Senior Analyst, Private Wealth Management & Client Ops

SRI Conference; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Goldman Sachs PWM specialists deliver comprehensive wealth plans for ultra high net worth individuals and select institutions, coordinating with Private Wealth Advisors to support client portfolios and service needs.

The Wealth Management team focuses on onboarding, risk assessment, asset allocation and reporting, ensuring smooth trade execution and ongoing relationship management across diverse product lines.

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 in autonomous, yet collaborative environment.
• 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.
• SIE, Series 3, 7 and 63 (must be obtained within three months of employment).

Responsibilities

• Work closely with Private Wealth Advisors to assist with relationship management for high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.
• Prepare client-facing materials depicting asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews.
• Help execute, process, and reconcile trades on behalf of clients in a variety of products including equities, equity options, fixed income, and currencies.
• Leverage your operational background and experience to contribute to a growing business.
• Work closely with Private Wealth Advisors to support their PWM clients.
• Identify opportunities for and coordinate wealth advisory services within client base.
• Manage advisory business implementation and rebalancing.
• Manage cash balances and private banking services in accounts.
• Serve as a key liaison to other areas supporting the PWM Business.
• Plan and manage new account on boarding process.
• Provide overview of client reporting and web capabilities to potential new clients.

Skills

Bachelor's degree

Client service

Communication

Organization

Multi-tasking

Written communication

SIE, Series 3, 7 and 63

Education

Bachelor's degree

Job description

Goldman Sachs PWM specialists deliver comprehensive wealth plans for ultra high net worth individuals and select institutions, coordinating with Private Wealth Advisors to support client portfolios and service needs.

The Wealth Management team focuses on onboarding, risk assessment, asset allocation and reporting, ensuring smooth trade execution and ongoing relationship management across diverse product lines.