JobsAsset & Wealth Management, Trust Services, Analyst - New York
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Asset & Wealth Management, Trust Services, Analyst - New York

Goldman Sachs

Location

New York, NY

Type

Full-time

Posted

7/15/2026

Compensation

$75,000 - $125,000 USD

Undergraduate Entry-Level
Approval 98.3%·Filings 1,746·New hires 747·
💎 Strong Sponsor
·FY 2025

Job description

The Estate Analyst position at Goldman Sachs involves supporting the Estate Settlement Services team in the administration and operation of estate accounts. The role requires strong attention to detail and effective communication skills to work closely with fiduciary professionals and other stakeholders. The team focuses on efficiently managing estate settlement processes while ensuring compliance with fiduciary and regulatory requirements. This position is based in New York City and is integral to enhancing the estate administration business.

Requirements

  • Bachelor's degree is required.
  • Ability to work in a fast-paced environment and think clearly under pressure.
  • Strong interest in client service.
  • Self-motivated and able to work in an autonomous, yet collaborative environment.
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills.
  • Strong knowledge of estates practice area, including probate and tax matters.
  • Paralegal experience in estate administration or experience on an estate administration team at a wealth management firm is a plus.

Responsibilities

  • Support the Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts.
  • Administer estate cash management functions, including receipts, disbursements, journals, checks, and wires.
  • Coordinate preparation of estate tax payments, fiduciary income tax payments, and related tax filings.
  • Support estate account oversight activities to comply with fiduciary, operational, and regulatory requirements.
  • Reconcile and verify estate account activity, asset values, distributions, and historical data as needed.
  • Coordinate estate-related account implementation, asset transfers, and funding activity.
  • Support projects related to estate settlement workflows, process improvements, and team strategic planning.
  • Serve as a key liaison to PWAs, fiduciary professionals, outside counsel, tax advisors, and other areas supporting the estate settlement process.
  • Assist with estate onboarding, including documentation, account opening, asset inventory, and funding activity.
  • Participate in efforts to improve efficiencies within the Estate Settlement Services business.

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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