Financial Investment Professional at Goldman Sachs — BranchFactor

Original posting

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 ultra-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.

Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad-hoc items tied to client requests. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time.

HOW YOU WILL FULFILL YOUR POTENTIAL

Act as the ‘Chief Investment Officer’ of the PWM team, exhibiting expertise across asset classes and investment vehicles
Develop relationships with clients and act as the primary point of contact for account related questions
Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes
Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance
Lead or participate in cross-functional group projects to improve quality and efficiency within the PWM team
Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts
Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure

SKILLS & EXPERIENCE WE ARE LOOKING FOR

Bachelor’s degree required (CPA, JD, or MBA degrees welcome)
5+ years of investment management, investment banking or comparable experience
Strong leadership skills and record of demonstrated achievement
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in the financial markets and good investment sense/commercial instinct
Ability to multi-task and work with numerous colleagues and desks across the Firm
Strong verbal and written communication skills
Strong organizational and interpersonal skills
Detailed-oriented and highly organized
Strong financial modeling and presentation skills
SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
- Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

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 GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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

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