Private Wealth Management, Financial Analyst, Analyst, Stockholm

Goldman Sachs; Stockholms kommun; On-site; SEK 400,000 - 600,000; Full time

Job summary

Goldman Sachs in Stockholms län is looking for a Financial Analyst to support Private Wealth Management. Responsibilities include analyzing portfolios, developing client presentations, and executing trades.

The ideal candidate will hold a Bachelor’s degree, have 1-2 years of relevant experience, and possess strong MS Office skills. Proficiency in Swedish or another Scandinavian language is essential for this role.

Qualifications

• 1-2 years of experience in a relevant field preferred.
• Team player with positive attitude and strong work ethic.
• Ability to adapt quickly to a variety of industries.

Responsibilities

• Work closely with Private Wealth Advisors.
• Develop marketing presentations for prospective clients.
• Analyze equity and fixed income portfolios.
• Execute portfolio rebalancing tasks.
• Research investment vehicles for asset allocation.

Skills

Swedish or other Scandinavian native language skills

MS Office (Excel, PowerPoint, Word, Outlook)

Strong communication skills (written and verbal)

Ability to manage multiple projects

Highly organized with attention to detail

Education

Bachelor’s degree

Job description

OUR IMPACT

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 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
• Swedish or other Scandinavian native language skills are required
• 1‑2 years 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

EEO STATEMENT

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.