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Private Wealth Management, Financial Analyst, Analyst, London

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Goldman Sachs

29d ago

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Data
    Banking & Finance
  • London

AI generated summary

  • You need a degree, fluent English, relevant experience, advanced MS Office skills, strong organization, communication skills, and the ability to manage projects and build relationships effectively.
  • You will support wealth strategies, prepare presentations, analyze portfolios, execute rebalancing, research investments, and collaborate with teams while providing client service and market insights.

Requirements

  • Bachelor’s degree
  • Fluent English is necessary for this role
  • Experience working in a relevant field preferred
  • Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
  • Highly organized with exceptional attention to detail and follow-through
  • Strong ability to manage multiple projects with competing deadlines
  • Team player with positive attitude and strong work ethic
  • Strong communication skills (written and verbal)
  • Ability to work in a fast-paced environment
  • Ability to adapt quickly to a variety of industries and businesses
  • Ability to self-direct, analyze and evaluate and form independent judgments
  • Ability to effectively interact and build relationships with senior management and global stakeholders
  • Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
  • Integrity, ethical standards and sound judgment

Responsibilities

  • Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
  • Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
  • Analyze equity and fixed income portfolios for risk and return characteristics
  • Execute portfolio rebalancing
  • Research internal and external investment vehicles for client asset allocation
  • Keep abreast of the latest events in the financial markets
  • Relay GS research and market views to Private Wealth Advisors
  • Work in conjunction with various product groups within Investment Management to respond to client needs
  • Assist with trading and provide client service and team support

FAQs

What is the main focus of the Private Wealth Management (PWM) division?

The main focus of PWM is to secure, develop, and manage relationships with high net worth individuals, their families, family offices, and foundations, assisting them in building and preserving their financial wealth through customized investment strategies.

What responsibilities does a Financial Analyst have in PWM?

A Financial Analyst in PWM is responsible for supporting Private Wealth Advisors, analyzing asset allocations and portfolio holdings, researching investments, executing trades, and developing marketing presentations for prospective clients.

What educational background is required for this position?

A Bachelor’s degree is required for this position.

Are there any preferred experiences or skills for applicants?

Yes, experience working in a relevant field is preferred, along with proficient to advanced skills in MS Office (Excel, PowerPoint, Word, Outlook).

What qualities are sought after in candidates for this role?

Candidates should be highly organized, detail-oriented, able to manage multiple projects with competing deadlines, possess strong communication skills, and demonstrate integrity and sound judgment.

Is proficiency in English necessary for this job?

Yes, fluency in English is necessary for this role.

How does Goldman Sachs support diversity and inclusion in the workplace?

Goldman Sachs is committed to fostering and advancing diversity and inclusion by providing opportunities for professional and personal growth, including training, development programs, and firm-wide networks.

What type of work environment can a Financial Analyst expect?

A Financial Analyst can expect to work in a fast-paced environment, collaborating with team members and interacting with senior management and global stakeholders.

Is there support for candidates with special needs during the recruiting process?

Yes, Goldman Sachs is committed to finding reasonable accommodations for candidates with special needs or disabilities during the recruiting process.

What is the corporate culture like at Goldman Sachs?

The corporate culture at Goldman Sachs values individual contributions and emphasizes growth through various opportunities, wellness programs, and a commitment to ethical standards.

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Goldman Sachs

Finance
Industry
10,001+
Employees
1869
Founded Year

Mission & Purpose

Goldman Sachs is a global investment banking, securities, and investment management firm. They offer a range of financial services to corporations, financial institutions, governments, and individuals. Goldman Sachs' primary activities include investment banking, asset management, securities trading, and providing advisory services. Their ultimate mission is to be a leading global financial institution, providing superior financial expertise and solutions to their clients. The purpose of Goldman Sachs is to help their clients achieve their financial goals, manage risk, and navigate complex markets. They aim to drive economic growth, foster innovation, and create long-term value for their clients, shareholders, and the communities they operate in. Goldman Sachs is committed to upholding the highest standards of integrity, professionalism, and client service, serving as a trusted partner and advisor in the world of finance.

Culture & Values

  • Partnership

    We prioritize collaboration and believe in the strength of the collective, creating a culture that fosters teamwork and belonging in the pursuit of professional and personal growth.

  • Client Service

    We lead with a service mindset, working to earn our clients’ trust and exceed their expectations by understanding and overdelivering on their goals.

  • Integrity

    We hold ourselves accountable to the highest ethical standards, insisting on transparency and vigilance from our people as we learn from our experiences and make decisions that instill a sense of pride in our firm.

  • Excellence

    We aspire to nothing less than excellence, striving for exceptional performance and superior results for our clients, our shareholders, and our communities.

Benefits

  • Holiday and Vacation Policies

    We offer competitive vacation policies based on employee level and office location. This is in addition to any number of statutory and public holidays as determined by each office. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

  • Financial Wellness & Retirement

    The firm provides a number of resources and offerings designed to help our employees achieve their personal financial goals. We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities — from buying a home, to navigating market volatility and investments, legacy and estate planning, tax strategies, and will preparation.

  • Health Services

    We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

  • Childcare / Family Care

    In some offices, we offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

  • Flexible Working

    Based on manager approval, the following arrangements may be available to help employees meet their personal and family responsibilities: part-time schedules, job sharing, telecommuting, and alternate hours.