Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas

Financial Analyst

Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. This role is in our Goldman Partner Office (GPO).

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. 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.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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.

The Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. Our Private Wealth Advisors partner with GPO's financial planning arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm's partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals.

Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients

Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas

Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm's strategic views

Prepare client-facing materials depicting asset allocation and performance

Diligence internal and third-party investment opportunities across the public and private markets

Synthesize research material and communicate firm views to clients

Support business development efforts by researching qualified prospects and tracking relevant capital raises

Bachelor's degree required

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

SIE, Series 7 and 63 required (must be obtained within three months of employment)

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:

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Job Identification 165264

Job Category Analyst

Locations Dallas, TX, United States