Asset & Wealth Management, Private Wealth Management, Apex, Associate - Dallas

Goldman Sachs•Dallas, TX

About The Position

We are looking for a hard-working, organized and client-friendly individual with strong communication skills who will be able to utilize expertise in private markets to drive conversations and cultivate relationships with the firm’s largest family offices, while also expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions. The individual will help to source and champion differentiated investment opportunities across asset classes and deal structures, with an emphasis on private and growth equity, venture capital, structured credit and real estate. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Apex Team Apex is the dedicated family office business that partners with Private Wealth Advisors to deliver specialized coverage of the Firm’s premier and sophisticated family office clients across the globe. The team leverages an extensive cross-divisional network to deliver unique investment opportunities, the best intellectual capital, private market expertise and differentiated deal flow sourced from across GS and a deep network of partners. Given Goldman Sach’s premier Global Investment Banking franchise and leading alternatives platform, the team sits at the heart of significant efforts aimed at bringing some of the most differentiated solutions to this growing and sophisticated investor base.

Requirements

Bachelor’s Degree Required
Demonstrated orientation toward and interest in understanding financial markets with at least 2 years of relevant industry experience; preferably related to investment banking, private or growth equity or wealth and asset management
Highly organized and detail-oriented with ability to work in a fast-paced environment
Excellent interpersonal skills and desire to work in a team-oriented environment
Demonstrated history of commercial prowess and success
Ability to excel in a strategic and entrepreneurial business
Strong proficiency in Excel, Power Point and CRM

Nice To Haves

SIE, Series 7 and 63 preferred (within 3 months)

Responsibilities

Develop connectivity within the Firm to source and deliver differentiated and bespoke private equity, fixed income and alternative investment products to clients
Work closely on business development initiatives including managing client-related events, spearheading product development, improving sourcing channels, and creating scalable solutions
Champion select investments through due diligence committee and review processes internally
Develop a comprehensive understanding of clients' interests and preferences in order to effectively ensure customized execution
Communicate investment opportunities with sales teams and directly to Apex clients
Prepare business reviews and strategic updates for senior leadership

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