Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst Salt Lake City
Share
Job Location:
Salt Lake, UT - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
YOUR IMPACT
The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy which helps Private Wealth Managements high-net-worth clients with efficient wealth transfer. Highly qualified candidates at the Associate level will also be considered.
In addition to working on the Systematic Wealth Transfer strategy the new team member may also help with client solutions projects and investment-related research. SQAA is an innovative and dynamic team and this role requires patience creativity the ability to multitask attention to detail as well as interpersonal and problem-solving skills.
OUR IMPACT
Wealth Management
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. Our consumer business provides digital solutions for customers to better spend borrow invest and save. 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.
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.
Investment Strategy Group (ISG)
The Investment Strategy Group (ISG) within PWM has responsibility for strategic and tactical asset allocation views and advice for the firms high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities including a passion for investingclient serviceas well as strong analytical and communication skills.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Demonstrate strong analytical and technical skills
- Deliver timely thoughtful and flawless executions
- Interact with the firms current and prospective clients
- Show a keen interest in understanding the financial markets
- Coordinate with other teams across Goldman Sachs
- Initiate and assist on investment research efforts
SKILLS & EXPERIENCE WERE LOOKING FOR
- Bachelors degree required
- Interest in or professional experience working on estate planning solutions involving trusts
- Solid Excel and PowerPoint skills
- Excellent communication skills especially the ability to explain complex technical concepts in simple terms
- Strong interpersonal skills and a passion to engage with clients
- Attention to detail patience and ability to handle multiple concurrent projects
- Collaborative and teamwork-oriented
- Independent logical and critical thinking with the willingness to constantly think outside of the box
- SIE Series 7 and 63 required (must be obtained within three months of employment)
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.
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
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.
