Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Albany

About the role

Serve as day-to-day contact for the delivery of investment reporting solutions, building trust and rapport across PWA teams, clients and third-party partners. Identify areas of opportunity, highlight best practices, and ensure the highest quality of services.

Responsibilities

• Partner with PWM teams to manage the client lifecycle throughout their relationship with the consolidated reporting platform, from preliminary marketing, client demos, needs evaluation, onboarding, delivery of services and troubleshooting.
• Become the in-house subject matter expert for sophisticated investment reporting, acting as the go-to contact for all PWA team and client in-bounds.
• Act as a trusted thought partner to clients and advisors, helping them navigate the evolving investment reporting technology landscape and guiding them in selecting the best platform suited to their unique profile.
• Collaborate with Product Management on new product launches, ensuring flawless execution across every touchpoint for an exceptional advisor and client experience.
• Ensure PWA teams and clients obtain value quickly. Gain hands-on experience of overseeing the client onboarding process and ongoing delivery of services, including ensuring stakeholders are properly educated to maximize value of the service.
• Build PWA and client loyalty by understanding client needs, cultivating trusted-advisor relationships with key stakeholders, and proactively minimizing churn.
• Collaborate, problem-solve, and/or strategize with PWA teams to deliver tailored solutions to address complex client challenges.
• Bring an entrepreneurial mindset and a passion for innovation, proactively identifying opportunities to streamline processes.
• Track, resolve, and act on client requests and feedback to drive continuous product improvement.
• Champion a client-centric culture that fosters collaboration, accountability, and service excellence across the team.

Requirements

• Bachelor's Degree Required, preferably in Accounting, Finance, or a related field.
• 1-3 years of relevant industry experience in a client facing role (Family office, wealth management, or other experience working with high-net-worth families, is preferred).
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.
• Understanding of financial and performance reporting within wealth management.
• Excellent writing and communication skills and a desire to work in a team-oriented environment.
• Outstanding analytical and problem-solving skills.
• Strong attention to detail; strong logical thinker and exceptional multi-tasking ability.
• Deep interest in the financial markets and good investment sense/commercial instinct.
• Resourceful, self-starter, attentive to detail with great organizational skills.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment).

Qualifications

• Self-motivated with the ability to manage multiple projects simultaneously, delivering high quality work under tight deadlines.

Skills

• Client-facing experience
• Investment reporting expertise
• Collaboration and teamwork
• Problem-solving and analytical skills
• Communication and interpersonal skills
• Financial knowledge
• Technical proficiency (e.g., familiarity with investment platforms)

Benefits

Goldman Sachs offers a comprehensive benefits package, including:

• Health insurance
• Retirement savings plans
• Flexible spending accounts
• Employee assistance programs
• Wellness programs
• Professional development opportunities

Additional details can be found on our company website.