Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New York

Goldman Sachs•New York, NY

7h•$70,000 - $120,000

About The Position

Goldman Sachs Private Wealth Management specializes in comprehensive wealth management plans for ultra-high-net-worth individuals and families, as well as select institutions such as foundations and endowments. Wealth Management Professionals work directly with clients, providing client service, operational support, and risk management. They serve as a primary point of contact and oversee the operational management of the client experience, including onboarding, investment objectives, fraud risk, trade execution, liquidity management, and ongoing relationship management. In this Senior Analyst role, you will work closely with Private Wealth Advisors to support high-net-worth and ultra-high-net-worth clients, family offices, university endowments, and nonprofits. You will prepare client-facing materials, support trade processing and reconciliation across a range of products, coordinate advisory services, manage advisory implementation and rebalancing, oversee cash balances and private banking services, and facilitate new account onboarding and client reporting demonstrations.

Requirements

Bachelor's degree.
Ability to work in a fast-paced environment and think clearly under pressure.
Strong interest in client service.
Self-motivated, with the ability to work in an autonomous yet collaborative environment.
Ability to multitask and work with numerous colleagues and desks across the Firm.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
SIE, Series 3, 7, and 63 licenses must be obtained within three months of employment.

Responsibilities

Assist Private Wealth Advisors with relationship management for high-net-worth and ultra-high-net-worth clients, family offices, university endowments, and nonprofits.
Prepare client-facing materials on asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews.
Help execute, process, and reconcile client trades in equities, equity options, fixed income, and currencies.
Contribute operational experience to the growing business.
Support Private Wealth Advisors in serving their clients.
Identify opportunities for wealth advisory services and coordinate those services within the client base.
Manage advisory business implementation and rebalancing.
Manage cash balances and private banking services in client accounts.
Serve as a key liaison to other areas supporting the Private Wealth Management business.
Plan and manage the new account onboarding process.
Provide potential new clients with an overview of client reporting and web capabilities.