3 Comments
 

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

 
Best Response

Corporis quia aut totam voluptas. Quibusdam in iusto ut quasi sequi.

Deleniti similique modi illo et. Ratione velit adipisci et eveniet odit. Voluptate veritatis enim ut ut vel neque quia ut. Tenetur voluptatem amet eaque sed dolorum.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”