Asset & Wealth Management, Private Wealth Management, Financial Analyst - Chicago jobs in United States
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Goldman Sachs · 19 hours ago

Asset & Wealth Management, Private Wealth Management, Financial Analyst - Chicago

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking Financial Analysts to provide relationship management and support to Private Wealth Management by monitoring portfolios, analyzing asset allocations, and executing trades while gaining a broad-based understanding of the asset management business.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm’s strategic views
Prepare client-facing materials depicting asset allocation and performance
Diligence internal and third-party investment opportunities across the public and private markets
Synthesize research material and communicate firm views to clients
Support business development efforts by researching qualified prospects and tracking relevant capital raises

Qualification

Financial analysisInvestment managementPortfolio managementSIE certificationSeries 7 certificationSeries 63 certificationMulti-taskingCommunication skillsOrganizational skillsInterpersonal skillsAttention to detail

Required

Bachelor's Degree Required
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in the financial markets and good investment sense/commercial instinct
Ability to multi-task and work with numerous colleagues and desks across the Firm
Strong verbal and written communication skills
Strong organizational and interpersonal skills
SIE, Series 7 and 63 required (must be obtained within three months of employment)

Benefits

Discretionary bonus
Valuable and competitive benefits and wellness offerings

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.

H1B Sponsorship

Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)

Funding

Current Stage
Public Company
Total Funding
$8.5B
2026-01-26Post Ipo Debt· $2.5B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity

Leadership Team

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David M. Solomon
Chair and Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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Company data provided by crunchbase