Sales | Analyst | San Francisco, CA

MORE ABOUT THIS SKILLSET

Helping clients navigate markets to support their investment goals.

Individuals across these teams have strong communication, integrity, time management and problem-solving skills. It is also key for these colleagues to embody a client-first mentality, exercising good judgment, tact and diplomacy when interacting with clients, executives and other levels of management.

If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business. 

DIVISIONS AND JOB FUNCTIONS

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. 

A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:

• Leverage your operational background and experience to contribute to a growing business
• Work closely with Private Wealth Advisors to support their PWM clients
• Identify opportunities for and coordinate wealth advisory services within client base
• Manage advisory business implementation and re-balancing
• Manage cash balances and private banking services in accounts
• Serve as a key liaison to other areas supporting the PWM Business
• Plan and manage new account on boarding process
• Provide overview of client reporting and web capabilities to potential new clients
• Execute, process and reconcile trading and other investment related transactions

Global Markets Division enables our clients to buy and sell financial products, raise funding and manage risk. We make markets and facilitate client transactions in fixed income, equity, currency and commodity products. In addition, we make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis.

• Equities teams transact in stocks and other equity-related products, including convertible securities, options, and futures. Their work includes financing, securities lending, and other services for institutional investors. 
• Fixed Income, Currency, and Commodities teams transact in a variety of assets, including interest rate products (such as government bonds, treasury bills, and other highly liquid instruments), credit products, mortgages, currencies, and commodities

BASIC QUALIFICATIONS

• Bachelor’s degree 
• 0-3 years of prior work experience in a relevant field. 
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment 
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders 
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment

Salary Range

The expected base salary for this New York, New York, United States-based position is $60,000 - $130,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareh