AWM, Goldman Sachs Ayco, Personal Wealth Financial Analyst, New York, NY

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.

Personal Wealth (PW)

Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PW Teams work with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Advisors deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax-efficient solutions, 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.

How You Will Fulfill Your Potential

• Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.
• Portfolio Oversight & Optimization: Proactively monitor client portfolios, assess manager performance, identify re-balancing opportunities, and recommend tactical investment ideas to optimize returns and manage risk.
• Tailored Investment Strategy Development: Design and create bespoke asset allocation proposals for new clients, integrating a broad spectrum of managers, investment styles, and vehicles. Ensure these strategies align with client risk profiles, investment objectives, and the firm’s strategic market views.
• Impactful Client Communication: Prepare compelling, client-facing materials that clearly depict asset allocation strategies, portfolio and risk analytics, historical performance, and insightful economic and market reviews, enhancing client understanding and engagement.
• Rigorous Investment Due Diligence: Conduct thorough due diligence on internal and third-party investment opportunities across public and private markets, ensuring all recommendations meet high standards of quality and suitability.
• Market Insight Synthesis & Communication: Synthesize complex research into clear, actionable insights and effectively communicate the firm’s strategic views to clients, enabling informed decision-making.
• Business Development & Growth: Support business development by conducting in-depth research on qualified prospects and tracking relevant capital raises, contributing to expanding the client base.
• Trade Execution & Market Access: Facilitate the execution of trades across a diverse range of products (equities, equity options, fixed income, currencies), ensuring seamless market access and efficient processing.
• Seamless Client Onboarding: Plan and manage the new account onboarding process, ensuring a smooth, efficient, and positive client experience.
• Client Reporting & Digital Engagement: Provide comprehensive overviews of client reporting capabilities and web functionalities to potential new clients, showcasing commitment to transparency and digital solutions.

Skills & Experience We Are Looking For

We are seeking a highly driven and intellectually curious professional with a profound passion for financial markets and a commitment to delivering exceptional client service. The ideal candidate will thrive in a fast-paced, collaborative environment, bringing a blend of analytical rigor, strong communication, and commercial acumen.

• Academic Foundation: Possess a bachelor’s degree from an accredited institution, providing a strong analytical and conceptual foundation for a career in finance.
• Dynamic Environment Adaptability: Demonstrate the ability to excel in a fast-paced, high-pressure environment, maintaining clarity of thought under demanding circumstances.
• Market Acumen & Investment Instinct: Show strong interest in the financial markets with sound investment sense and commercial instinct to identify opportunities and navigate complexities.
• Collaborative & Agile Team Player: Effectively multi-task and collaborate with colleagues across the Firm, fostering a cohesive and productive work environment.
• Exceptional Communication Skills: Possess strong verbal and written communication skills to articulate complex financial concepts clearly and persuasively.
• Organizational & Interpersonal Excellence: Demonstrate strong organizational skills, meticulous attention to detail, and strong interpersonal abilities to build rapport and manage relationships.
• Essential Certifications: Hold or be prepared to obtain within three months of employment the SIE, Series 3, 7, and 63 licenses, demonstrating commitment to regulatory compliance and foundational securities knowledge.

About Goldman Sachs

At Goldman Sachs, we commit to our people, capital and ideas to help our clients, shareholders and the communities we serve grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our workplace and beyond, ensuring every individual has opportunities to grow professionally and personally, from training and development opportunities to firmwide networks, benefits, wellness and personal finance offerings. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more at: https://www.goldmansachs.com/careers/footer/disability-statement.html

Salary Range

The expected base salary for this New York, NY-based position is $75,000–$125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings. A summary of these offerings, generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.