Private Wealth Management, Financial Analyst, Analyst, Geneva

Goldman Sachs, Inc. is hiring a Junior Financial Analyst for its Private Wealth Management team in Geneva. The role supports wealth advisors in managing high-net-worth client portfolios and investment strategies.

The Private Wealth Management division at Goldman Sachs focuses on building and maintaining relationships with high-net-worth individuals, families, and foundations. This position helps clients grow and protect their financial assets by designing long-term investment plans tailored to their risk profiles and providing access to diverse investment opportunities. The analyst will work alongside wealth advisors to create customized strategies and deliver a comprehensive range of wealth management services.

Responsibilities

• Collaborate with Private Wealth Advisors to execute and support wealth management strategies for clients.
• Create marketing presentations for potential clients, covering equity, fixed income, and alternative investments.
• Evaluate equity and fixed income portfolios to assess risk and return metrics.
• Perform portfolio rebalancing tasks.
• Conduct research on internal and external investment options for client asset allocation.
• Monitor current financial market developments.
• Share Goldman Sachs research insights and market perspectives with wealth advisors.
• Coordinate with various product groups within Investment Management to address client requirements.
• Provide trading assistance and support client service and team operations.

Requirements

• Hold a Bachelor’s degree.
• Demonstrate proficient to advanced proficiency in MS Office applications (Excel, PowerPoint, Word, Outlook).
• Maintain a highly organized approach with meticulous attention to detail and consistent follow-through.
• Effectively manage multiple projects with competing deadlines.
• Work collaboratively as a team player with a positive attitude and strong work ethic.
• Possess strong written and verbal communication skills.
• Thrive in a fast-paced work environment.
• Adapt quickly to different industries and business contexts.
• Self-direct, analyze, evaluate, and form independent judgments.
• Build and maintain relationships with senior management and global stakeholders.
• Exercise commercial acumen and discretion when handling confidential or sensitive information.
• Uphold integrity, ethical standards, and sound judgment.

Nice to have

• Knowledge of French or Italian is considered an advantage.
• Prior experience in a relevant field is preferred.

What the company offers

• Access to training and development opportunities, along with firmwide networks.
• Comprehensive benefits, wellness programs, personal finance resources, and mindfulness initiatives.

About the company

Founded in 1869, Goldman Sachs is a leading global investment banking, securities, and investment management firm. The company is dedicated to helping clients, shareholders, and communities grow by leveraging its people, capital, and ideas. Goldman Sachs values individuality, believing that diverse perspectives enhance performance, and is committed to fostering diversity and inclusion both within the workplace and beyond.

• The company leverages its people, capital, and ideas to support growth for clients, shareholders, and communities.
• Goldman Sachs values individuality, recognizing that personal backgrounds enhance professional performance.
• The firm is dedicated to advancing diversity and inclusion in the workplace and beyond.