AWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NY
Goldman Sachs Albany, New York, United States
Financial Services · 10,001+ employees
About the role
Financial analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, and researching potential investments. They are also responsible for client onboarding, executing trades, and managing fraud and liquidity.
What they look for
Requirements
The role requires an individual capable of understanding financial market developments and trends to meet client investment objectives. Analysts must gain a broad-based understanding of the asset management business while supporting Ayco advisors.
Full description
Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Additionally, analysts are responsible for the onboarding of client relationships, ensuring we meet our client's investment objectives, managing fraud, liquidity management, and ongoing relationship management.
