The Analyst role at Goldman Sachs Family Office involves working closely with Private Wealth Advisors to deliver investment reporting solutions and support business development initiatives. This position requires a client-friendly individual with a background in wealth management or family office services. The Analyst will serve as a day-to-day contact for clients and PWA teams, ensuring high-quality service delivery. The role emphasizes building trust, managing client relationships, and collaborating on tailored solutions to meet complex client challenges.

• Bachelor's Degree required, preferably in Accounting, Finance, or a related field.
• 1-3 years of relevant industry experience in a client-facing role, preferably in family office or wealth management.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees.
• Understanding of financial and performance reporting within wealth management.
• Excellent writing and communication skills.
• Outstanding analytical and problem-solving skills.
• Strong attention to detail and exceptional multi-tasking ability.
• Self-motivated with the ability to manage multiple projects simultaneously.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams must be obtained within the first 3 months of employment.

• Serve as the day-to-day contact for the delivery of investment reporting solutions.
• Identify areas of opportunity and highlight best practices to ensure high-quality services.
• Partner with PWM teams to manage the client lifecycle throughout their relationship.
• Act as the in-house subject matter expert for sophisticated investment reporting.
• Collaborate with Product Management on new product launches for an exceptional client experience.
• Track, resolve, and act on client requests and feedback to drive continuous product improvement.
• Build PWA and client loyalty by understanding client needs and cultivating trusted-advisor relationships.
• Proactively identify opportunities to streamline processes and enhance service delivery.

• 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.