Asset & Wealth Management, Investment Strategy, Portfolio Management Group, Wealth Management Professional, Analyst - New York
NEW YORK, NYPosted 17 days ago
Job summary
Job post source
This job is directly from Goldman Sachs
Job overview
The Wealth Management Professional Analyst role in Goldman Sachs' Portfolio Management Group supports operational and account management functions to enhance client service and investment strategy execution.
Responsibilities and impact
The role involves client service, managing new account onboarding, supporting portfolio implementation and rebalancing, handling cashflows, liaising with legal, compliance, and technology teams, executing trade reconciliations, and improving operational efficiencies.
Compensation and benefits
The position offers a base salary range of $85,000 to $1,600,000 with eligibility for discretionary bonuses, along with competitive benefits and wellness programs for full-time employees.
Experience and skills
Candidates must have a bachelor's degree, strong organizational and communication skills, ability to work under pressure, interest in financial markets, proficiency in Windows technology, and must obtain SIE, Series 7, and Series 63 licenses within three months.
Career development
Goldman Sachs provides training, development opportunities, firmwide networks, and wellness programs to support professional and personal growth.
Work environment and culture
The company values diversity, inclusion, and offers a supportive environment with mindfulness programs and accommodations for candidates with disabilities.
Company information
Goldman Sachs is a leading global investment banking, securities, and investment management firm founded in 1869, headquartered in New York with offices worldwide.
Team overview
The candidate will join the US Portfolio Management Group, a dedicated team managing multi-asset discretionary mandates primarily for institutional clients, collaborating closely with the Investment Strategy Group.
Job location and travel
The position is based in New York, New York, United States.
Unique job features
The role uniquely combines operational support with direct client interaction in a fast-paced, high-profile wealth management environment with a focus on innovative investment strategies.
Company overview
Goldman Sachs is a leading global investment banking, securities, and investment management firm that provides a wide range of financial services to a substantial and diversified client base, including corporations, financial institutions, governments, and individuals. The company generates revenue through investment banking, institutional client services, investing and lending, and investment management. Founded in 1869, Goldman Sachs has a rich history of financial innovation and has been involved in numerous high-profile transactions and advisory roles, making it a significant player in the global financial market.
How to land this job
Position your resume to highlight your understanding of capital markets, client service experience, and ability to manage operational and account management tasks in a fast-paced environment, as these are key to the Wealth Management Professional role at Goldman Sachs.
Emphasize skills such as client onboarding, portfolio rebalancing, cashflow management, strong organizational and communication abilities, and collaboration with legal, compliance, and technology teams.
Apply through multiple channels including the Goldman Sachs corporate careers site, LinkedIn, and other job boards to maximize your application visibility for this New York-based position.
Connect on LinkedIn with professionals in Goldman Sachs’ US Portfolio Management Group or Investment Strategy Group; start conversations by referencing recent market trends, asking about their experience in portfolio management, or expressing interest in their approach to client service.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client onboarding,' 'portfolio rebalancing,' 'cashflow management,' 'capital markets,' 'communication skills,' and 'collaborative teamwork' to pass initial screenings.
Use Jennie Johnson’s Power Apply feature to automate tailored applications, find multiple application portals, and identify LinkedIn contacts to network with, allowing you to focus your time on preparing for interviews and deepening your industry knowledge.
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