Analyst

About the Role

Seeking a visionary and highly analytical Analyst with a strong work ethic and proven ability to innovate to join a high-performing team dedicated to driving Wealth Management's future success and competitive advantage. This role involves identifying and sizing opportunities, assessing industry trends, and developing impactful recommendations for growth, profitability, multi-year planning, and competitive dynamics.

Key Responsibilities

• Work with management to deliver clear and consistent WM growth strategy and other presentation materials to internal and external audiences.
• Conduct wealth management competitor research to uncover key themes, drivers of industry change, and evaluate GSWM’s relative positioning and provide recommendations.
• Facilitate cross-functional strategic offsites and other meetings between GSWM Leadership, business units, and other key stakeholders.
• Manage WM key performance indicators and drive and execute key initiatives across WM.

Qualifications

• Bachelor's degree required.
• Strong academic record.
• 2+ years of experience in the financial services industry.
• Knowledge/experience in wealth management a plus.
• Excellent writing and presentation development skills that can take complex concepts and create concise narratives for presentation and discussion.
• Experience conducting market and competitor research preferred, including familiarity with corporate filings and financial statements (e.g., Form 10-K) to drive insights and inform recommendations and action plans.
• Effective relationship building skills and the ability to work in a matrixed, collaborative organization.
• Strong organizational skills to manage multiple priorities and shifting timelines.
• Self-starter who learns quickly and is attentive to detail. Strong team player.
• Highly proficient at Excel and PowerPoint.

Note: The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The multi-faceted role requires an individual with strong analytical, problem solving, quantitative, communication, presentation, and project management skills who is capable of multitasking across several large projects.