Financial Analyst – Private Wealth Management (Chicago)
Goldman Sachs · Chicago
Job description
About the role
Goldman Sachs is seeking a quick‑thinking self‑starter with a passion for financial markets to join its Private Wealth Management (PWM) team in Chicago. The role supports Private Wealth Advisors by providing analytical insight, portfolio monitoring, and client‑focused investment solutions.
Key responsibilities
- Work closely with Private Wealth Advisors to support relationship management and investment processes for high‑net‑worth clients.
- Monitor client portfolios, assess manager performance, identify re‑balancing opportunities, and recommend tactical investment ideas.
- Create asset‑allocation proposals that align with client risk profiles, investment objectives, and firm strategic views.
- Prepare client‑facing materials that illustrate asset allocation, performance, and market commentary.
- Conduct diligence on internal and third‑party investment opportunities and assist in trade execution.
Required profile
- Strong attention to detail and ability to thrive in a fast‑paced environment.
- Excellent communication skills and a client‑service mindset.
- Self‑motivated with the ability to think creatively and solve problems.
Required skills
What we offer
- Opportunity to work with leading investment professionals in a global firm.
- Exposure to a broad range of asset classes and investment strategies.
- Professional development and mentorship within Goldman Sachs’ wealth management platform.
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Published 1 day ago
Expires 1 month from now
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Goldman Sachs
Chicago