AWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NY
Goldman Sachs•Albany, NY
•Onsite
About The Position
Our 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. Additionally, analysts are responsible for the onboarding of client relationships, ensuring we meet our client's investment objectives, managing fraud, liquidity management, and ongoing relationship management.
Requirements
- Relationship management
- Portfolio monitoring
- Asset allocation analysis
- Investment research
- Financial market analysis
- Trade execution
- Client onboarding
- Fraud management
- Liquidity management
Responsibilities
- Monitoring portfolio holdings
- Analyzing asset allocations
- Researching potential investments
- Understanding financial market developments and trends
- Executing trades
- Gaining a broad-based understanding of the asset management business
- Onboarding of client relationships
- Ensuring we meet our client's investment objectives
- Managing fraud
- Liquidity management
- Ongoing relationship management
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
