Asset & Wealth Management, Private Wealth… at Goldman Sachs · Seattle

Summary: Goldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking Financial Analysts for their Private Wealth Management team. This role involves relationship management and support to Private Wealth Advisors, monitoring client portfolios, analyzing asset allocations, and executing trades while gaining a broad-based understanding of the asset management business. Responsibilities: - Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients - 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 and performance - 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 Required Qualifications: - Bachelor's Degree Required - 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) Required Skills: Financial Markets Knowledge, Investment Analysis, Portfolio Management, Asset Allocation, Trade Execution, Research, Due Diligence, Securities Industry Essentials (SIE), Series 7 License, Series 63 License, Multi-tasking Benefits: Discretionary bonus, Valuable and competitive benefits and wellness offerings