Private Wealth Financial Analyst: Markets & Clients

Goldman Sachs Group, Inc.; Troy (MI); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Goldman Sachs in Detroit is seeking a Financial Analyst to support Private Wealth Management. You will monitor portfolios, analyze asset allocations, and assist PWAs in delivering tailored investment guidance.

Candidates should have a Bachelor's degree and be prepared to obtain SIE, Series 7 and 63 within three months. The role emphasizes client service, strong communication, and collaboration across teams.

Qualifications

• Bachelor's degree required.
• Ability to work in a fast-paced environment and think clearly under pressure.
• SIE, Series 7 and 63 required (must be obtained within three months of employment)

Responsibilities

• Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients.
• Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas.
• Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm’s strategic views.
• Prepare client-facing materials depicting asset allocation and performance.
• Diligence internal and third-party investment opportunities across the public and private markets.
• Synthesize research material and communicate firm views to clients.
• Support business development efforts by researching qualified prospects and tracking relevant capital raises.

Skills

SIE

Series 7

Series 63

Strong communication

Bachelor's degree

Education

Bachelor's Degree

Job description

Goldman Sachs in Detroit is seeking a Financial Analyst to support Private Wealth Management. You will monitor portfolios, analyze asset allocations, and assist PWAs in delivering tailored investment guidance.

Candidates should have a Bachelor's degree and be prepared to obtain SIE, Series 7 and 63 within three months. The role emphasizes client service, strong communication, and collaboration across teams.