Private Wealth Management, Financial Analyst, Analyst, Geneva Geneva · Switzerland · Analyst

Goldman Sachs; Genf; Hybrid; CHF 100,000 - 150,000; Full time

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

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.

YOUR IMPACT

Financial Analystsprovide 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
• 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

• French or Italian language skills considered beneficial
• 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 judgmentsAbility 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.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. 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: https://www.goldmansachs.com/careers/footer/disability-statement.html

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.