CIMD - PWM Financial Analyst - London


The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.


Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond

At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office.


Job Summary & Responsibilities


We are looking for a Financial Analyst ("FA") to join our Private Wealth Management ("PWM) Team. As an FA you will have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. You will provide relationship management to clients and support to Private Wealth Advisors by monitoring portfolio holdings, analysing asset allocations and researching potential investments. You will understand financial markets and trends and will be responsible for executing trades on client accounts


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 develops customised investment strategies and offers an array of wealth management products and services.


  • Work as part of the PWM Team to support and implement wealth management strategies for PWM clients
  • Develop and prepare marketing presentations for existing and prospective clients
  • Analyse portfolios for risk and return characteristics
  • Keep abreast of the latest events in the financial markets and relay GS research and market views to Private Wealth Advisors and clients
  • Work in conjunction with various product groups within Investment Management to respond to client needs
  • Execute portfolio rebalancing and trades
  • Provide client service and team support
  • Resolve adhoc client queries
  • Cross cover the Wealth Management Professional role including operational functions

  • Strong 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 communication skills
  • Strong organisational and interpersonal skills
  • Ability to multi-task and work with numerous colleagues and desks across the Firm
  • Detail-oriented
  • Time management and the ability to prioritise
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Commitment to excellence and a high level of integrity
  • Region specific qualifications (CISI Level 4 (London)) to be completed within 6 months
  • Interest in pursuing a career as a Private Wealth Advisor


The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

© The Goldman Sachs Group, Inc., 2019. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.

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