Trust Analyst, Private Wealth & Discretionary Trusts

Goldman Sachs; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Healthcare plan

Retirement plan

On-site health centers

Fitness programs

Family care programs

Educational assistance

Job summary

Goldman Sachs Trust Company (GSTC), part of Goldman Sachs Private Wealth Management, seeks a Trust Analyst on its Investment Team in New York. The role supports discretionary trust asset management, portfolio proposals, and execution of investment trades for ultra‑high‑net‑worth clients.

Ideal candidates have 0–3 years of experience, strong MS Office skills, and the ability to work in a fast-paced environment while maintaining client‑confidential information with discretion.

Qualifications

• 0–3 years of prior work experience in a relevant field.
• Proficient to advanced MS Office (Excel, PowerPoint, Word, Outlook).
• Highly organized with exceptional attention to detail and follow-through.
• Strong ability to manage multiple projects with competing deadlines.
• Team player with positive attitude and strong work ethic.
• Strong communication skills (written and verbal).
• Ability to work in a fast-paced environment.
• Strong analytical ability.
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information.
• Series 7 and 66 required (must be obtained within three months of employment)

Responsibilities

• Oversee management of discretionary trust assets for GSTC clients.
• Create portfolio rebalancing proposals for GSTC discretionary trusts.
• Coordinate investment implementation and rebalancing (e.g. trade entry, opening separately managed accounts).
• Execute, process and reconcile trading and other investment-related transactions.
• Analyze equity, fixed income and alternative investment portfolios for risk and return characteristics.
• Research internal and external investment vehicles for client asset allocations.
• Work with Asset & Wealth Management product groups to respond to client needs.
• Keep abreast of market events and GS research and relay to Investment Officer and team.
• Participate in ad-hoc projects for the Investment Team and GSTC.
• Prepare weekly/monthly management reports and regulatory reports.
• Assist with onboarding and transition of new GSTC discretionary relationships.

Skills

MS Office proficiency

Attention to detail

Multi‑project management

Strong communication

Fast‑paced environment

Analytical ability

Discretion with confidential info

Job description

Goldman Sachs Trust Company (GSTC), part of Goldman Sachs Private Wealth Management, seeks a Trust Analyst on its Investment Team in New York. The role supports discretionary trust asset management, portfolio proposals, and execution of investment trades for ultra‑high‑net‑worth clients.

Ideal candidates have 0–3 years of experience, strong MS Office skills, and the ability to work in a fast-paced environment while maintaining client‑confidential information with discretion.