Job Description
About Goldman Sachs
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
GS Partners Family Office
The GS Partners Family Office (PFO) works in coordination with private wealth advisors to develop strong relationships with our EMEA-based Goldman Sachs Partners (our most senior executives at the firm). The primary aim of the group is to deliver a full suite of wealth planning and family office services, including wealth reporting, cash flow management, income tax planning, trust and estate planning, philanthropic giving and general administrative support.
Responsibilities
We are looking for a talented individual to assist with developing and improving wealth reporting and data visualisations, as part of a fully integrated wealth advisory service for EMEA-based GS Partners and, as required, for EMEA clients. Tasks include:
- Working closely with the 4 person EMEA Partners Family Office team in London to help deliver a consistent and high-standard Family Office service to GS Partners
- Preparing wealth reports and other ad-hoc custom reporting (e.g., cash flow, capital gains base cost calculations, balance sheets, estate planning)
- Collaborating with project managers and a team of engineering professionals to assist in automating current processes and to improve productivity by reducing time spent on manual tasks such as data entry and reviews.
- Develop and maintain strong relationships with private wealth advisor teams, Goldman Sachs Engineering, Goldman Sachs Human Capital Management and other key internal constituencies
- Collaborate with private wealth management teams, trustees, attorneys, accountants, and other advisors and professional service providers in order to deliver on GS Partners wealth planning objectives
Qualifications
- Bachelor's Degree required
- Skilled in working with unstructured datasets, highly proficient in Microsoft Excel and working knowledge of Word and PowerPoint
- Previous experience working in an operational, financial reporting, data analytics or finance/technology hybrid role is favourable
- Resourceful, energetic, extremely organized, attentive to detail and capable of multi-tasking in a fast-paced environment
- Excellent interpersonal skills and a desire to work as a team
- Ability to work and think clearly under pressure
- Commitment to excellence and a high level of integrity
- Deep interest in the financial markets and good investment sense / commercial instinct
- Ideal, but not essential, experience working with high net worth clients, some experience of the tax implications of investment portfolios, estate planning entities and philanthropic entities
