Financial Analyst - Private Wealth Management

About Private Wealth Management at Goldman Sachs

Goldman Sachs Private Wealth Management (PWM) specializes in developing tailored wealth management plans for high net worth individuals, families, and select institutions such as foundations and endowments. PWM teams collaborate closely with clients to craft customized strategies leveraging Goldman Sachs' extensive investment expertise, broad wealth management capabilities, and global footprint. Private Wealth Advisors provide a comprehensive investment platform that includes tax and estate planning, philanthropic advisory, private banking, and lending services. These close client relationships enable the offering of additional services as needs evolve by utilizing resources from Goldman Sachs and beyond.

Key Responsibilities

• Support Private Wealth Advisors in creating and executing wealth management strategies for clients in the Southeast Asia market.
• Stay current with financial market developments to inform decision-making.
• Evaluate risk and return profiles and assist in client portfolio rebalancing activities.
• Process client orders and subscriptions across multiple asset classes smoothly and accurately.
• Prepare marketing materials and presentations addressing equity, fixed income, foreign exchange, and alternative investment allocations for prospective and existing clients.
• Conduct research on both internal and external investment products and trading ideas.
• Work in collaboration with various product groups within and outside the Investment Management Division to meet client requirements.
• Convey Goldman Sachs research and market insights to Private Wealth Advisors and clients effectively.
• Provide client service and support to the team in day-to-day activities.
• Assist in projects related to the development of the platform and improvements to infrastructure and processes.

Candidate Qualifications

• Experience handling foreign exchange investment instruments.
• Ability to perform effectively in a dynamic, high-pressure environment with clear decision-making.
• Strong enthusiasm for financial markets combined with a solid investment and commercial intuition.
• Excellent interpersonal, leadership, and communication skills; thrives in team-oriented settings.
• Demonstrated strong analytical and organizational capabilities.
• Entrepreneurial mindset with creative problem-solving skills.
• Detail-focused and meticulous approach to work.
• Proficiency in Microsoft Office tools (Outlook, Excel, Word) and financial platforms such as Bloomberg and Reuters.

Additional Information

Goldman Sachs is a globally recognized investment banking, securities, and asset management firm, founded in 1869 and headquartered in New York, with offices worldwide.

The company fosters diversity and inclusion, offering professional growth opportunities through training, networks, wellness programs, and mindfulness initiatives. They provide reasonable accommodations for candidates with disabilities during recruitment and are an equal opportunity employer not discriminating by any protected characteristic.