Private Wealth Strategy Analyst - Asset Allocation & Transfer

SRI Conference; Salt Lake City (UT); On-site; USD 90,000 - 120,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking an Analyst to join the Systematic Wealth Transfer effort within the Investment Strategy Group, supporting high-net-worth clients with efficient wealth transfer strategies. The role may also contribute to client solutions projects and investment research.

This position requires patience, creativity, strong communication, attention to detail, and the ability to multitask while collaborating with teams across the firm.

Qualifications

• Bachelor's degree required.
• Experience with estate planning solutions involving trusts.
• Strong Excel and PowerPoint skills.
• Excellent communication skills, especially the ability to explain complex technical concepts in simple terms.
• Strong interpersonal skills and a passion to engage with clients.
• Attention to detail, patience, and ability to handle multiple concurrent projects.
• Collaborative and teamwork-oriented.
• Independent, logical, and critical thinking, with the willingness to constantly think outside of the box.
• SIE, Series 7 and 63 required (must be obtained within three months of employment).

Responsibilities

• Demonstrate strong analytical and technical skills.
• Deliver timely, thoughtful, and flawless executions.
• Interact with the firm's current and prospective clients.
• Show a keen interest in understanding the financial markets.
• Coordinate with other teams across Goldman Sachs.
• Initiate and assist on investment research efforts.

Skills

Estate planning

Communication

Interpersonal skills

Attention to detail

Teamwork

Critical thinking

SIE

Series 7

Series 63

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Goldman Sachs Wealth Management is seeking an Analyst to join the Systematic Wealth Transfer effort within the Investment Strategy Group, supporting high-net-worth clients with efficient wealth transfer strategies. The role may also contribute to client solutions projects and investment research.

This position requires patience, creativity, strong communication, attention to detail, and the ability to multitask while collaborating with teams across the firm.