Asset & Wealth Management, Public, Finance Analyst - Wheaton, IL
$70k - $100kGoldman Sachs
Finance Analyst A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. Within AWM, the Finance group supports each asset management business through a variety of functions, including managing the valuation process for each AMW Private business (e.g., recommending appropriate quarter-end equity and debt valuations) and analyzing, budgeting and projecting the performance of each business. This position will be within the AWM Finance group assisting in both the monthly / quarterly valuation process and the budgeting process. Innovator from Goldman Sachs Asset Management is seeking a motivated and detail-oriented Finance Analyst to join our growing finance team. This role will serve as a key contributor to the accounting function. The candidate will play a critical role in financial reporting, process improvement, and oversight of core accounting activities, while also mentoring junior staff and helping drive operational excellence. Key Responsibilities: Lead and own key components of the month-end and year-end close processes, ensuring accuracy and timeliness Review and analyze financial statements, identifying trends, variances, and actionable insights Oversee accounts payable and accounts receivable processes, ensuring proper controls and accuracy Prepare and review complex journal entries and account reconciliations Review and approve employee expense reports for compliance and accuracy Support budgeting, forecasting, and detailed variance analysis Assist in the preparation of financial statements in accordance with GAAP Partner with the VP of Finance on strategic initiatives, reporting enhancements, and process improvements Provide guidance and mentorship to junior staff Assist with audits and coordinate with external auditors as needed Drive continuous improvement in accounting systems, processes, and internal controls Provide ad-hoc analysis and reporting to support business decisions Requirements: Bachelor's degree in Accounting, Finance, or a related field 3+ years of progressive accounting experience Strong knowledge of GAAP and financial reporting Advanced proficiency in Microsoft Excel (pivot tables, lookups, data analysis) and accounting systems Experience with month-end close ownership and financial statement preparation Strong analytical, organizational, and problem-solving skills Excellent communication skills with the ability to interact across departments Ability to manage multiple priorities and meet deadlines in a fast-paced environment CPA or active progress toward CPA strongly preferred Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $70000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. #J-18808-Ljbffr
$70k - $100k
...Asset & Wealth Management, Public, Finance Analyst - Wheaton, IL Job Description A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s...AssetFull timeTemporary workPart timeWork at office$70k - $125k
Asset & Wealth Management, ETF Investment Strategy, Analyst - Wheaton, IL Chicago, IL, United States Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential...AssetFull timeTemporary workPart time- ...Summer Analyst Program Our Summer Analyst Program is a nine... ...opportunities About the Division Asset & Wealth Management (AWM) offers students an... ...across traditional public investing and alternative investments... ...Locations: Chicago, IL, United States Areas of the...AssetApprenticeshipSummer workSummer internship
- About the program Our Summer Analyst Program is a nine to ten... ...opportunities About the division Asset & Wealth Management (AWM) offers students an... ...solutions across traditional public investing and alternative investments... ...Analyst Locations Chicago, IL, United States Areas of the...AssetFull timeApprenticeshipSummer workSummer internshipWork at office
$60k - $96k
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected... ...Pay Transparency details Location: US - IL - Chicago - 110 N Wacker Dr - Bank Of...AssetWork at officeWork from homeShift workDay shift$120k - $180k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews... ...as attorneys and financial asset managers Managing multiple... ...Planning or related area in public accounting or a combination... ...in the firms Chicago IL office only is between $120,...AssetWork at office$105k - $200k
Job Description The Credit Manager II (CMII) is a client-facing role... ...existing credit relationships with wealth clients. The CMII sets the... ...deliver seamlessly Maintain asset quality within the defined GWIM... ...Pay Transparency details US - IL - Chicago - 110 N Wacker Dr -...AssetShift workDay shift- Goldman Sachs Group, Inc. is seeking a Regional Consultant (internal wholesaler) within their Asset & Wealth Management division in Chicago, IL. This role involves driving client engagement and sales, requiring strong interpersonal skills and a passion for financial markets...Asset
- Lazard Asset Management is seeking a Territory Lead for Private Wealth Management (PWM) in Chicago, IL. The role requires managing sales strategies and building long-term client relationships. Ideal candidates will have over 7 years of experience in financial services,...Asset
$104.5k - $165k
J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and... ...expertise that span the full spectrum of asset classes through our global network of investment... ...process. Base Pay/Salary: Chicago, IL $104,500.00 - $165,000.00 / year Equal...Asset$90k
