Cwm, Pwm, Investment Strategy Group, Associate - San Francisco

Goldman Sachs San Francisco , CA 94118

Posted 2 months ago



Are you a quick-thinking and analytical problem-solver with a passion for the financial markets, the capability to work closely with clients, and the ability to think outside the box? We are seeking an Associate or Vice President who can contribute to the design and customization of investment strategies and analytics. This role is located in San Francisco.


Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.


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.

The Investment Strategy Group (ISG) within Goldman Sachs Private Wealth Management has responsibility for strategic and tactical asset allocation views and advice for the firm's high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities, including a passion for investing, client servicing, as well as strong analytical and communication skills.

The Strategic Asset Allocation group in ISG is seeking an Associate or Vice President to work closely with PWM teams to construct customized asset allocation solutions to PWM's High Net Worth clientele as well as small to mid-size institutions. This is a dynamic role and requires patience, creativity, ability to multi-task, attention to details, as well as inter-personal and problem solving skills.



  • Demonstrate strong analytical and technical skills

  • Deliver timely, thoughtful, and flawless executions

  • Interact with the firm's current and prospective clients, and attend client meetings

  • Provide a keen interest in understanding the financial markets

  • Initiate and assist on investment research efforts and understand new research topics


Our Private Wealth Management business spans the globe, and the person in this role will primarily work closely with current and prospective clients on the US West Coast.



  • Minimum Masters of Science degree (US or equivalent) in quantitatively-related fields, preferably finance

  • Minimum of two years in asset allocation and/or portfolio management

  • Must have experience in one or more programming languages

  • Solid Excel and PowerPoint skills

  • Excellent communication skills, especially the ability to explain complex technical concepts in simple terms

  • Strong interpersonal skills and a passion to engage with clients

  • Attention to details, patience, and ability to multi-task under pressure

  • Collaborative and team work oriented

  • Independent, logical, and critical thinking, with the willingness to constantly think outside of the box

  • FINRA Series 7 and 63 licenses (must obtain within the first 3 months)


ABOUT GOLDMAN SACHSAt Goldman Sachs, we commit 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. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're 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 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

The Goldman Sachs Group, Inc., 2021. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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Cwm, Pwm, Investment Strategy Group, Associate - San Francisco

Goldman Sachs