Private Wealth Analyst Jobs

Ability to effectively interact and build relationships with senior management and global stakeholders

Goldman Sachs Asset Management Private Credit

Coordinating investment offering correspondence between external clients and deal teams

2-4 years of prior work experience in a relevant field

Strong quantitative, analytical and problem-solving skills

Excellent interpersonal and communication (written and verbal) skills

Generates reports for management and tracks private placement portfolio performance.

Bachelor’s degree in Finance, accounting or Economics

Excellent communication and presentation skills

Strong understanding of accounting, financial analysis, and corporate finance

Provide credit research support through industry, peer, and company analyses.

Prepares valuations, writes memorandums for private placements, and participates in due diligence and drafting sessions.

Strong time management and organizational skills.

Manage all calendars / Zoom accounts for senior professionals in group and certain shared calendars for the broader business.

Manage group budget and invoice submission

Manage all domestic / international travel, including itinerary creation where applicable

Manage guest list and event correspondence (invitations, event reminders, registration confirmation) in accordance with event deadlines

Manage special projects and tasks that may come up for the private wealth business

Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies

A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience

Behavioral training geared toward the development of communication, leadership, and other professional skills

People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships

Individuals who have a bachelor's degree with excellence in academics and strong leadership experience

Work with internal Blackstone teams on the full scope of product development, including the buildout of operations, technology, marketing and finance

Strong communication and presentation skills

Strong analytical and problem-solving skills

These should just be a continuation of the qualifications list

Partner with senior leaders across Private Wealth Solutions and Blackstone’s investment businesses to create bespoke products designed for private wealth clients

Spearhead research on product structures, regulatory developments and competitor fund launches to help identify scale opportunities

You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.

Working Conditions & Physical Requirements

You will use your business savvy to identify new prospects and develop new business.

How You'll Spend Your Time

Administer cash management functions, including journals, checks and wires

Manage client account oversight activities to comply with regulatory requirements

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Strong verbal and written communication skills, as well as strong organizational and interpersonal skills

Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts

Prepare tax payments and other related tax filings

Requires established network with strong relationship management, networking, and business development skills

Bachelor's degree, or equivalent work experience

Eight or more years of experience interacting with High and Ultra High Net Worth clients

Experience profiling clients and formulating customized strategies to address their needs

Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication

Demonstrated success in specific client segments or verticals with developed strategic partnerships

Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements

Bachelor's degree, or equivalent work experience

An advanced degree may be considered towards years of experience

Basic knowledge of estate settlement, income, estate and multi-generational taxation and trusts

Ability to manage multiple tasks/projects and deadlines simultaneously

Effective interpersonal, verbal and communication skills

Support the development of the team’s policies and procedures to reflect changing regulatory requirements

Timely escalation of any questions or concerns around obtaining requirements in order to fulfill our regulatory obligations

Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail

Knowledge of financial markets and products

Knowledge of Customer Identification Programs (CIP)/Know Your Customer (KYC) and relevant regulations is a plus

Knowledge of corporate structures and the impact they have on the KYC/AML process

You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.

You will use your business savvy to identify new prospects and develop new business.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors.

How You'll Spend Your Time

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Exceptional organizational and time management skills

Private Wealth Management Business Service Officer

Other licenses as required for the role or by management

Manage and oversee Support Professionals coverage for Financial Advisors in the Branch

Facilitate and manage resolution of client inquiries/requests

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Cover specific multi-channel fundraises and responsible for learning the breadth of the platform across both direct and open architecture offerings.

Talk in some detail about the platform with general knowledge of fund-specific attributes to both internal and external constituents.

Minimum of 1-2 years of prior work experience

Strong quantitative, analytical and problem-solving skills.

Team player, with excellent communication and interpersonal skills.

Three or more years of client servicing experience or educational equivalent

Thorough knowledge of and experience in personal trust administration, fiduciary regulations, and trust services

Thorough knowledge of operations area and responsibilities

Thorough knowledge of products, services and solutions applicable to target market segment

Thorough level of knowledge of fiduciary services and compliance/regulatory reporting

Good analytical skills with emphasis in investment analysis and instruments

Develop business, financial and analytical skills needed for career in global wealth management and financial services.

Gain exposure to wealth management business, products, services and clients’ financial needs.

Strong desire to gain further understanding of the global wealth management business.

Gain industry and organizational knowledge through daily business interactions and job assignments.

Effective communication and interpersonal skills (both written and verbal)

Strong analytical skills and ability to interpret.

Strong organizational and project management skills and detail orientation.

Strong quantitative, writing, analytical and problem-solving skills.

Team player, with excellent communication and interpersonal skills.

Strong ability to multi-task, with an ability to manage multiple projects with different deadlines.

Prior private equity or private credit investing, capital markets, investment banking or investor relations experience is an asset.

Advanced facility with Excel, Word and PowerPoint.

Cover specific multi-channel fundraises and responsible for learning the breadth of the platform across both direct and open architecture offerings.

Talk in some detail about the platform with general knowledge of fund-specific attributes to both internal and external constituents.

Minimum of 1-2 years of prior work experience

Strong quantitative, analytical and problem-solving skills.

Team player, with excellent communication and interpersonal skills.

Strong ability to multi-task, with an ability to manage multiple projects with different deadlines.

Computer literacy skills are required. Proficiency in Microsoft Excel is a must.

Bachelor’s degree with a focus on Accounting, Finance, Economics, or Business.

3 - 5 years of Investment Operations experience.

Charles River Development/Moxy knowledge a plus.

You can demonstrate experience with:

Monitor the trade matching, confirmation and settlements process across multiple platforms for varying security types.

US GWM Field Sales’ South Central Divisional Sales Manager

PIMCO Portfolio Managers and Product Strategists

Strong presentation and public speaking skills

Superior interpersonal and communication skills required to create meaningful and long-term relationships

Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs

Private Wealth Advisors within PIMCO’s four major wirehouse platform partners: Morgan Stanley, Merrill Lynch, UBS, and Wells Fargo Advisors in Florida

Strong project management, multi-tasking, and work organization skills

Foster strong communication with Regional Private Lending teams, Credit Risk Management, PWM teams, clients and GS Bank USA personnel

Key skills include detailed knowledge of financial accounting, analysis, and modeling

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Evaluate all risk and economic implications of transactions, using strong analytical and technical skills

3-5 years of work experience in a financial field (mortgage or insurance underwriting is not relevant for this role)