Private Wealth Analyst: Strategy & Client Impact

Goldman Sachs

Genf

Hybrid

CHF 100,000 - 150,000

Full time

10 days ago

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Job summary

Goldman Sachs Private Wealth Management in Geneva seeks a Financial Analyst to support wealth management strategies for PWM clients. You will assist with portfolio analysis, market research and client servicing, while working with Private Wealth Advisors to implement investment ideas and asset allocation decisions.

Proactive, detail-oriented professionals with strong communication skills and the ability to manage multiple projects in a fast-paced environment will thrive in this role.

Qualifications

  • French or Italian language skills considered beneficial.
  • Experience working in a relevant field preferred.
  • MS Office proficiency (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.

Responsibilities

  • Work closely with Private Wealth Advisors to support wealth management strategies for PWM clients.
  • Develop and prepare marketing presentations for prospective clients covering equity, fixed income, and alternatives.
  • Analyze equity and fixed income portfolios for risk and return characteristics.
  • Research internal and external investment vehicles for client asset allocation.
  • Keep abreast of events in financial markets and relay GS research and market views to Advisors.
  • Collaborate with product groups within Investment Management to respond to client needs.
  • Assist with trading and provide client service and team support.

Skills

French language (beneficial)
Strong communication
Team player
Highly organized
Attention to detail
Multi-project management
Fast-paced work
Independent judgment
Relationship building

Tools

MS Office

Job description

Goldman Sachs Private Wealth Management in Geneva seeks a Financial Analyst to support wealth management strategies for PWM clients. You will assist with portfolio analysis, market research and client servicing, while working with Private Wealth Advisors to implement investment ideas and asset allocation decisions.

Proactive, detail-oriented professionals with strong communication skills and the ability to manage multiple projects in a fast-paced environment will thrive in this role.

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