IMD, PWM, Financial Analyst

Job description

Job Summary & Responsibilities

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 Financial Analyst provides relationship management support to PWM teams by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, executing trades, and assisting teams with business development, while gaining a broad-based understanding of the asset management business.

As a Financial Analyst, your responsibilities include:

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Keep abreast of the latest events in the financial markets
• Analyze equity and fixed income portfolios for risk and return characteristics
• Execute client orders and assist in portfolio rebalancing
• Develop and prepare marketing presentations for prospects/clients that address equity, fixed income, and alternative investment components of asset allocation
• Research internal and external investment vehicles and trading ideas
• Work in conjunction with various product groups within and outside Goldman Sachs (GS) to respond to client needs
• Assist and relay GS research and market views to Private Wealth Advisors and clients
• Provide general client service, trading and team support

Basic Qualifications

• University Degree holder with strong academic background
• Demonstrated interest in the financial markets and good investment sense / commercial instinct
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent interpersonal, leadership and communication skills and a desire to work in a team-oriented environment
• Ability to speak fluent Mandarin because the role involves daily interaction with Chinese clients.
• Strong analytical and organizational skills

Preferred Qualifications

• Creative thinker
• Entrepreneurial
• Detail-oriented
• Excellent analytical, communication, and interpersonal skills
• Knowledge of Microsoft Office software (Outlook, Excel and Word)
• HK SFC paper 1 (must be obtained within first six months of employment)

Goldman Sachs is an equal opportunity employer. © The Goldman Sachs Group, Inc., 2010. All rights reserved.

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