Financial Analyst - Private Wealth Management

Role overview

Goldman Sachs Private Wealth Management helps high-net-worth individuals, families, and selected institutions such as foundations and endowments build well-rounded wealth plans. The team partners closely with clients to craft tailored strategies using the firm’s investment expertise, broad wealth-management solutions, and global footprint. The platform can include services such as tax and estate planning, philanthropic planning, and private banking and lending support.

What you will do

• Partner with Private Wealth Advisors to design and execute wealth-management solutions for PWM clients across Southeast Asia.
• Stay current on market movements and financial-news developments.
• Assess portfolio risk and return and help with portfolio rebalancing when needed.
• Process client orders and subscriptions across multiple asset classes.
• Create client and prospect presentations covering equity, fixed income, foreign exchange, and alternative investments as part of asset-allocation discussions.
• Perform research on both internal and external investment products, as well as trading opportunities.
• Work with product teams inside and outside the Investment Management Division to address client requirements.
• Communicate Goldman Sachs research and market perspective to Private Wealth Advisors and clients.
• Support day-to-day client servicing and broader team needs.
• Contribute to projects related to platform enhancement and other operational or process improvements.

Required profile

• Hands-on experience with foreign-exchange investment instruments.
• Comfort working in a high-pressure, fast-moving environment with clear thinking under tight deadlines.
• Strong interest in financial markets, along with sound commercial and investment judgment.
• Excellent communication, leadership, and people skills, with a collaborative mindset.
• Strong analytical and organizational capability.
• Entrepreneurial approach and a creative, problem-solving mindset.
• High attention to detail.
• Working knowledge of Microsoft Office tools, especially Outlook, Excel, and Word, plus Bloomberg or Reuters.

About Goldman Sachs

Goldman Sachs is a global investment banking, securities, and investment management firm founded in 1869 and headquartered in New York. The company serves clients, shareholders, and communities through its people, capital, and ideas, with offices around the world.

Diversity and inclusion

The firm emphasizes creating opportunities for professional and personal growth through training, development resources, internal networks, benefits, wellness support, personal finance offerings, and mindfulness programs. It also supports an inclusive workplace and encourages a broad range of perspectives.

Accessibility and equal opportunity

Goldman Sachs is committed to reasonable accommodations for candidates with special needs or disabilities during the hiring process. The firm is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, age, veteran status, disability, or any other protected characteristic under applicable law.