Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New York
$75,000–$125,000 year
On-site · Chicago, Illinois, United States or New York City, New York, United States
Job Summary
Senior Analyst in Goldman Sachs Private Wealth Management (PWM) focusing on client service and operational support for ultra-high net worth and high net worth clients. Responsibilities include onboarding client relationships, ensuring investment objectives alignment, executing/tracking trades, risk management, portfolio implementations, liquidity management, and collaboration with Private Wealth Advisors and PWM teammates to deliver comprehensive wealth-management services. The role involves client reporting, leveraging digital capabilities and banking services, and identifying opportunities for wealth advisory services, with emphasis on integrity, excellent communication, and meticulous attention to detail. Located with US PWM offices (e.g., New York, Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Philadelphia, San Francisco, Seattle, Washington, D.C., West Palm Beach).
Required Qualifications
- Bachelor’s Degree Required
- SIE, Series 7 and 63 required
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