Wealth Platform Analyst – Employee Funds Lead

Goldman Sachs Bank AG; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Goldman Sachs Asset Management in New York is seeking an Analyst for Asset & Wealth Management Platform Management focused on Employee Funds & Carried Interest. You will support liquidity management, capital activity, and performance analysis within a collaborative, fast-paced environment.

The role requires 1-2 years in financial services, strong analytical skills, and proficiency in Excel and PowerPoint. You will interact with investment teams, COOs, and legal/tax colleagues on fund structures

Qualifications

• 1-2 years of experience in a financial services setting.
• Strong analytical orientation.
• Excellent communication and interpersonal skills with the ability to work across internal and external teams.
• Financial acumen to prepare cash flows and performance metrics.
• Self-starter with strong desire to succeed in a fast paced, high pressure environment.
• Strong judgment and problem-solving skills.
• Ability to work independently in a small team, exhibit initiative and be proactive.
• Collaborative team player.
• Strong Excel and PowerPoint skills.

Responsibilities

• Perform daily liquidity management and prepare forecasts to evaluate current and projected funding needs.
• Develop liquidity recommendations and collaborate with stakeholders to execute capital activity and leverage facility actions.
• Conduct attribution analysis to break down historical portfolio returns and drive improvements in performance and risk management.
• Monitor investment guidelines and concentration limits, evaluate investment pacing, and analyze investable capital across actively investing funds and separately managed accounts.
• Partner with cross-functional teams to advise on fundraising and fund structure creation.
• Track, report, and analyze detailed performance metrics.
• Oversee day-to-day management of employee funds, including liquidity management, investor communications, and review of NAVs, financial statements, valuations and investor reporting.
• Lead launches of new employee investment opportunities, from structuring and marketing materials through legal documentation, regulatory disclosures and investor onboarding.
• Manage the firm’s carried interest programs, including new offerings, re-offers and tracking of carry availability, and partner with business COOs and Human Capital Management on the year-end carry process.
• Maintain the employee leverage program in partnership with Operations, including review of loan agreements.
• Coordinate legal, tax and structuring workstreams across external counsel and internal Legal, Tax and employee investment teams.
• Prepare materials for senior leadership and drive ad hoc projects, including fund restructurings, tax initiatives and system enhancements.
• Assist in responding to compliance and regulatory inquiries.
• Create management presentations and prepare analyses in support of ad hoc requests.
• Support and advance technology initiatives related to the above responsibilities.

Skills

Analytical thinking

Communication skills

Financial acumen

Excel

PowerPoint

Team player

Independence

Problem solving

Job description

Goldman Sachs Asset Management in New York is seeking an Analyst for Asset & Wealth Management Platform Management focused on Employee Funds & Carried Interest. You will support liquidity management, capital activity, and performance analysis within a collaborative, fast-paced environment.

The role requires 1-2 years in financial services, strong analytical skills, and proficiency in Excel and PowerPoint. You will interact with investment teams, COOs, and legal/tax colleagues on fund structures