Private Wealth Investment Associate

The Goldman Sachs Group

New York (NY)

On-site

USD 85,000 - 160,000

Full time

14 days+

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Job summary

The Goldman Sachs Group, in New York, seeks a Senior Private Wealth Investment professional to support PWAs, construct client portfolios, and deliver tailored investment strategies for ultra‑high net worth clients. You will collaborate with PWAs to execute strategic asset allocations and provide ongoing market analyses.

Ideal candidates bring 2–5 years in investment management or related fields, strong communication, and a track record of leadership.

Qualifications

Bachelor's degree required (CPA, JD, or MBA degrees welcome)
2-5 years of investment management, investment banking or comparable experience
Strong leadership skills and record of demonstrated achievement
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in the financial markets and good investment sense/commercial instinct
Ability to multi-task and work with numerous colleagues and desks across the Firm
Strong verbal and written communication skills
Strong organizational and interpersonal skills
Detailed-oriented and highly organized
Strong financial modeling and presentation skills
SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

Responsibilities

Act as the 'Chief Investment Officer' of the PWM team, exhibiting expertise across asset classes and investment vehicles
Develop relationships with clients and act as the primary point of contact for account related questions
Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes
Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance
Lead or participate in cross-functional group projects to improve quality and efficiency within the PWM team
Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts
Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure