Analyst

About the Role

At Goldman Sachs Wealth Management, the Financial Planner, Analyst role within Asset & Wealth Management, GS Ayco is dedicated to empowering clients globally to achieve their financial aspirations. This role delivers sophisticated financial planning, investment management, and strategic advice.

Key Responsibilities

• Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals.
• Prepare sophisticated financial reports and analyses covering cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts.
• Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, serving as a trusted resource to gather essential information and deliver expert financial advice.
• Prepare accurate and timely income tax returns for clients.
• Actively contribute to and lead various financial planning projects and in-depth analyses.
• Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing.
• Participate in client meetings to gain deep insights into the service delivery model and client deliverables.

Requirements & Tech Stack

• Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire.

Qualifications

• Bachelor’s degree required.
• Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment.
• Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely to diverse audiences.
• Unwavering commitment to maintaining the highest level of confidentiality and discretion.
• An enthusiastic and positive approach to problem-solving and delivering unparalleled client service.
• Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork.
• Must be innovative, demonstrate proactive time management, and possess a strong follow-through to ensure task completion and project success.