Analyst

About the Role

Goldman Sachs Family Office (GSFO) seeks an Analyst to support Private Wealth Advisors (PWAs) in delivering Family Office Solutions and contributing to business development initiatives. This role is ideal for a hard-working, client-friendly individual with a background in wealth management and/or family office services.

Key Responsibilities

Client Success

• Serve as the day-to-day contact for Family Office Solutions, building trust with PWA teams, clients, and third-party partners.
• Identify opportunities, highlight best practices, and ensure high-quality service delivery.
• Partner with PWM teams to manage the client lifecycle, from marketing and needs evaluation to onboarding, service delivery, and troubleshooting.
• Become a subject matter expert for service offerings, including consolidated performance reporting, Alternative Investment coordination, estate flow mapping, and cyber security.
• Facilitate interactions and workflows among PWA teams, clients, and third-party providers for timely deliverables.
• Ensure PWA teams and clients derive value quickly by managing efficient onboarding and ongoing service delivery, including educating stakeholders.
• Build PWA and client loyalty to minimize churn by understanding client needs and building relationships with key stakeholders.
• Collaborate, problem-solve, and strategize with PWA teams on solution delivery.
• Track and resolve client requests and feedback.
• Foster a client-centric team environment.

Business Development

• Develop, document, and enhance processes for efficiency in evolving environments.
• Advocate for PWA teams and clients by connecting their needs to the business's strategy and service evolution.
• Aid in product design and development in conjunction with the PWM Product team.
• Manage new service offering launches, rollouts, and ongoing service management, acting as a champion for these offerings.
• Collaborate across Compliance, Legal, PWM Operations, and Product to align priorities with client experience goals.
• Define success criteria and core metrics for each vendor partner, including leading indicators for business performance evaluation.
• Stay updated on internal and external technology partners, leveraging technology and services to build efficiencies.
• Support clients in understanding the benefits and considerations of the Network Services offering and manage expectations.
• Assist in identifying, evaluating, and developing third-party partnerships, acting as the relationship owner with senior third-party contacts.
• Engage in business development initiatives to enhance the GS Family Office offering, including creating scalable solutions, tracking client metrics, evaluating new service offerings, and executing opportunities that advance commercial impact.
• Contribute to ad hoc and strategic projects, requiring both strategic thinking and ground-up approach development.

Qualifications

• Bachelor's degree with 1-3 years of relevant industry experience in a client-facing role.
• Experience in Family Office, Wealth Management, or working with high-net-worth families is preferred.
• Demonstrated ability to work cooperatively and collaboratively to exceed client expectations.
• Strong understanding of financial and performance reporting within wealth management.
• Excellent writing and communication skills.
• Desire to work in a team-oriented environment.
• Outstanding analytical and problem-solving skills.
• Strong attention to detail and logical thinking.
• High degree of personal accountability, ensuring timely and high-quality service delivery.
• Commitment to excellence and integrity.
• Self-motivated, able to balance quality work with short deadlines.
• Deep interest in financial markets and good investment sense/commercial instinct.
• Resourceful, self-starter with great organizational skills.
• Ability to work in a fast-paced environment and think clearly under pressure.