Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst - New York
Goldman Sachs · NY, US
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About the Role
The Trust Analyst is a key person in managing the ongoing investment experience for the client. This role is on the Investment Team for The Goldman Sachs Trust Company (GSTC) in New York City.
Responsibilities
- Oversee management of discretionary trust assets for GSTC clients in close collaboration with the Investment Officer.
- Create portfolio rebalancing proposals for GSTC discretionary trusts.
- Coordinate investment implementation and rebalancing, including trade entry and opening separately managed accounts.
- Execute, process, and reconcile trading and other investment-related transactions.
- Analyze equity, fixed income, and alternative investment portfolios for risk and return characteristics.
- Research internal and external investment vehicles for client asset allocations.
- Collaborate with various product groups within Asset & Wealth Management to address client needs.
- Stay informed about financial market events and GS research, relaying relevant information to the Investment Officer and team members.
- Participate in ad-hoc projects for the Investment Team and GSTC.
- Prepare weekly/monthly management and regulatory reports.
- Assist with onboarding and transition of new GSTC discretionary relationships.
Requirements
- Bachelor's degree.
- 0-3 years of prior work experience in a relevant field.
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
- Highly organized with exceptional attention to detail and follow-through.
- Strong ability to manage multiple projects with competing deadlines.
- Team player with a positive attitude and strong work ethic.
- Strong communication skills (written and verbal).
- Ability to work in a fast-paced environment.
- Strong analytical ability.
- Commercially savvy with the ability to exercise discretion with highly confidential/sensitive information.
- Series 7 and 66 required (must be obtained within three months of employment).
Skills
- MS Office (Excel, PowerPoint, Word, Outlook)
- Attention to detail
- Project management
- Teamwork
- Communication (written and verbal)
- Analytical ability
- Discretion with confidential information
- Series 7
- Series 66
Location
- New York City, NY, United States
Work Type
- Full-time
Experience Level
- 0-3 years
Education Level
- Bachelor's degree
Salary/Compensations
- $70000-$120000
Benefits
- Valuable and competitive benefits and wellness offerings.
- Discretionary bonus may be eligible.
About the Company
- Goldman Sachs is a leading global investment banking, securities, and investment management firm founded in 1869 with headquarters in New York and offices worldwide.
- The firm is committed to fostering and advancing diversity and inclusion.
- Goldman Sachs offers opportunities for professional and personal growth through training, development, firmwide networks, benefits, wellness, personal finance offerings, and mindfulness programs.
Equal Opportunity
- Goldman Sachs is committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process.
- Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.