Financial Analyst (Private Wealth Management)

TL;DR

Financial Analyst (Private Wealth Management): Providing relationship management and support for high net worth clients with an accent on portfolio monitoring, asset allocation analysis, and trade execution. Focus on developing customized investment strategies, researching investment vehicles, and preparing marketing presentations for prospective clients.

Location: Onsite in Frankfurt, Germany

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Support and implement wealth management strategies for PWM clients in collaboration with Private Wealth Advisors.
• Develop marketing presentations for prospective clients covering equity, fixed income, and alternative investments.
• Analyze risk and return characteristics of equity and fixed income portfolios.
• Execute portfolio rebalancing and research internal and external investment vehicles.
• Monitor financial market developments and relay GS research and market views to advisors.
• Coordinate with various product groups within Investment Management to address client needs.

Requirements

• Bachelor’s degree.
• Fluent German language skills are required.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple projects with competing deadlines in a fast-paced environment.
• Must be based in Frankfurt, Germany.

Culture & Benefits

• Commitment to diversity and inclusion in the workplace.
• Extensive training and professional development opportunities.
• Access to firmwide networks, wellness, and personal finance offerings.
• Mindfulness programs and comprehensive benefits packages.