Job Description

The Strategic and Quantitative Asset Allocation team at Goldman Sachs is seeking an Analyst to support the Systematic Wealth Transfer strategy for high-net-worth clients. The role involves investment-related research, client solutions projects, and requires strong analytical, communication, and problem-solving skills.

Requirements

Bachelor's 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)

Responsibilities

Demonstrate strong analytical and technical skills
Deliver timely, thoughtful, and flawless executions
Interact with the firm’s 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

Benefits

Employees at Goldman Sachs are often offered comprehensive benefits, including medical, dental, life and disability coverage, generous vacation and holidays, and robust wellness resources such as EAP counseling, medical advocacy, on-site/virtual health services, and fitness support. Financial perks typically include retirement savings programs, live financial education, education support, and wealth-creation opportunities through equity awards and select investment programs. Many locations also provide family benefits (childcare resources, parental and family leaves, adoption/surrogacy support) and flexible work options like part-time schedules, job sharing, telecommuting, and alternate hours.

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