Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - New York
About The Position
The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management’s high-net-worth clients with efficient wealth transfer. Highly qualified candidates at the Associate level will also be considered. In addition to working on the Systematic Wealth Transfer strategy, the new team member may also help with client solutions projects and investment-related research. SQAA is an innovative and dynamic team, and this role requires patience, creativity, the ability to multitask, attention to detail, as well as interpersonal and problem-solving skills. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Investment Strategy Group (ISG) The Investment Strategy Group (ISG) within PWM has responsibility for strategic and tactical asset allocation views and advice for the firm’s high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities, including a passion for investing, client service, as well as strong analytical and communication skills.
Requirements
- Bachelor's degree required
- Interest in or professional experience working on estate planning solutions involving trusts
- Solid Excel and PowerPoint skills
- Excellent communication skills, especially the ability to explain complex technical concepts in simple terms
- Strong interpersonal skills and a passion to engage with clients
- Attention to detail, patience, and ability to handle multiple concurrent projects
- Collaborative and teamwork-oriented
- Independent, logical, and critical thinking, with the willingness to constantly think outside of the box
- SIE, Series 7 and 63 required (must be obtained within three months of employment)
Responsibilities
- Demonstrate strong analytical and technical skills
- Deliver timely, thoughtful, and flawless executions
- Interact with the firm’s current and prospective clients
- Show a keen interest in understanding the financial markets
- Coordinate with other teams across Goldman Sachs
- Initiate and assist on investment research efforts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
