The Goldman Sachs Group, Inc

AWM, Goldman Sachs Ayco, Personal Wealth Financial Analyst, Dallas, TX

The Goldman Sachs Group, Inc$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree from an accredited institution in finance or related field.
  • Proven ability to thrive in a fast-paced and high-pressure environment.
  • Demonstrated interest and insight in financial markets.
  • Strong collaborative ability, working well in team-oriented settings.
  • Exceptional verbal and written communication skills for diverse audiences.
  • Superior organizational skills and attention to detail.
  • Willingness to hold or obtain essential licenses (SIE, Series 3, 7, and 63) within three months.

Responsibilities

  • Collaborate with Private Wealth Advisors for strategic relationship management.
  • Monitor client portfolios and identify re-balancing opportunities.
  • Design bespoke asset allocation proposals tailored to client needs.
  • Prepare client-facing materials that clarify investment strategies and performance.
  • Conduct thorough due diligence on investment opportunities.
  • Synthesize research into actionable insights for clients.
  • Support business development through detailed research on prospects.
  • Facilitate trade execution across a variety of investment products.
  • Oversee a seamless onboarding process for new clients.
  • Provide client reporting and showcase digital engagement capabilities.

Benefits

  • Valuable and competitive employee benefits and wellness offerings.
Full Job Description
Job Description

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.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • 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 WE ARE LOOKING FOR

We are seeking a highly driven and intellectually curious professional with a profound passion for financial markets and a commitment to delivering exceptional client service. The ideal candidate will thrive in a fast-paced, collaborative environment, bringing a blend of analytical rigor, strong communication, and commercial acumen.
  • 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.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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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