JobsAsset & Wealth Management, Private Wealth Management, Financial Analyst - Philadelphia
Asset & Wealth Management, Private Wealth Management, Financial Analyst - Philadelphia
Goldman SachsAsset & Wealth Management, Private Wealth Management, Financial Analyst - Philadelphia
Goldman SachsLocation
Philadelphia, PA
Type
Full-time
Posted
5/13/2026
Compensation
Not listed
Undergraduate with 2+ Years of Experience
Approval 98.3%·Filings 1,746·New hires 747·
💎 Strong Sponsor
·FY 2025Job description
The Financial Analyst role at Goldman Sachs focuses on supporting Private Wealth Management (PWM) teams by managing client relationships and investment processes for high net worth clients. Analysts will monitor portfolios, analyze asset allocations, and research investment opportunities while gaining insights into the asset management business. This position requires strong communication skills and the ability to thrive in a fast-paced environment. The role emphasizes attention to detail and client service to enhance business outcomes.
Requirements
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets and good investment sense/commercial instinct
- Ability to multi-task and work with numerous colleagues and desks across the Firm
- Strong verbal and written communication skills
- Strong organizational and interpersonal skills
- SIE, Series 7 and 63 required (must be obtained within three months of employment)
Responsibilities
- Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients.
- Monitor client portfolios to assess manager performance, identify re-balancing opportunities, and recommend tactical investment ideas.
- Create asset allocation proposals for new clients across a broad spectrum of managers, styles, and vehicles.
- Prepare client-facing materials depicting asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews.
- Diligence internal and third-party investment opportunities across the public and private markets.
- Synthesize research material and communicate firm views to clients.
- Support business development efforts by researching qualified prospects and tracking relevant capital raises.
- Help execute trades on behalf of clients in a variety of products including equities, equity options, fixed income, and currencies.
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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