Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt Lake City

Goldman Sachs • Salt Lake City, UT

11d

About The Position

Goldman Sachs Private Wealth Management’s Investment Strategy Group is seeking an Analyst for its Strategic and Quantitative Asset Allocation team in Salt Lake City. The role focuses on the Systematic Wealth Transfer strategy, which helps high-net-worth clients transfer wealth efficiently. Highly qualified candidates at the Associate level may also be considered.

The team member may also contribute to client solutions projects and investment-related research. The position calls for patience, creativity, attention to detail, the ability to manage multiple projects, strong interpersonal skills, and problem-solving ability. The Investment Strategy Group develops strategic and tactical asset allocation views and advice for high-net-worth clients and certain institutions.

Requirements

• Bachelor's degree required.
• Interest in or professional experience working on estate planning solutions involving trusts.
• Solid Excel and PowerPoint skills.
• Excellent communication skills, including the ability to explain complex technical concepts simply.
• Strong interpersonal skills and a passion for engaging with clients.
• Attention to detail, patience, and the ability to handle multiple concurrent projects.
• Collaborative and teamwork-oriented approach.
• Independent, logical, and critical thinking, with willingness to think outside the box.
• SIE, Series 7, and Series 63 licenses required; must be obtained within three months of employment.

Responsibilities

• Work on the Systematic Wealth Transfer strategy to help high-net-worth clients with efficient wealth transfer.
• Assist with client solutions projects and investment-related research as needed.
• Demonstrate strong analytical and technical skills and deliver timely, thoughtful, and accurate work.
• Interact with current and prospective clients.
• Develop and demonstrate an interest in financial markets.
• Coordinate with other teams across Goldman Sachs.
• Initiate and assist with investment research efforts.

Benefits

• The company describes benefits, wellness and personal finance offerings, training and development opportunities, firmwide networks, and mindfulness programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level