Goldman Sachs
Job Description:
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM advisors assist clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services.
Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.
Job Responsibilities:
- Keep abreast of the latest events in the financial markets
- Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
- Execute portfolio rebalancing
- Assist with trading and provide client service and team support
- Research internal and external investment vehicles for client asset allocation
- Relay GS research and market views to Private Wealth Advisors
- Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
- Analyze equity and fixed income portfolios for risk and return characteristics
- Work in conjunction with various product groups within Investment Management to respond to client needs
Job Requirements:
- Highly organized with exceptional attention to detail and follow-through
- Team player with positive attitude and strong work ethic
- Strong communication skills (written and verbal)
- Ability to work in a fast-paced environment
- Strong interest in the financial markets and good investment sense/commercial instinct
- Series 7 and 63 required (must be obtained within three months of employment)
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
- Strong ability to manage multiple projects with competing deadlines
Qualification & Experience:
- Bachelor’s degree (2018 – December 2020)
- 0-3 years of prior work experience in a relevant field.
Job Details:
Company: Goldman Sachs
Vacancy Type: Full-time
Job Functions: Other
Job Location: Boston, MA, US
Application Deadline: N/A
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