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

Summary: Goldman Sachs is a leading global investment banking and investment management firm, and they are seeking Financial Analysts for their Private Wealth Management division. The role involves supporting relationship management for high net worth clients, monitoring portfolios, analyzing investments, and assisting in business development efforts. 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, Investment research, Trade execution, Securities Industry Essentials (SIE), Series 7 license, Series 63 license Benefits: Competitive benefits, Wellness offerings