Wealth Management Ayco| Analyst | Albany, NY at Goldman Sachs · Albany

Summary: Goldman Sachs is a leading global investment banking, securities and investment management firm dedicated to empowering clients to achieve their financial aspirations. The Wealth Management Ayco Analyst will provide personalized financial planning and investment strategy services, prepare financial analyses, and cultivate client relationships to enhance clients' financial well-being. Responsibilities: - Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals - Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts, translating complex data into actionable insights - Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, serving as a trusted resource to gather essential information and deliver expert financial advice - Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes - Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward - Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience - Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations Required Qualifications: - Educational Foundation: Bachelor's degree required - Technical Proficiency: Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication - Organizational Acumen: Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment - Communication Excellence: Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely to diverse audiences - Ethical Conduct: Unwavering commitment to maintaining the highest level of confidentiality and discretion - Client-Centric Mindset: An enthusiastic and positive approach to problem-solving and delivering unparalleled client service - Collaborative Spirit: Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork - Proactive & Innovative: Must be innovative, demonstrate proactive time management, and possess a strong follow-through to ensure task completion and project success Preferred Qualifications: - Professional Certifications: FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire Required Skills: Financial Planning, Tax Expertise, Financial Analysis Important Skills: Microsoft Office Suite, Professional Certifications Nice-to-Have Skills: Client-Centric Mindset, Proactive & Innovative, Collaborative Spirit Benefits: Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.