AWM, Goldman Sachs Ayco, Personal Wealth Financial Analyst, Dallas, TX Dallas · · Analyst

Wealth Management

Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high‑net‑worth individuals and families, as well as select institutions, including foundations and endowments. PW teams advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities, and global reach. Our advisors provide an unparalleled investment platform, inclusive of tax‑efficient solutions, philanthropic planning, and private banking services.

Finance analysts support Private Wealth Management by monitoring portfolio holdings, researching potential investments, and facilitating trade execution. They also manage client onboarding, fraud protection, liquidity management, and ongoing relationship management.

• Strategic Relationship Management: Collaborate with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes for high‑net‑worth and ultra‑high‑net‑worth clients, family offices, university endowments, and nonprofits.
• Portfolio Oversight & Optimization: Proactively monitor client portfolios, assess manager performance, identify re‑balancing opportunities, and recommend tactical investment ideas to optimize returns and manage risk.
• Tailored Investment Strategy Development: Design bespoke asset allocation proposals for new clients, integrating a wide range of managers, styles, and vehicles that align with client risk profiles and objectives.
• Impactful Client Communication: Prepare compelling client‑facing materials that clearly depict asset allocation, portfolio and risk analytics, historical performance, and economic insights.
• Rigorous Investment Due Diligence: Conduct thorough due diligence on internal and third‑party investment opportunities across public and private markets.
• Market Insight Synthesis & Communication: Synthesize complex research into actionable insights and communicate the firm’s strategic views to clients.
• Business Development & Growth: Support business development by researching qualified prospects and tracking capital raises.
• Trade Execution & Market Access: Facilitate trade execution across equities, options, fixed income, and currencies, ensuring seamless market access.
• Seamless Client Onboarding: Manage new account onboarding to ensure a smooth, positive experience.
• Client Reporting & Digital Engagement: Showcase client reporting capabilities and web functionalities to demonstrate transparency and digital excellence.

• Academic Foundation: Bachelor’s degree from an accredited institution.
• Dynamic Environment Adaptability: Ability to excel in fast‑paced, high‑pressure environments.
• Market Acumen & Investment Instinct: Strong interest in financial markets and sound investment sense.
• Collaborative & Agile Team Player: Ability to multitask and collaborate across desks and teams.
• Exceptional Communication
  
  Skills:
  
  Strong verbal and written communication, capable of articulating complex concepts.
• Organizational & Interpersonal Excellence: Strong organizational skills, meticulous attention to detail, and interpersonal abilities.
• Essential
  
  Certifications:
  
  Prepare to obtain SIE, Series 3, 7, and 63 licenses within three months of employment.

Goldman Sachs is committed to providing employees with competitive benefits and wellness offerings. These include health and welfare programs, life and disability insurance, graduate education support, and financial wellness resources.

Health, dental, short‑term disability, long‑term disability, life, accidental death, labor accident, and business travel accident insurance, varying by office location.

Competitive vacation policies based on role level and location, with a minimum of three weeks of expected vacation usage per year.

Assistance with retirement savings, higher education, and financial education content.

Medical advocacy, Employee Assistance Program (EAP), global medical, security, travel assistance, workplace ergonomics, and on‑site health centers.

On‑site fitness centers and reimbursement for fitness club or activity memberships.

On‑site child care, mother and baby rooms, and additional family support services, including adoption and egg donation stipends.

Goldman Sachs is an equal‑employment/affirmative action employer. Female – Minority – Disability – Veteran – Sexual Orientation – Gender Identity.

Goldman Sachs is a leading global investment banking, securities and investment management firm headquartered in New York, with offices worldwide.