The Goldman Sachs Group, Inc

Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338

The Goldman Sachs Group, Inc$92K — $110K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, Accounting, or related field
  • 2 years of experience in financial markets and investment analytics
  • Proficient in presenting and communicating financial insights in English and Spanish
  • Experience with market systems like Bloomberg or Refinitiv
  • Fluency in Spanish for client interaction

Responsibilities

  • Collaborate with private wealth advisors on wealth management strategies
  • Create marketing presentations for potential clients
  • Source new clients through cold outreach in both English and Spanish
  • Analyze client investment portfolios for risk and return
  • Perform portfolio rebalancing and trades
  • Research investment options tailored to client locations
  • Provide market insights to advisors and clients

Benefits

  • Comprehensive health and wellness programs
  • Retirement savings plans
  • Paid time off and holiday leave
  • Employee assistance programs
  • Opportunities for professional development
Full Job Description
Job Description

Job Duties: Associate, Business Development Professional with Goldman Sachs & Co. LLC in Miami, Florida. Work alongside private wealth advisors to support and implement wealth management strategies for clients in Latin America and Florida. Develop and prepare marketing presentations for prospective clients, and source new clients through cold outreach in both English and Spanish.Analyze investment portfolios for risk and return characteristics.Execute portfolio rebalancing and trades.Research internal and external investment vehicles for client asset allocation, specifically related to their location, whether in the US or in Latin America.Serve as team's client relationship management system expert.Participate in team's prospective client meetings and follow up as appropriate for clients in Latin America and the US.Guide new business team meetings and associated action items.Relay research and market views to private wealth advisors, clients, and prospective clients, specifically tailoring them to their respective locations in Latin America or the US.Liaise with various product groups to respond to client needs, tailoring the approach to the client's specific needs depending on location.

Job Requirements: Bachelor's degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Accounting, or related analytical or engineering field such as Industrial Engineering, and two (2) years of experience in the job offered or in a related role. Prior employment must include two (2) years of experience with: financial markets and investment analytics, specifically relating to US, Non-US Developed, and / or Emerging Markets equities, fixed income, and/ or other asset classes directly impacting client assets; presenting and communicating, verbally and written, current macroeconomic and financial environments, views and forecasts, to existing and prospective clients and stakeholders in both English and Spanish; Excel, PowerPoint, and other applications used for the structuring, pricing, and display of information regarding client's assets; market facing systems including Bloomberg or Refinitiv to execute transactions daily; and client facing trade execution in both US Markets and International Markets, such as the Mexican Stock Exchange. Fluency in Spanish required to provide financial and investment advice to clients in Latin America, whose native language is Spanish and whose needs must be tailored to their specific location.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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