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Associate, Business Development Professional with Goldman Sachs & Co. LLC in Miami, Florida. Work alongside private wealth advisors to support and implement wealth management strategies for clients in Latin America and Florida. Develop and prepare marketing presentations for prospective clients, and source new clients through cold outreach in both English and Spanish. Analyze investment portfolios for risk and return characteristics. Execute portfolio rebalancing and trades. Research internal and external investment vehicles for client asset allocation, specifically related to their location, whether in the US or in Latin America. Serve as team's client relationship management system expert. Participate in team's prospective client meetings and follow up as appropriate for clients in Latin America and the US. Guide new business team meetings and associated action items. Relay research and market views to private wealth advisors, clients, and prospective clients, specifically tailoring them to their respective locations in Latin America or the US. Liaise with various product groups to respond to client needs, tailoring the approach to the client's specific needs depending on location.
The Goldman Sachs Group, Inc., 2026. 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, veteran status, disability, or any other characteristic protected by applicable law.