Asset & Wealth Management, Wealth Management Finance, Analyst - New York New York · · Analyst

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

Job summary

A leading global investment banking firm is seeking an Analyst for its Wealth Management Finance team in New York. The role involves analyzing financial processes, preparing business unit financial statements, and supporting budgeting and forecasting efforts. Ideal candidates will have strong analytical skills, experience in financial services, and a Bachelor's degree, with advanced degrees preferred. The position offers a competitive salary and comprehensive benefits.

Benefits

Healthcare

Medical Insurance

Generous Vacation Policies

Financial Wellness Programs

Retirement Planning

On-site Fitness Centers

Child Care

Family Care Support

Qualifications

• 1 year experience in financial planning, analysis, and reporting.
• Strong quantitative and analytical skills.
• Experience with large datasets and budgeting tools.

Responsibilities

• Prepare financial statements and analyze revenues and expenses.
• Participate in budgeting and forecasting for Wealth Management.
• Develop financial projections and scenario analyses.

Skills

Analytical Skills

Communication Skills

Project Management

Leadership

Education

Bachelor's Degree

Advanced Degree in Accounting or Finance

Tools

Essbase

Anaplan

Job description

Asset & Wealth Management, Wealth Management Finance, Analyst - New York, NY

YOUR IMPACT

The Wealth Management Finance team is seeking an analytically-minded, creative, and energetic Analyst to join us. In this role, you will apply your analytical skills to drive financial processes across various businesses and regions within Wealth Management.

OUR IMPACT

Wealth Management

Goldman Sachs helps empower clients worldwide to reach their financial goals through our advisor-led wealth management services, including financial planning, investment management, banking, and comprehensive advice for a diverse client base, such as high net worth individuals, family offices, foundations, endowments, and corporations. Our digital solutions aim to enhance how our clients spend, borrow, invest, and save. Our growth is driven by a focus on our people, clients, and innovative technology, data, and design.

HOW YOU WILL FULFILL YOUR POTENTIAL

1. Prepare business unit financial statements, analyzing revenues, expenses, and margins across Wealth Management businesses.
2. Participate in budgeting and forecasting for all Wealth Management businesses.
3. Develop financial projections and scenario analyses for new and existing products and businesses.
4. Provide insights on business performance through reporting and analyzing historical P&L and balance sheet trends.
5. Support internal and external disclosures by shaping the financial narrative of Wealth Management businesses.
6. Improve management financial reporting efficiency through automation initiatives.
7. Develop CCAR stress testing projection results.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor's degree required; advanced degrees preferred in accounting, finance, or related fields.
• At least 1 year of experience in financial planning, analysis, and reporting within financial services.
• Strong quantitative and analytical skills.
• Experience working with large datasets and budgeting tools such as Essbase and Anaplan is preferable.
• Excellent project management skills; self-driven with the ability to work independently and cross-functionally.
• Effective communication and presentation skills, with the ability to highlight broader commercial and strategic impacts.
• Leadership qualities, motivation, and relationship-building skills with internal stakeholders.

ABOUT GOLDMAN SACHS

Founded in 1869, Goldman Sachs is a leading global investment banking, securities, and investment management firm headquartered in New York, with offices worldwide. We are committed to fostering diversity and inclusion, providing professional growth opportunities, and offering comprehensive benefits. Learn more at GS.com/careers.

We are dedicated to accommodating candidates with disabilities during our recruiting process. More information can be found at https://www.goldmansachs.com/careers/footer/disability-statement.htl.

Goldman Sachs is an equal opportunity employer, welcoming applicants regardless of race, color, religion, sex, national origin, age, veteran status, disability, or other protected characteristics.

Salary Range

The base salary range for this position in New York, NY, is $75,000 to $125,000, plus potential discretionary bonuses based on performance.

Benefits

Our benefits include healthcare, medical insurance, generous vacation policies, financial wellness programs, retirement planning, health services, on-site fitness centers, child care, and family care support. For more details, visit our benefits page.