Private Wealth Management Senior Client Relationship Analyst

POSITION SUMMARY:

The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team.

Through regular interactions with the client, the individual in this role builds a trusted relationship.

Leading with aclientfirst mindset, a successful candidate for this role will have strong interpersonal skills and will be able toassistthe client with their everyday needs.

• Evaluate investment managers and co-investment opportunities for potential fund commitments and direct/co-investments, with a focus on venture, growth equity, and thematic innovation areas including AI, climate, and deep tech, and prepare materials for presentation to the Polk Wealth Management team.
• Participate actively in the investment process as directed by the Polk Wealth Management team, including building financial or analytical models, drafting investment memos, and conducting reference calls to support client review.
• Maintain and manage a database covering both current investments and prospective opportunities to support tracking, evaluation, and efficient decision-making by the Polk Wealth Management team.
• Coordinate with investment operations and the legal team to support execution activities, helping move opportunities from decision to implementation.
• Partner with the broader Polk Wealth Management team to enhance and refine the investment process, improving how opportunities are assessed, tracked, and advanced.
• Provide ad-hoc support across pipeline tracking, portfolio reporting, and internal requests to ensure timely visibility and responsiveness across stakeholders.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clericalcapacityat the direction of the client and/or Polk Wealth Management team.
• Remaining current on all policies,procedure sand new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

• 5+ years of relevant work experience (RIAs, family offices, fund of funds, VC/PE, or similar experience preferred)
• Required Bachelor’s degree

• Excellent interpersonal and communication skills; strong problem solving and analytical skills.
• Proven organizational, prioritization and time management skills.
• Strong desire to work in an entrepreneurial environment with technology forward mindset.
• Thoughtful, collaborative and goal-oriented leadership in a fast-paced environment.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees.

• Business Service Officer and/or Market Business Service Officer

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and…