Wealth Growth Associate — LATAM & US Markets

Goldman Sachs Group, Inc.; Miami (FL); On-site; USD 85,000 - 130,000; Full time

Job summary

Goldman Sachs Group, Inc. in Miami, FL seeks an Associate, Business Development Professional to support private wealth advisors across Latin America and Florida.

You will craft marketing presentations for prospective clients and originate new relationships through outbound outreach in English and Spanish. You will analyze client portfolios for risk and return, execute rebalances and trades, and research investment vehicles to tailor asset allocation by location.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or related field.
• Two years of experience in financial markets or investment analytics.
• Experience presenting complex financial information to clients in English and Spanish.

Responsibilities

• Support private wealth advisors to implement wealth management strategies.
• Develop marketing presentations for prospective clients.
• Source new clients through cold outreach in English and Spanish.
• Analyze portfolios for risk and return characteristics.
• Execute portfolio rebalancing and trades.
• Tailor research and market views to Latin America and US locations.

Skills

Fluent English

Fluent Spanish

Communication skills

Presentation skills

Client-facing experience

Education

Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or related field

Tools

Bloomberg

Refinitiv

Excel

PowerPoint

Job description

Goldman Sachs Group, Inc. in Miami, FL seeks an Associate, Business Development Professional to support private wealth advisors across Latin America and Florida.

You will craft marketing presentations for prospective clients and originate new relationships through outbound outreach in English and Spanish. You will analyze client portfolios for risk and return, execute rebalances and trades, and research investment vehicles to tailor asset allocation by location.