Wealth Management, Financial Analyst, Associate, London

TN United Kingdom; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Financial Analyst to join their Private Wealth Management team in London. This role involves supporting wealth management strategies for high-net-worth clients, analyzing portfolios, and conducting market research. The ideal candidate will have strong communication and analytical skills, along with proficiency in MS Office. Join a dynamic team committed to delivering exceptional client service and innovative investment solutions, while thriving in a fast-paced environment that fosters professional growth and collaboration.

Qualifications

• 2-4 years of experience in finance or related field.
• Proficient in MS Office with strong analytical skills.

Responsibilities

• Support Private Wealth Advisors in managing client portfolios.
• Analyze investment strategies and market trends.

Skills

MS Office (Excel, PowerPoint, Word, Outlook)

Communication Skills

Time Management

Problem-Solving

Attention to Detail

Team Collaboration

Education

Bachelor’s Degree

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

3af9cf75d53c

Job Views:

11

Posted:

01.05.2025

Expiry Date:

15.06.2025

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Job Description:

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.

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.

PWM 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
• 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

BASIC QUALIFICATIONS

• 2-4 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, 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.

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 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 /careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.