Responsibilities: • Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients • Keep abreast of the latest events in the financial markets • Analyze equity and fixed income portfolios for risk and return characteristics • Execute portfolio rebalancing • Identify and qualify potential prospects to be solicited by Private Wealth Advisors • Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation • Research internal and external investment vehicles for client asset allocations • Work in conjunction with various product groups within IMD to respond to client needs • Relay GS research and market views to Private Wealth Advisors • Provide general client service and team support • Assist with trading and providing market information to clients

 
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Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
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Professional Growth Opportunities

April 2024 Investment Banking

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  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
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  • Associates (87) $260
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  • Intern/Summer Associate (33) $170
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  • 1st Year Analyst (205) $159
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