UHNW Private Bank Lending Advisor

Goldman Sachs Group; Los Angeles (CA); Hybrid; USD 75,000 - 160,000; Full time

Benefits offered by this job

Competitive benefits

Comprehensive health & wellness

Vacation & work-life balance

Job summary

Goldman Sachs in Los Angeles, CA is seeking an Associate/Jr. VP to support the Private Bank Regional Lending Advisor platform, evaluating lending opportunities and coordinating deal execution with PWM coverage teams.

The role emphasizes collaboration with senior Advisors, Underwriting and risk partners to develop tailored lending solutions and deliver high-quality analyses. You will prepare preliminary analyses, client materials and transaction summaries; participate in meetings to articulate

Qualifications

• 5+ years’ experience in lending, credit analysis, commercial banking, private banking, wealth management or related financial services role.
• Working knowledge of UHNW lending, credit analysis and client-service dynamics; exposure to CRE financing preferred.
• Familiarity with securities-based lending, structured lending, private equity or other asset classes preferred.
• Ability to analyze financial statements, collateral and credit requests with strong attention to detail and judgment.
• Excellent oral and written communication skills, including the ability to prepare clear, polished materials for advisors, clients and internal stakeholders.

Responsibilities

• Build and maintain strong internal relationships with PWAs, Regional Lending Advisors, Underwriting and control partners to support lending activity.
• Identify potential lending opportunities and prepare preliminary analysis, client/advisor materials and transaction summaries.
• Participate in prospect and client meetings with PWAs and senior Lending Advisors; articulate Goldman Sachs Private Bank capabilities and follow up on next steps.
• Assist in pre-screening lending requests, gathering documentation and coordinating early-stage opportunity assessment.
• Partner with the US Underwriting team on credit memo preparation, financial analysis, diligence requests and overall portfolio and risk management.
• Track pipeline, outstanding diligence items, approvals and closing deliverables to support timely execution.
• Monitor assigned portfolio items, identify potential risk indicators and escalate at-risk or default situations to senior team members.
• Ensure effective and consistent compliance with credit, regulatory and control procedures.
• Communicate clearly with PWAs, internal stakeholders and clients to manage expectations and drive follow-through.

Skills

Communication skills

Credit analysis

Financial analysis

Attention to detail

Cross-functional collaboration

Education

Series 7

Series 63

SIE

Job description

Goldman Sachs in Los Angeles, CA is seeking an Associate/Jr. VP to support the Private Bank Regional Lending Advisor platform, evaluating lending opportunities and coordinating deal execution with PWM coverage teams.

The role emphasizes collaboration with senior Advisors, Underwriting and risk partners to develop tailored lending solutions and deliver high-quality analyses. You will prepare preliminary analyses, client materials and transaction summaries; participate in meetings to articulate