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Asset & Wealth Management – Private Wealth Management – Apex – Analyst
| Company | Goldman Sachs |
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| Location | New York, NY, USA |
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| Salary | $75000 – $125000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- Bachelor’s Degree Required
- Demonstrated orientation toward and interest in understanding financial markets with at least 2 years of relevant industry experience; preferably related to investment banking, private or growth equity or wealth and asset management
- Highly organized and detail-oriented with ability to work in a fast-paced environment
- Excellent interpersonal skills and desire to work in a team-oriented environment
- Demonstrated history of commercial prowess and success
- Ability to excel in a strategic and entrepreneurial business
- Strong proficiency in Excel, Power Point and CRM
Responsibilities
- Develop connectivity within the Firm to source and deliver differentiated and bespoke private equity, fixed income and alternative investment products to clients
- Work closely on business development initiatives including managing client-related events, spearheading product development, improving sourcing channels, and creating scalable solutions
- Champion select investments through due diligence committee and review processes internally
- Develop a comprehensive understanding of clients’ interests and preferences in order to effectively ensure customized execution
- Communicate investment opportunities with sales teams and directly to Apex clients
- Prepare business reviews and strategic updates for senior leadership
Preferred Qualifications
- SIE, Series 7 and 63 preferred (within 3 months)
