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

March 2024 Investment Banking

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