Asset & Wealth Management, PWM Regional Management Team, Financial Analyst - Boston

YOUR IMPACT

Are you a strategic thinker with a strong work ethic, desire to work within a growing global business, and ability to think outside the box? Analysts on the Regional PWM Management Team will gain exposure and access to senior managers in PWM, build expertise in business analysis and project management/execution, and develop a deeper understanding of the PWM business on a macro level. The team is seeking a candidate who has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and passion for working with others are essential to maintaining and enhancing our business.

OUR IMPACT

Private Wealth Management (PWM)

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.

Analysts on the PWM Management Team have a unique opportunity to work directly with senior management on the development and implementation of strategic and tactical initiatives that drive one of the firm’s core businesses. You will be a key liaison for Regional Management Teams, Private Wealth Advisors, and many other business enablers in daily business operations. The position requires deep analytical abilities complemented by strong interpersonal skills in providing solutions to complex macro and micro issues in the PWM business. You will also work directly with several PWM teams and their clients.

HOW YOU WILL FULFILL YOUR POTENTIAL

Support the New England PWM Region Head and Business Unit Manager in strategic initiatives and oversight of the PWM business

Work closely with PWM teams on a variety of issues, including business metric reporting and forecasting, office and team level productivity reviews, fee pricing, new business coordination, organizational planning and client analytics

Facilitate and manage cross-functional efforts on a variety of strategic initiatives and special projects related to business profitability, growth, and operations with business partners in Human Capital Management, Commission Accounting, Operations, Compliance, Legal, Finance, and Technology divisions

Create annual strategy and performance targets and track business metrics for the New England region

Assist PWM teams with strategically optimizing effectiveness and efficiency through best practice sharing and business planning strategy, and other managerial issues

Partner with HCM recruiting teams to develop and execute recruiting initiatives and to source, attract and evaluate talent for all levels and roles.

QUALIFICATIONS

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Bachelor’s Degree required

Self-starter who takes ownership and can lead/manage projects independently; confidence to work closely with senior management

Highly organized and process oriented with strong attention to detail and excellent follow-through

Strategic thinker and outstanding analytical skills; ability to work with detailed financial or other data and understand and communicate commercial implications

Excellent interpersonal, leadership and communication skills and a desire to work in a team-oriented environment

Results-oriented; ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered

Commitment to excellence and a high level of integrity

Retain good judgment and discretion, particularly when placed in demanding situations

Prior PWM team experience or experience in the private wealth high net worth area strongly preferred

SIE, Series 7 and 63 must be obtained within 3 months of employment

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLE

Analyst

OFFICE LOCATION(S)

Boston

JOB FUNCTION

Sales

DIVISION

Asset & Wealth Management

SALARY RANGE

USD 60,000 - 115,000