Asset & Wealth Management, Public, Finance Analyst - Wheaton, IL
$70k - $100kThe Goldman Sachs Group
Goldman Sachs Asset Management 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. Job Highlights 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 $70,000-$100,000. 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 leading...AssetFull timeTemporary workPart timeWork at office$70k - $100k
...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... ...advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations...AssetFull timeTemporary workPart time$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- 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
$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$116.2k - $212.9k
...with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in...AssetWork experience placementSummer holidayLocal areaFlexible hours- Goldman Sachs Asset Management seeks a Finance Analyst to join the global finance team in Chicago. The role focuses on month-end close, financial reporting, and process improvement, with mentorship of junior staff. You will review statements, manage AP/AR, and prepare...Asset
$60k
...Private Wealth Advisor Job Locations US-IL-Hickory Hills Category/Function Trust/Wealth Management Position Type Regular Full... ...over $70 billion in total assets, we are a regional... ...~ Bachelor's Degree in Finance, Business or related field...AssetBase plus commissionFull time- 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
$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- 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
$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...~ CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity...AssetFull timeH1bLocal areaOverseas$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$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40%... ...~ CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity...AssetFull timeH1b- ...Acquisition Associate At J.P. Morgan Wealth Management, we have an enthusiasm for helping our... ...prospects into new clients, driving net new assets, referrals and conversion-rate... ...capabilities and skills: Bachelor's degree in Finance, Business, Economics or related field (...AssetWork at office
$61.5k - $98.3k
...This hybrid Chicago-based role provides exposure across Asset and Wealth Management while working with stakeholders at all organizational levels... ...institution ~2-4 years of experience in internal audit, risk, or public accounting/consulting within financial services ~...AssetH1bWork at officeWork from homeFlexible hours- .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...banking, credit cards, mortgages, auto financing, investment advice, small business loans... ...has approximately 400 billion in assets under management and 4,000 advisors who...Asset
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...~ CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity...AssetFull timeH1bLocal areaOverseas$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- 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...
$75k
...s success. As a Financial Advisor within PNC’s Wealth Management organization, you will be based in Western Springs, IL. Financial Advisors are based within a bank branch... ..., Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management...Full timeTemporary workPart timeWork experience placementWork at office- ...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...
$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- ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services... ...organizations. With over $11B in assets under management, we have earned a reputation for effectively... ...capability. ~ Bachelor's degree in Finance or similar. ~ Series 65 license...AssetLocal area
- ...Chief Investment Management Officer (CIMO) About the Company... ...instrumental in scaling the digital asset and wealth management family office,... ...experience in vendor management and public-facing roles. The ideal... ...ambitious AUM targets. Functions ~ Finance...AssetWork at office
$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$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
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