J.P. Morgan Wealth Management - Private Client Advisor - O'Hare / Cook County, IL Join to apply for the J.P. Morgan Wealth Management... ...credit cards, mortgages, auto financing, investment advice, small... ...business has ~$400 billion in assets under management and ~4,000 advisors...AssetFull time$100k - $135k
...Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay... ...largest independently owned fee-based wealth management firms in the Midwest. They provide... ...Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts...AssetFull timeTemporary workWork at office$85k - $240k
...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...to benefits, wellness and personal finance offerings and mindfulness programs. Learn... ...Job Category Vice President Locations Chicago, IL, United States Goldman SachsAsset$136.6k - $142.5k
...solutions through leading-edge management consulting along with technology... ...growing global team, providing wealth management industry expertise and insights to Asset & Wealth Management clients. You... ...sources including commercial data, public and open source, company and...AssetWork at officeLocal areaShift work$75k - $88k
...is a US-based institutional asset manager. Established in Chicago in 19... ...Functionally oriented teams include Public & Private Investment... .... Job Purpose The Portfolio Analyst role exists within the Public... ...Bachelor's Degree , preferably in Finance or Accounting related...AssetWork at officeLocal area- J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire...Asset
- ...relationships by processing requests, resolving issues, providing up‑to‑date information, and assisting ongoing wealth planning, referral source management, and new lead generation. Assist in managing relationship and account reviews, promote firm services to deepen client...
- ...to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private...
$83.1k - $141.3k
Northern Trust Corp is looking for an experienced Audit Manager for their Asset & Wealth Management division based in Chicago, IL. This role involves leading audit projects, mentoring junior staff, and ensuring deadlines are met. The ideal candidate should have at least...Asset- ...through processing requests, resolving issues, and providing up‑to‑date information and assisting with ongoing wealth planning for clients, referral source management and new lead generation. Assist in managing relationship and account reviews, promote firm services to...
$61.5k - $98.3k
...opportunity This hybrid Chicago-based role provides exposure across Asset and Wealth Management while working with stakeholders at all organizational... ...2-4 years of experience in internal audit, risk, or public accounting/consulting within financial services Experience...AssetH1bWork at officeWork from home- ...are our number one priority. With a wealth of learning and career development opportunities... .... KPMG is currently seeking a Manager, SAP S4 Public Cloud Asset to Retire (A2R) Lead to join our... ...Cloud programs, collaborating with Finance, Controlling, Procurement, and...AssetFull timeH1bLocal area
$77k - $214k
Overview Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...AssetFull timeH1bLocal area$70k - $125k
Goldman Sachs in Chicago, IL is seeking a candidate in Asset & Wealth Management to assist with ETF strategies. In this role, you will partner with sales teams and support client interactions by providing analytics and insights. The ideal applicant has 1-3 years’ experience...Asset$195k
...Chief Credit Officer – To $195K – Chicago, IL – Job # 3513 Who We Are The Symicor Group... ...: Must have a significant background managing credit policy and credit performance for... ...approval. Supervising the Bank’s special assets area in curing weak credits, collection of...AssetWork experience placement$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast... ...clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and...AssetFull timeWork at officeLocal areaRemote workFlexible hours$70k - $125k
Goldman Sachs Group, Inc. is seeking an Analyst for their Asset & Wealth Management division in Chicago, IL. The role focuses on supporting ETF business development, client engagement, and market initiatives through collaboration with sales teams. Ideal candidates will...Asset$55k - $110k
Asset & Wealth Management, Client Solutions Group -Administrative Assistant, Chicago Chicago, IL, United States Job Description The Role Our Administrative Assistants provide high... ...based in either our Chicago, IL or Wheaton, IL office to support the integration of...AssetFull timeTemporary workPart timeWork at office$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago... ...Northwest Oak Brook, IL, United States Job... ...1800 S Naperville Rd, Wheaton, IL, 60189, US Job Schedule... ...processing and asset management. We offer... ...cards, mortgages, auto financing, investment advice, small...AssetFull time- Goldman Sachs Bank AG is seeking a Wealth Management Professional in Chicago, IL, who will provide exceptional client service and operational support. The... ...interaction, managing relationships, onboarding, and overseeing assets, all while working in a fast-paced environment. Ideal...Asset
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