Job Duties: Associate, Non-Self-Sustaining Advisor with Goldman Sachs & Co. LLC in New York, New York. Create comprehensive wealth management plans, asset allocation, and location strategies for ultra-high net worth individuals and families, as well as select institutions, including foundations and endowments. Create and apply business development strategies, including the sourcing and development of a strong network of intermediaries and referral sources to increase the firm’s assets under management and further relationships with ultra-high net worth individuals. Deliver an unparalleled investment platform inclusive of the full product and service offerings of the firm's US-based trading authorization and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. Formulate and express investment views for clients' portfolios, fielding questions on what is happening in the markets, and outlining the Firm's investment thesis for the future, which encompasses all global asset classes, including public equities, fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private equity and bank lending. Work one-on-one with clients to advise and deliver customized strategies. Use data analysis and coding skills to extract business intelligence from publicly available databases with relevant information about the ultra-high net worth sector in the country.

Job Requirements: Master’s degree (U.S. or foreign equivalent) or Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or a related field and one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) in the job offered or in a related role. Previous employment must include one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) with: investments, asset allocation, portfolio construction, and implementation; portfolio performance reviews and client reporting; account opening and onboarding processes; networking with ultra-high-net-worth individuals and institutional investors, scheduling meetings with potential investors, and building relationships in the process; estate, tax, and philanthropic financial planning; and financial and cash management. Domestic travel about 25% of time to meet with current and prospective clients where they reside or where firm-sponsored events take place. All costs covered by firm.

Salary Range: Annual base salary for this New York, New York-based position is $119,000 - $160,000.

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