Financial Analyst (Private Wealth Management)

TL;DR

Financial Analyst (Private Wealth Management): Supporting the implementation of wealth management strategies for high net worth clients with an accent on portfolio monitoring and asset allocation. Focus on analyzing risk and return characteristics, executing portfolio rebalancing, and conducting investment vehicle research.

Location: Onsite in London, United Kingdom

Company

A leading global investment banking, securities and investment management firm.

What you will do

• Support Private Wealth Advisors in implementing wealth management strategies for PWM clients.
• Develop marketing presentations covering equity, fixed income, and alternative investment components.
• Analyze equity and fixed income portfolios for risk and return characteristics.
• Execute portfolio rebalancing and research internal and external investment vehicles.
• Monitor financial markets and relay GS research and market views to advisors.
• Collaborate with Investment Management product groups to respond to client needs.

Requirements

• Bachelor’s degree.
• Fluent English is necessary for this role.
• Proficiency in MS Office (Excel, PowerPoint, Word, Outlook).
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple projects with competing deadlines.
• Ability to effectively interact and build relationships with senior management and global stakeholders.

Culture & Benefits

• Commitment to fostering and advancing diversity and inclusion.
• Professional and personal growth through training and development opportunities.
• Access to firmwide networks and wellness programs.
• Personal finance offerings and mindfulness programs.