Wealth Strategy Analyst, NYC

Goldman Sachs; New York (NY); Presencial; USD 75.000 - 125.000; Jornada completa

Descripción de la vacante

Goldman Sachs is seeking Financial Analysts to partner with Private Wealth Advisors at the Goldman Partner Office, contributing to relationship management and investment processes for high net worth clients in a fast-paced environment.

You will monitor portfolios, identify rebalancing opportunities, and prepare client-facing materials while diligencing opportunities across public and private markets. Strong communication and organizational skills are essential.

Formación

• Bachelor's degree required.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in the financial markets and good investment sense/commercial instinct.
• Ability to multi-task and work with numerous colleagues and desks across the Firm.
• Strong verbal and written communication skills.
• Strong organizational and interpersonal skills.
• SIE, Series 7 and 63 required (must be obtained within three months of employment).

Responsabilidades

• Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients.
• Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas.
• Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm’s strategic views.
• Prepare client-facing materials depicting asset allocation and performance.
• Diligence internal and third-party investment opportunities across the public and private markets.
• Synthesize research material and communicate firm views to clients.
• Support business development efforts by researching qualified prospects and tracking relevant capital raises.

Conocimientos

Verbal communication

Written communication

Multitasking

Working under pressure

Interpersonal skills

Finance interest

Educación

Bachelor's degree

Descripción del empleo

Goldman Sachs is seeking Financial Analysts to partner with Private Wealth Advisors at the Goldman Partner Office, contributing to relationship management and investment processes for high net worth clients in a fast-paced environment.

You will monitor portfolios, identify rebalancing opportunities, and prepare client-facing materials while diligencing opportunities across public and private markets. Strong communication and organizational skills are essential.