Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associate

This onsite, New York based role supports Goldman Sachs Private Wealth Advisors in day-to-day client coverage, portfolio construction, asset allocation and performance analyses. It is a long-term position designed to scale the PWAs' existing business, with compensation in the USD 85,000 to 160,000 per year range.

Opportunity Overview

• Corporate Title: Associate
• Office Location(s): New York
• Division: Asset & Wealth Management

Responsibilities

• Serve as the primary investment authority for the PWM team, demonstrating expertise across asset classes and investment vehicles
• Develop client relationships and serve as the main contact for account-related questions
• Conduct client-facing portfolio analyses covering strategic and tactical asset allocation, plus assessment of risk and return
• Assist in daily management of client accounts, including portfolio implementation and rebalancing across asset classes
• Act as a key liaison between client accounts and internal PWM stakeholders such as Operations and Compliance
• Lead or participate in cross-functional projects to enhance quality and efficiency within the PWM group
• Execute trades in equities, fixed income, mutual funds, and derivatives across client accounts
• Monitor macroeconomic trends and internal research publications and evaluate potential portfolio impacts
• Enhance team efficiency by refining operations workflows, strategic planning, and support infrastructure

Requirements

• Bachelor’s degree required
• 2-5 years of investment management, investment banking or related experience
• SIE, Series 3, Series 7 and Series 63 must be obtained within three months of employment
• Demonstrated leadership ability and a track record of achievement
• Ability to thrive in a fast-paced environment and think clearly under pressure
• Strong interest in financial markets and solid investment sense / commercial instinct
• Capacity to multitask and collaborate with numerous colleagues and desks across the Firm
• Excellent verbal and written communication skills
• Strong organizational and interpersonal skills
• Detail-oriented and highly organized
• Proficiency in financial modeling and presentation skills
• Obtaining CFA Charter and/or CFP encouraged and will be sponsored in accordance with firm policy

Benefits

• Healthcare & Medical Insurance
• Holiday & Vacation Policies
• Financial Wellness & Retirement
• Health Services
• Fitness
• Child Care & Family Care
• Benefits at Goldman Sachs