Private Wealth Management Senior Client Relationship Analyst
Core
Support the Polk Wealth Management team by evaluating investment managers, building financial models, and managing databases for venture, growth equity, and deep tech opportunities.
Role type
Senior IC client relationship analyst (wealth management)
Builds
Investment materials, financial models, and opportunity tracking databases for Polk Wealth Management
Domain
Private Wealth Management / Venture Capital / Growth Equity
Required skills
Investment evaluation, financial modeling, database management, reference calling, investment memo drafting, project coordination
Preferred skills
Experience in RIAs, family offices, fund of funds, VC/PE, AI, climate, deep tech
Technologies
Investment platforms, database systems
Responsibilities
Evaluate investment managers and co-investment opportunities; build financial or analytical models; maintain investment databases; coordinate with operations and legal for execution; support pipeline tracking and portfolio reporting
Seniority
Senior, hands-on IC