Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas

About the role

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.

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

• 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.
• Strong multi-tasking and working with numerous colleagues and desks across the Firm skills.
• 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).

Qualifications

• Must be able to obtain SIE, Series 7 and 63 within three months of employment.

Skills

• Excellent communication skills.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite.

Benefits

At Goldman Sachs, we are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Pay

Competitive compensation and benefits package.

Schedule

Full-time position.