Private Wealth Management: Senior Analyst, Client Strategy

Goldman Sachs; Miami (FL); On-site; USD 95,000 - 150,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking a Wealth Management Professional to support Private Wealth Advisors in onboarding high net worth clients and managing portfolios. The role focuses on client service, data-driven analysis, and operational excellence across asset classes, including equities and fixed income.

You will collaborate with multiple desks, prepare reports, reconcile trades, and help deliver customized strategies leveraging Goldman Sachs' global platform.

Qualifications

• Bachelor's degree required.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in client service.
• Self-motivated and able to work autonomously yet collaboratively with colleagues across desks.

Responsibilities

• Work closely with Private Wealth Advisors to assist with relationship management for high net worth clients and families.
• Prepare client-facing materials depicting asset allocation, portfolio and risk analytics, and market reviews.
• Process and reconcile trades across equities, equity options, fixed income, and currencies.
• Support PWM clients through onboarding, cash management, and private banking needs.
• Coordinate wealth advisory services within the client base and plan new account onboarding.

Skills

Verbal communication

Written communication

Multi-tasking

Autonomous work style

Pressure handling

Education

Bachelor's degree

Job description

Goldman Sachs Wealth Management is seeking a Wealth Management Professional to support Private Wealth Advisors in onboarding high net worth clients and managing portfolios. The role focuses on client service, data-driven analysis, and operational excellence across asset classes, including equities and fixed income.

You will collaborate with multiple desks, prepare reports, reconcile trades, and help deliver customized strategies leveraging Goldman Sachs' global platform.