Strategic Wealth Allocation Analyst

Goldman Sachs (lateral)

Salt Lake City (UT)

On-site

USD 90,000 - 120,000

Full time

5 days ago

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Job summary

Goldman Sachs is seeking an Analyst (with Associate level considered) to contribute to the Systematic Wealth Transfer strategy within the Investment Strategy Group. The role involves collaborating with Private Wealth Management to optimize wealth transfer for high-net-worth clients and supporting client solutions projects and market research.

The successful candidate will demonstrate analytical ability, attention to detail, creativity, and strong communication while multitasking across projects

Qualifications

Bachelor's degree is required.
Interest in or professional experience on estate planning solutions involving trusts.
Excellent communication skills to explain complex concepts clearly.
Strong interpersonal skills and a passion to engage with clients.
Attention to detail and ability to handle multiple concurrent projects.

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

Strong interpersonal skills

Attention to detail

Multiple project management

Excellent communication

Collaborative and teamwork

Independent thinking

Think outside the box

Education

Bachelor's degree required

Tools

Excel

PowerPoint

Job description

The successful candidate will demonstrate analytical ability, attention to detail, creativity, and strong communication while multitasking across projects

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