Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst - New York

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box?  Our Trust Analysts support all aspects of our business from an operational and account management standpoint.  We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Goldman Sachs Trust Company

An essential component of Goldman Sachs’ private wealth management offering, The Goldman Sachs Trust Company, N.A. (“GSTC”) is a limited-purpose national bank providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.

GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management.  Our team of dedicated fiduciary professionals collaborate closely with Goldman Sachs’ Private Wealth Advisors (“PWAs”) to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary.

Based in our New York office, a GSTC Trust Analyst (TA) provides direct account oversight, including relationship management, and is a key person in managing the ongoing operational experience for our clients.

HOW YOU WILL FULFILL YOUR POTENTIAL 

• Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts 
• Administer cash management functions, including journals, checks and wires
• Prepare tax payments and other related tax filings
• Manage client account oversight activities to comply with regulatory requirements
• Reconcile and verify account activity and research historical data as needed 
• Coordinate investment advisory account implementation 
• Lead projects related to new business development and team strategic planning 
• Serve as key liaison to other areas supporting the PWM business 
• Assist with the new account onboarding process, including documentation and funding 
• Participate in efforts to improve efficiencies within the GSTC business

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach 

EXPERIENCE & SKILLS WE’RE LOOKING FOR

• Bachelor’s Degree Required
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in client service
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Commitment to exc