Trust Analyst, Private Wealth Management

SRI Conference; New York (NY); Presencial; USD 70.000 - 120.000; Jornada completa

Descripción de la vacante

Goldman Sachs GSTC is seeking a Trust Analyst to join the Investment Team in New York. The role focuses on managing discretionary trust assets, creating rebalancing proposals, and coordinating trade execution across asset classes.

You will collaborate with the Investment Officer, research investment vehicles, and produce regular reports while supporting onboarding of new discretionary relationships. Series 7/66 required within three months.

Formación

• Bachelor's degree or equivalent required.
• 0-3 years of relevant work experience.
• Proficient with MS Office (Excel, PowerPoint, Word, Outlook).
• Highly organized with meticulous attention to detail.
• Ability to manage multiple projects with deadlines.
• Team player with a strong work ethic and positive attitude.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment.
• Strong analytical ability.
• Discretion with confidential information; commercially savvy.
• Series 7 and 66 required within three months of employment.

Responsabilidades

• Oversee discretionary trust assets with the Investment Officer.
• Create portfolio rebalancing proposals for GSTC trusts.
• Coordinate investment implementation and rebalancing activities.
• Execute, process, and reconcile trading and related transactions.
• Analyze equity, fixed income and alternatives for risk/return.
• Research internal and external investment vehicles for client allocations.
• Collaborate with Asset & Wealth Management product groups to meet client needs.
• Stay informed on market events and GS research; relay insights to the team.
• Participate in ad-hoc Investment Team and GSTC projects.
• Prepare weekly/monthly management and regulatory reports.
• Assist onboarding and transition of new discretionary relationships.

Conocimientos

0-3 years experience

Attention to detail

Project management

Team work

Communication skills

Fast-paced environment

Analytical skills

Discretion & confidentiality

Series 7/66

Educación

Bachelor's degree

Herramientas

MS Office Suite

Descripción del empleo

Goldman Sachs GSTC is seeking a Trust Analyst to join the Investment Team in New York. The role focuses on managing discretionary trust assets, creating rebalancing proposals, and coordinating trade execution across asset classes.

You will collaborate with the Investment Officer, research investment vehicles, and produce regular reports while supporting onboarding of new discretionary relationships. Series 7/66 required within three months.