Asset & Wealth Management, Private Wealth Management, APEX, Analyst, New York

Goldman Sachs; New York (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Goldman Sachs seeks a dedicated Analyst in Asset & Wealth Management to connect with top tier clients and source investment opportunities. This role involves fostering relationships and leveraging expertise in private markets while focusing on driving financial solutions for high-net-worth individuals and family offices. The ideal candidate will demonstrate strong communication and organizational skills, alongside a solid understanding of financial markets.

Qualifications

• At least 2 years of relevant experience in investment banking or wealth management.
• Detail-oriented and skills in fast-paced environments.
• SIE, Series 7 and 63 preferred.

Responsibilities

• Source and deliver bespoke investment products to clients.
• Manage client events and product development.
• Communicate investment opportunities to clients.

Skills

Financial markets understanding

Communication

Organization

Interpersonal skills

Education

Bachelor's Degree

Tools

Excel

Power Point

CRM

Job description

Asset & Wealth Management, Private Wealth Management, Apex, Analyst, New York

Join to apply for the Asset & Wealth Management, Private Wealth Management, Apex, Analyst, New York role at Goldman Sachs

Asset & Wealth Management, Private Wealth Management, Apex, Analyst, New York

Join to apply for the Asset & Wealth Management, Private Wealth Management, Apex, Analyst, New York role at Goldman Sachs

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YOUR IMPACT

We are looking for a hard-working, organized and client-friendly individual with strong communication skills who will be able to utilize expertise in private markets to drive conversations and cultivate relationships with the firm’s largest family offices, while also expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions. The individual will help to source and champion differentiated investment opportunities across asset classes and deal structures, with an emphasis on private and growth equity, venture capital, structured credit and real estate.

Job Description

YOUR IMPACT

We are looking for a hard-working, organized and client-friendly individual with strong communication skills who will be able to utilize expertise in private markets to drive conversations and cultivate relationships with the firm’s largest family offices, while also expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions. The individual will help to source and champion differentiated investment opportunities across asset classes and deal structures, with an emphasis on private and growth equity, venture capital, structured credit and real estate.

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Apex Team

Apex is the dedicated family office business that partners with Private Wealth Advisors to deliver specialized coverage of the Firm’s premier and sophisticated family office clients across the globe. The team leverages an extensive cross-divisional network to deliver unique investment opportunities, the best intellectual capital, private market expertise and differentiated deal flow sourced from across GS and a deep network of partners. Given Goldman Sach’s premier Global Investment Banking franchise and leading alternatives platform, the team sits at the heart of significant efforts aimed at bringing some of the most differentiated solutions to this growing and sophisticated investor base.

How You Will Fulfill Your Potential

• Develop connectivity within the Firm to source and deliver differentiated and bespoke private equity, fixed income and alternative investment products to clients
• Work closely on business development initiatives including managing client-related events, spearheading product development, improving sourcing channels, and creating scalable solutions
• Champion select investments through due diligence committee and review processes internally
• Develop a comprehensive understanding of clients' interests and preferences in order to effectively ensure customized execution
• Communicate investment opportunities with sales teams and directly to Apex clients
• Prepare business reviews and strategic updates for senior leadership
  
  

Skills & Experience We’re Looking For

• Bachelor’s Degree Required
• Demonstrated orientation toward and interest in understanding financial markets with at least 2 years of relevant industry experience; preferably related to investment banking, private or growth equity or wealth and asset management
• Highly organized and detail-oriented with ability to work in a fast-paced environment
• Excellent interpersonal skills and desire to work in a team-oriented environment
• Demonstrated history of commercial prowess and success
• Ability to excel in a strategic and entrepreneurial business
• SIE, Series 7 and 63 preferred (within 3 months)
• Strong proficiency in Excel, Power Point and CRM
  
  

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

The Goldman Sachs Group, Inc., 2025. All rights reserved.

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.

Salary Range

The expected base salary for this New York, New York, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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