Wealth Strategy Analyst for High‑Net‑Worth Clients

Helping clients navigate markets to support their investment goals. Individuals across these teams have strong communication, integrity, time management and problem‑solving skills. It is also key for these colleagues to embody a client‑first mentality, exercising good judgment, tact and diplomacy when interacting with clients, executives and other levels of management. If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset.

DIVISIONS AND JOB FUNCTIONS

• Private Wealth Management (PWM) Secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long‑term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
• Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients.
• PWM Financial Analyst provides relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad‑based understanding of the asset management business.
• Ayco, A Goldman Sachs Company Partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50‑year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees.
• Global Markets Division Enables our clients to buy and sell financial products, raise funding and manage risk. We make markets and facilitate client transactions in fixed income, equity, currency and commodity products.
• Investment Banking Division Works on some of the most complex financial challenges and transactions in the market today.
• Industry Group Coverage Banking works in developed and emerging markets worldwide to deliver banking services for a wide range of industries.
• Financing Group Coverage Banking sits within a dynamic, market‑driven environment, our teams work closely with corporate clients, pension funds, financial sponsors and governments to structure and execute some of the largest and most complex financing and risk management solutions.

BASIC QUALIFICATIONS

• Bachelor’s degree (2018 – June 2022)
• 0-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow‑through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast‑paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self‑direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to 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.