Private Wealth Investment Associate

Goldman Sachs; West Palm Beach (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Goldman Sachs Private Wealth Management (PWM) seeks a highly experienced Investment Professional to support PWAs in serving ultra-high net worth clients. You will help with portfolio construction, asset allocation and client communications.

This role requires at least 5 years in investment management or related fields, strong leadership, and the ability to multi-task in a fast-paced firm.

Qualifications

• Bachelor’s degree required; CPA/JD/MBA welcome.
• 5+ years of investment management or related experience.
• Strong leadership and track record of achievement.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in financial markets with good investment sense.
• Capable of multi-tasking with multiple desks across the Firm.
• Excellent verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Detail-oriented and highly organized.
• Strong financial modeling and presentation skills.
• SIE, Series 3, 7 and 63 must be obtained within three months.
• CFA Charter and/or CFP sponsorship encouraged.

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.

Skills

Leadership

Work under pressure

Financial markets knowledge

Multi-tasking

Communication skills

Organizational skills

Detail-oriented

Financial modeling

Presentation skills

SIE/Series licenses

CFA/ CFP encouraged

Education

Bachelor’s degree

CPA

JD

MBA

Job description

Goldman Sachs Private Wealth Management (PWM) seeks a highly experienced Investment Professional to support PWAs in serving ultra-high net worth clients. You will help with portfolio construction, asset allocation and client communications.

This role requires at least 5 years in investment management or related fields, strong leadership, and the ability to multi-task in a fast-paced firm.