Posted 15 days ago
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**Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst - New York** Analyze and manage trust assets, create rebalancing proposals, execute trades, and reconcile transactions. Collaborate cross-functionally to meet client needs. Proficient in MS Office; Series 7 and 66 within 3 months of employment. Bachelor's degree, 0-3 years' relevant experience. Salary range: $70,000 - $120,000. Competitive benefits.
- Compensation
- $70,000 – $120,000 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) manages relationships with high net worth individuals, their families, family offices and foundations. PWM professionals develop customized investment strategies for their clients, and offer a full array of wealth management products and services, including private banking and trust company services.
The Goldman Sachs Trust Company (GSTC)
An integrated part of PWM is The Goldman Sachs Trust Company (GSTC), N.A. a limited-purpose national bank offering world-class, sophisticated trust and estate administration services to ultra-high-net-worth clients. The GSTC New York City office has an opening for a Trust Analyst on its Investment Team. The Trust Analyst is a key person in managing the ongoing investment experience for the client. Typical responsibilities include the following:
HOW YOU WILL FUFILL YOUR POTENTIAL
Work closely with the Investment Officer in overseeing management of discretionary trust assets for GSTC clients
Create portfolio rebalancing proposals for GSTC discretionary trusts
Coordinate investment implementation and rebalancing (e.g. trade entry, opening separately managed accounts, etc.)
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
Work in conjunction with various product groups within Asset & Wealth Management to respond to client needs
Keep abreast of the latest events in the financial markets as well as GS research; relay this information to Investment Officer and other team members.
Participate in ad-hoc projects for the Investment Team and GSTC
Prepare weekly/monthly management reports and regulatory reports
Assist with onboarding and transition of new GSTC discretionary relationships
SKILLS & EXPERIENCE WERE LOOKING FOR
Bachelors 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 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 ability to exercise discretion with respect to highly confidential/sensitive information
Series 7 and 66 required (must be obtained within three months of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc., 2026. All rights reserved.
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.
BENEFITS
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Salary Range
The expected base salary for this New York, NY, United States-based position is $70000-$120000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
