Asset & Wealth Management, Personal Wealth Financial Analyst - Philadelphia, PA

About Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data and design.

Personal Wealth (PW)

Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high‑net‑worth individuals and families, as well as select institutions, including foundations and endowments. PW Teams work with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Advisors deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax‑efficient solutions, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad‑based understanding of the asset management business. Additionally, analysts are responsible for the onboarding of client relationships, ensuring we meet our client's investment objectives, managing fraud, liquidity management, and ongoing relationship management.

Responsibilities

• Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra‑high net worth clients, family offices, university endowments, and nonprofits.
• Portfolio Oversight & Optimization: Proactively monitor client portfolios, meticulously assessing manager performance, identifying strategic re‑balancing opportunities, and recommending tactical investment ideas to optimize returns and manage risk effectively.
• Tailored Investment Strategy Development: Design and create bespoke asset allocation proposals for new clients, integrating a broad spectrum of managers, investment styles, and vehicles. Ensure these strategies align perfectly with client risk profiles, investment objectives, and the firm’s strategic market views.
• Impactful Client Communication: Prepare compelling, client‑facing materials that clearly depict asset allocation strategies, detailed portfolio and risk analytics, historical performance, and insightful economic and market reviews, enhancing client understanding and engagement.
• Rigorous Investment Due Diligence: Conduct thorough due diligence on both internal and third‑party investment opportunities across public and private markets, ensuring all recommendations meet the highest standards of quality and suitability.
• Market Insight Synthesis & Communication: Synthesize complex research material into clear, actionable insights and effectively communicate the firm's strategic views to clients, empowering informed decision‑making.
• Business Development & Growth: Actively support business development efforts by conducting in‑depth research on qualified prospects and meticulously tracking relevant capital raises, contributing directly to the expansion of our client base.
• Trade Execution & Market Access: Facilitate the execution of trades on behalf of clients across a diverse range of products, including equities, equity options, fixed income, and currencies, ensuring seamless market access and efficient transaction processing.
• Seamless Client Onboarding: Plan and meticulously manage the new account onboarding process, ensuring a smooth, efficient, and positive experience for new clients.
• Client Reporting & Digital Engagement: Provide comprehensive overviews of client reporting capabilities and web functionalities to potential new clients, showcasing our commitment to transparency and cutting‑edge digital solutions.

Skills & Experience

• Academic Foundation: Possess a bachelor’s degree from an accredited institution, providing a strong analytical and conceptual foundation for a career in finance.
• Dynamic Environment Adaptability: Demonstrate a proven ability to excel in a fast‑paced, high‑pressure environment, maintaining clarity of thought and effectiveness under demanding circumstances.
• Market Acumen & Investment Instinct: Exhibit a strong, demonstrable interest in the financial markets, coupled with sound investment sense and commercial instinct to identify opportunities and navigate complexities.
• Collaborative & Agile Team Player: Possess the ability to effectively multi‑task and seamlessly collaborate with numerous colleagues and desks across the Firm, fostering a cohesive and productive work environment.
• Exceptional Communication Skills: Command strong verbal and written communication skills, capable of articulating complex financial concepts clearly, concisely, and persuasively to diverse internal and external stakeholders.
• Organizational & Interpersonal Excellence: Demonstrate strong organizational skills, meticulous attention to detail, and superior interpersonal abilities to build rapport and manage relationships effectively.
• Essential Certifications: Hold or be prepared to obtain within three months of employment the SIE, Series 3, 7, and 63 licenses, underscoring your commitment to regulatory compliance and foundational securities knowledge.

About Goldman Sachs

At Goldman Sachs, we commit to our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

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 firm‑wide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Disability Statement

© The Goldman Sachs Group, Inc. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Benefits

Healthcare & Medical Insurance

• Wide range of health and welfare programs that vary by office location, generally including medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

• Competitive vacation policies based on employee level and office location.
• Minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

• Assistance with saving and planning for retirement.
• Financial support for higher education.
• Live financial education and content on a variety of topics.

Health Services

• Medical advocacy service for employees and family members facing critical health situations.
• Counseling and referral services through the Employee Assistance Program (EAP).
• Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program.
• State‑of‑the‑art on‑site health centers in certain offices.

Fitness

• On‑site fitness centers in some offices.
• Reimbursement for eligible employees’ fitness club membership or activity fees (up to a pre‑approved amount).

Child Care & Family Care

• On‑site child care centers providing full‑time and emergency back‑up care.
• Mother and baby rooms and homework rooms.
• Advice and counseling services, expectant parent resources, and transitional programs for parents returning from parental leave.
• Stipends for adoption, surrogacy, egg donation and egg retrieval.

Benefits at Goldman Sachs – Read more about the full suite of class‑leading benefits our firm has to offer.

Opportunity Overview

• Corporate Title: Analyst
• Office Location(s): Philadelphia
• Job Function: Sales
• Division: Asset & Wealth Management