AWM-Personal Wealth Financial… at Goldman Sachs · Chicago

Summary: Goldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Personal Wealth Financial Analyst to support their Wealth Management division. The role involves providing relationship management, portfolio oversight, investment strategy development, and client communication for high-net-worth individuals and families. Responsibilities: - Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits - Proactively monitor client portfolios, meticulously assessing manager performance, identifying strategic re-balancing opportunities, and recommending tactical investment ideas to optimize returns and manage risk effectively - Design and create bespoke asset allocation proposals for new clients, integrating a broad spectrum of managers, investment styles, and vehicles. Ensure these strategies align perfectly with client risk profiles, investment objectives, and the firm’s strategic market views - Prepare compelling, client-facing materials that clearly depict asset allocation strategies, detailed portfolio and risk analytics, historical performance, and insightful economic and market reviews, enhancing client understanding and engagement - Conduct thorough due diligence on both internal and third-party investment opportunities across public and private markets, ensuring all recommendations meet the highest standards of quality and suitability - Synthesize complex research material into clear, actionable insights and effectively communicate the firm's strategic views to clients, empowering informed decision-making - Actively support business development efforts by conducting in-depth research on qualified prospects and meticulously tracking relevant capital raises, contributing directly to the expansion of our client base - Facilitate the execution of trades on behalf of clients across a diverse range of products, including equities, equity options, fixed income, and currencies, ensuring seamless market access and efficient transaction processing - Plan and meticulously manage the new account onboarding process, ensuring a smooth, efficient, and positive experience for new clients - Provide comprehensive overviews of client reporting capabilities and web functionalities to potential new clients, showcasing our commitment to transparency and cutting-edge digital solutions Required Qualifications: - Possess a bachelor's degree from an accredited institution, providing a strong analytical and conceptual foundation for a career in finance - Demonstrate a proven ability to excel in a fast-paced, high-pressure environment, maintaining clarity of thought and effectiveness under demanding circumstances - Exhibit a strong, demonstrable interest in the financial markets, coupled with sound investment sense and commercial instinct to identify opportunities and navigate complexities - Possess the ability to effectively multi-task and seamlessly collaborate with numerous colleagues and desks across the Firm, fostering a cohesive and productive work environment - Command strong verbal and written communication skills, capable of articulating complex financial concepts clearly, concisely, and persuasively to diverse internal and external stakeholders - Demonstrate strong organizational skills, meticulous attention to detail, and superior interpersonal abilities to build rapport and manage relationships effectively - Hold or be prepared to obtain within three months of employment the SIE, Series 3, 7, and 63 licenses, underscoring your commitment to regulatory compliance and foundational securities knowledge Required Skills: Financial markets knowledge, Investment analysis, Portfolio management, Asset allocation, Trade execution, Due diligence, Client onboarding, Client reporting, Securities licenses - SIE, Securities licenses - Series 3, Securities licenses - Series 7, Securities licenses - Series 63 Benefits: Discretionary bonus, Valuable and competitive benefits and wellness offerings