Asset & Wealth Management, Private Wealth Management, Financial Analyst - Philadelphia

Goldman Sachs•Philadelphia, PA

22h•Onsite

About The Position

Goldman Sachs is seeking Financial Analysts for their Private Wealth Management division in Philadelphia. This role involves supporting Private Wealth Advisors in managing relationships and investment processes for high-net-worth clients, family offices, endowments, and nonprofits. The Financial Analyst will monitor portfolios, analyze asset allocations, research investments, understand market trends, and execute trades. The position requires strong analytical, communication, and organizational skills, with a passion for financial markets and the ability to thrive in a fast-paced, detail-oriented environment.

Requirements

Ability to work in a fast-paced environment and think clearly under pressure.
Strong interest in the financial markets and good investment sense/commercial instinct.
Ability to multi-task and work with numerous colleagues and desks across the Firm.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
SIE, Series 7 and 63 required (must be obtained within three months of employment).

Responsibilities

Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.
Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas.
Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm’s strategic views.
Prepare client-facing materials depicting asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews.
Diligence internal and third-party investment opportunities across the public and private markets.
Synthesize research material and communicate firm views to clients.
Support business development efforts by researching qualified prospects and tracking relevant capital raises.
Help execute trades on behalf of clients in a variety of products including equities, equity options, fixed income, and currencies.