, build financial models, maintain a pipeline database, and coordinate with operations and legal to move opportunities from decision to implementation.
#J-18808-LjbffrSenior Wealth & Investment Relationship Analyst in palo alto at Unknown Company
This position is listed as full time and onsite.