Private Wealth Management, Financial Analyst, Analyst, London

Private Wealth Management, Financial Analyst, Analyst, London

London Full-Time 50000 - 70000 £ / year (est.) Home office (partial)
Goldman Sachs Group, Inc.

At a Glance

  • Tasks: Support high net worth clients with tailored investment strategies and portfolio management.
  • Company: Join Goldman Sachs, a leader in Private Wealth Management.
  • Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
  • Other info: Fast-paced environment with opportunities to collaborate with senior management.
  • Why this job: Make a real impact on clients' financial futures while developing your skills in finance.
  • Qualifications: Bachelor's degree and proficiency in MS Office; relevant experience preferred.

The predicted salary is between 50000 - 70000 £ per year.

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.

Financial Analysts provide 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.

How you will fulfill your potential:

  • Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
  • Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
  • Analyze equity and fixed income portfolios for risk and return characteristics
  • Execute portfolio rebalancing
  • Research internal and external investment vehicles for client asset allocation
  • Keep abreast of the latest events in the financial markets
  • Relay GS research and market views to Private Wealth Advisors
  • Work in conjunction with various product groups within Investment Management to respond to client needs
  • Assist with trading and provide client service and team support

REQUIREMENTS:

  • Bachelor's degree
  • Fluent English is necessary for this role
  • Experience working in a relevant field preferred
  • 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

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Private Wealth Management, Financial Analyst, Analyst, London employer: Goldman Sachs Group, Inc.

Goldman Sachs is an exceptional employer, offering a dynamic work environment in the heart of London where financial analysts can thrive. With a strong emphasis on employee growth and development, the company provides access to innovative investment strategies and a collaborative culture that fosters teamwork and professional advancement. Employees benefit from competitive compensation packages, comprehensive training programmes, and the opportunity to engage with high net worth clients, making it a rewarding place for those seeking meaningful careers in private wealth management.

Goldman Sachs Group, Inc.

Contact Details:

Goldman Sachs Group, Inc. Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Wealth Management, Financial Analyst, Analyst, London

Tap into Campus Networks

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Get Certified

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We think you need these skills to ace Private Wealth Management, Financial Analyst, Analyst, London

Relationship Management
Portfolio Analysis
Asset Allocation
Investment Research
Financial Market Analysis
Trade Execution
Marketing Presentation Development

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Goldman Sachs Group, Inc..

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Goldman Sachs Group, Inc.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Goldman Sachs Group, Inc.

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Goldman Sachs Group, Inc..

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Goldman Sachs Group, Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Goldman Sachs Group, Inc. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.