Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, Analyst – New York
About The Position
This role is for an exceptional Analyst ready to tackle critical strategic questions for a rapidly expanding global business within Asset & Wealth Management, specifically in Wealth Management on the Global Leadership Team, Strategy and Execution. The individual will be part of a high-performing team focused on driving Wealth's future success and competitive advantage. Responsibilities include identifying and sizing opportunities, assessing industry trends, and developing recommendations to influence growth, profitability, multi-year planning, and competitive dynamics. The Associate will collaborate with various departments including Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. This multifaceted role requires strong analytical, problem-solving, quantitative, communication, presentation, and project management skills, with the ability to multitask across several large projects.
Requirements
- Bachelor's degree required
- Strong academic record
- 2+ years of experience in the financial services industry
- Excellent writing and presentation development skills that can take complex concepts and create concise narratives for presentation and discussion
- Effective relationship building skills and the ability to work in a matrixed, collaborative organization
- Strong organizational skills to manage multiple priorities and shifting timelines
- Self-starter who learns quickly and is attentive to detail
- Strong team player
- Highly proficient at Excel and PowerPoint
Nice To Haves
- Knowledge/experience in wealth management a plus
- Experience conducting market and competitor research preferred, including familiarity with corporate filings and financial statements (e.g., Form 10-K) to drive insights and inform recommendations and action plans
Responsibilities
- Work with management to deliver clear and consistent WM growth strategy and other presentation materials to internal (Board, EO, Management Committee, Operating Group) and external audiences
- Conduct wealth management competitor research to uncover key themes, drivers of industry change, and evaluate GSWM’s relative positioning and provide recommendations
- Facilitate cross functional strategic offsites and other meetings between GSWM Leadership, business units, and other key stakeholders
- Manage WM key performance indicators and drive and execute key initiatives across WM
Benefits
- Discretionary bonus
- Valuable and competitive benefits and wellness offerings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
