AWM | Private Bank | Capital Markets Underwriter | Dallas
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Our Impact
Across Asset & Wealth Management (AWM) Goldman Sachs empowers clients worldwide to reach their financial goals through advisorled planning investment management banking and tailored lending solutions. Within AWM the Private Bankdelivers competitive borrowing and cashmanagement products from Goldman Sachs Bank USA strategically integrated with each clients broader wealth strategy. Our lenders and specialists provide bespoke solutions secured by a wide range of asset classesincluding marketable securities alternatives residential and commercial real estate and unique assets such as aviation fine art and private holdings.
Your Impact
The Underwriting Analyst is an entrylevel role responsible for supporting all aspects of the Private Banks credit underwriting process. Analysts focus on data gathering preliminary financial analysis exposure tracking and documentation support. The position is designed to build foundational credit skills and provide exposure to a wide range of wealthdriven lending solutions.
This is an ideal role for earlycareer talent seeking development in financial analysis and credit risk within a sophisticated private banking environment.
Key Responsibilities
Financial & Credit Analysis Support
- Collect and organize financial statements tax returns liquidity reports and collateral documents.
- Prepare initial financial spreads liquidity analyses and exposure summaries.
- Assist with marketable securities analysis LTV calculations and collateral coverage reviews.
- Support Analysts and Underwriters with initial drafting of memo components and client summaries.
Operational & Execution Support
- Maintain credit files internal databases exposure systems and workflow trackers.
- Support the documentation and closing process by coordinating with Legal Compliance and Operations.
- Perform data integrity checks and prepare materials for credit meetings and committee packages.
Risk & Controls
- Ensure that required documentation is collected and maintained in accordance with policy.
- Support periodic monitoring activities including annual reviews covenant checks and collateral revaluations.
- Assist in identifying discrepancies or red flags in client information and escalate appropriately.
Collaboration
- Work closely with Associates Underwriters Bankers and Risk to ensure timely accurate execution.
- Participate in team meetings training sessions and underwriting discussions.
Qualifications
Required
- 13 years of experience in finance credit analysis accounting or related fields.
- Strong analytical skills and proficiency with Excel and financial statement review.
- High level of accuracy organization and attention to detail.
- Strong communication skills and eagerness to learn credit fundamentals.
Preferred
- Internship or experience in private banking corporate lending wealth management or credit operations.
- Exposure to financial modeling or analysis coursework.
Success Factors
- Curiosity and desire to develop credit expertise.
- Strong work ethic and willingness to support multiple stakeholders.
- Ability to learn quickly in a dynamic highvolume environment.
- Dependable execution and commitment to accuracy.
REQUIRED LICENSING
- Series 7 63 and SIE or must be obtained within 4 months of joiningthe firm
ABOUT GOLDMAN SACHS
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. Were 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 committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group Inc. 2026. All rights reserved.
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.
Key Skills
About Company
The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
