Talent.com
Goldman Sachs
Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - SaltGoldman Sachs • Salt Lake City, UT, United States
Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt

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

Goldman Sachs • Salt Lake City, UT, United States
30+ days ago
Job type
  • Full-time
Job description

YOUR IMPACT

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. SQAA is an innovative and dynamic team, and this role requires patience, creativity, the ability to multitask, attention to detail, as well as interpersonal and problem-solving skills.

OUR IMPACT

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.

Private Wealth Management (PWM)

Goldman Sachs 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. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, 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.

Investment Strategy Group (ISG)

The Investment Strategy Group (ISG) within PWM has responsibility for strategic and tactical asset allocation views and advice for the firm’s high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities, including a passion for investing, client service, as well as strong analytical and communication skills.

HOW YOU WILL FULFILL YOUR POTENTIAL

  • 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
  • Coordinate with other teams across Goldman Sachs
  • Initiate and assist on investment research efforts

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • 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)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit 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 firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.

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

Create a job alert for this search

Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt Lake City • Salt Lake City, UT, United States

Similar jobs

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

The Goldman Sachs Group, Inc.Salt Lake City, UT, United States
Full-time

Analyst Position in Strategic and Quantitative Asset Allocation Team.The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on th... Show more

 • Promoted

Asset & Wealth Management, XIG, Petershill Platform Management, Associate - Salt Lake City

Goldman Sachs, Inc.Salt Lake City, UT, United States
Full-time

Associate, Petershill Platform Management Team.The External Investing Group ("XIG") provides investors with investment and advisory solutions, across leading hedge fund managers, private equity and... Show more

 • Promoted

Asset & Wealth Management Operations - Private Wealth Management Trade Management & Settlement

Goldman Sachs, Inc.Salt Lake City, UT, United States
Full-time

Trade Management & Settlements Operations.Do you like working on a fun and energetic team? Are you interested in how trading systems work and being close to the financial markets? The Trade Managem... Show more

 • Promoted

Credit Analyst

TradeJobsWorkForce84045 Saratoga Springs, UT, US
Full-time

Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence Provide recommendations tied to a... Show more

 • Promoted

Consulting Manager, Asset Investment Planning

Black & VeatchSouth Jordan, UT, United States
Full-time +1

Consulting Manager, Asset Investment Planning.Locations: Overland Park, KS, US; Charlotte, NC, US; Dallas, TX, US; Jacksonville, FL, US; Austin, TX, US; Tualatin, OR, US; Orlando, FL, US; Phoenix, ... Show more

 • Promoted

35N Signals Intelligence Analyst

Army National GuardBluffdale, UT
Part-time

The Army National Guard uses powerful technology to collect information from foreign signals, and it's the Signals Intelligence Analyst who makes it possible for the Guard to use this information t... Show more

 • Promoted

Client Relationship Consultant (Banker) - Southern, UT (Evergreen)

US BankLehi, UT, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Leasing Professional - Sanctuary

Education Realty Trust Inc.Lehi, UT, United States
Full-time

ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in insti... Show more

 • Promoted

Sr. Enterprise Client Solutions Consultant (Investment Management)

AddeparSalt Lake City, UT, United States
Full-time

Enterprise Client Solutions Consultant (Investment Management).Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable int... Show more

 • Promoted

Financial Manager - Salt Lake City, UT

WasatchSalt Lake City, UT, United States
Full-time

At Wasatch Property Management, our Assistant Community Manager is the driving force behind bringing people and apartment homes together.They oversee the Accounts Receivable process by working clos... Show more

 • Promoted

Investor Relations Director: Strategy, Narrative & Growth

Varex Imaging CorporationSalt Lake City, UT, United States
Full-time

Varex Imaging Corporation is looking for a Director of Investor Relations in Salt Lake City, Utah.This strategic position involves leading the company’s engagement with the investment community, sh... Show more

 • Promoted

Leasing Professional - Sanctuary

Greystar Real Estate PartnersLehi, UT, United States
Full-time

ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in insti... Show more

 • Promoted

Wealth Analyst

Corient Capital PartnersSalt Lake City, UT, United States
Permanent

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca... Show more

 • Promoted

Strategic Legal AI & Innovation Partner

NetDocumentsLehi, UT, United States
Full-time

NetDocuments is looking for a Legal Innovation Partner, a senior contributor who will drive AI transformations in key law firm relationships.You'll own a portfolio of clients while ensuring high re... Show more

 • Promoted

Client Relationship Consultant 3 (Banker) - UT-Lehi Smith's (38hrs)

US BankLehi, UT, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Salt Lake City, Utah (including surrounding

JPMorgan ChaseWest Jordan, UT, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Sr. Staff GTM Strategy Analyst

BILLDraper, UT, United States
Full-time

At BILL, we believe in empowering the businesses that drive our economy.By replacing outdated financial processes with innovative tools, we help businessesfrom startups to established brandsmake sm... Show more

 • Promoted

Remote Financial Analyst

Micro1Hooper, Utah, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Consumer Insights Analyst

Earn HausLayton, Utah, United States
Full-time +1

We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more

 • Promoted

Trade Management Analyst

Leading Utilities OrganizationSalt Lake City, UT, United States
Full-time

Location: Salt Lake City, UT Duration: 6 Months Pay Rate: $23.Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asse... Show more