Asset & Wealth Management, Private Wealth Management, Financial Analyst - Atlanta

Goldman Sachs - Atlanta, GA

Full-time - Entry Level

Atlanta, GA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Financial Analyst in the Private Wealth Management (PWM) division at Goldman Sachs, you will play a crucial role in supporting the relationship management and investment processes for high net worth clients. This position requires a quick-thinking self-starter with a passion for the financial markets and the ability to thrive in a fast-paced environment. You will work closely with Private Wealth Advisors (PWAs) to assist in managing client relationships and delivering customized investment strategies. Your responsibilities will include monitoring client portfolios, analyzing asset allocations, and executing trades while gaining a comprehensive understanding of the asset management business. In this role, you will be responsible for creating asset allocation proposals tailored to new clients, ensuring alignment with their risk profiles and investment objectives. You will prepare client-facing materials that depict asset allocation and performance, and conduct due diligence on both internal and third-party investment opportunities across public and private markets. Additionally, you will synthesize research material and communicate the firm’s views to clients, supporting business development efforts by researching qualified prospects and tracking relevant capital raises. Goldman Sachs’ PWM business is dedicated to empowering clients to reach their financial goals through comprehensive wealth management plans. The firm’s growth is driven by a relentless focus on its people, clients, and leading-edge technology. As a Financial Analyst, you will contribute to this mission by providing essential support and insights that enhance client relationships and investment outcomes.

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

Requirements

• 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)

Benefits

• Training and development opportunities
• Firmwide networks
• Wellness and personal finance offerings
• Mindfulness programs