Private Wealth & Family Office Analyst

Goldman Sachs

New York (NY)

On-site

USD 90,000 - 140,000

Full time

14 days+
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Job summary

Goldman Sachs Private Wealth Management seeks an Analyst to work closely with Private Wealth Advisors to deliver tailored wealth planning and investment services to high net worth clients.

You will support client lifecycle from outreach to ongoing relationship management, develop investment strategies, and collaborate with vendors to enhance the PWM offering while maintaining the firm’s high standards of integrity and client service.

Qualifications

  • Bachelor’s degree required; securities industry knowledge preferred.
  • Experience in wealth management or family-office services is a plus.
  • Strong written and verbal communication skills with client focus.

Responsibilities

  • Serve as primary contact for Lifestyle Services across PWA teams and clients.
  • Identify opportunities, drive best practices, and ensure high-quality service.
  • Build trusted advisor relationships with clients and key stakeholders.
  • Collaborate with PWM teams to manage client lifecycle and vendor partnerships.
  • Support development of new service offerings and launches.

Skills

Client facing
Communication
Analytical
Attention to detail
Financial markets
Team collaboration
Integrity
Accountability
Pressure management
Client service

Education

Bachelor’s Degree
SIE
Series 7 & 63

Job description

Goldman Sachs Private Wealth Management seeks an Analyst to work closely with Private Wealth Advisors to deliver tailored wealth planning and investment services to high net worth clients.

You will support client lifecycle from outreach to ongoing relationship management, develop investment strategies, and collaborate with vendors to enhance the PWM offering while maintaining the firm’s high standards of integrity and client service.

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