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MORE ABOUT THIS JOB
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? We are seeking Financial Analysts 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.
Consumer and Investment Management (CIMD)
The Consumer and Investment Management Division includes Company Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Company). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.
Company 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 Company 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 Company and beyond.
RESPONSIBILITIES AND QUALIFICATIONS
HOW YOU WILL FULFILL YOUR POTENTIAL
Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
Analyze equity and fixed income portfolios for risk and return characteristics
Execute portfolio rebalancing
Research internal and external investment vehicles for client asset allocation
Keep abreast of the latest events in the financial markets
Relay GS research and market views to Private Wealth Advisors
Work in conjunction with various product groups within Investment Management to respond to client needs
Assist with trading and provide client service and team support
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
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in the financial markets and good investment sense/commercial instinct
Ability to multi-task and work with numerous colleagues and desks across the Firm
Strong verbal and written communication skills
Strong organizational and interpersonal skills
Series 7 and 63 required (must be obtained within three months of employment)
The Company Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.