Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt Lake City

About the role

The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management’s high-net-worth clients with efficient wealth transfer. Highly qualified candidates at the Associate level will also be considered. In addition to working on the Systematic Wealth Transfer strategy, the new team member may also help with client solutions projects and investment-related research.

Responsibilities

• Demonstrate strong analytical and technical skills
• Deliver timely, thoughtful, and flawless executions
• Interact with the firm’s current and prospective clients
• Show a keen interest in understanding the financial markets
• Cookordination with other teams across Goldman Sachs
• Initiate and assist on investment research efforts

Requirements

• Bachelor's degree required
• Interest in or professional experience working on estate planning solutions involving trusts
• Solid Excel and PowerPoint skills
• Excellent communication skills, especially the ability to explain complex technical concepts in simple terms
• Strong interpersonal skills and a passion to engage with clients
• Attention to detail, patience, and ability to handle multiple concurrent projects
• Collaborative and teamwork-oriented
• Independent, logical, and critical thinking, with the willingness to constantly think outside of the box
• SIE, Series 7 and 63 required (must be obtained within three months of employment)

Qualifications

Our Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.

Skills

• Passion for investing
• Client service
• Strong analytical and communication skills
• Willingness to constantly think outside of the box

Benefits

At Goldman Sachs, we believe who you are makes you better at what you do. We're 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

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.