Consumer & Wealth Management, Portfolio Advisory Group, Financial Analyst - London
Consumer and Wealth Management (CWM)
Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office Private Wealth Management
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.
The Portfolio Advisory Group (PAG) in EMEA is responsible for helping Private Wealth Advisor's (PWA's) within Private Wealth Management (PWM) in the EMEA region and to win and retain business. The Portfolio Advisory Group helps PWA's disseminate the Investment Strategy Group's (ISG) macro-economic and market outlook, understand the attributes and risks of different investment strategies and construct bespoke client portfolios.
- Address specific PWA questions regarding mutual fund and ETF platform, liaising with product teams where necessary
- Prepare investment proposals for specific clients and prospects based on ISG asset allocation
- Deliver thoughtful insight to PWAs on ISG's economic and market views
- Prepare monthly fund performance reports
- Investment-related work experience; CFA level 1 preferred
- Good interpersonal skills and ability to work efficiently with others
- Strong communication skills, both spoken and written
- Proficient in Excel
- Some familiarity with investment management product offerings is helpful