Private Wealth Management, Strategic Investment Strategy Group, Analyst/Associate, London
£21.5 - £24.9 per hourEstimated
OUR IMPACT
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. YOUR IMPACT The Investment Strategy Group (ISG), within Asset & Wealth Management of Goldman Sachs, provides customized asset allocation solutions to help clients preserve and grow their wealth. The main responsibility of the hire will be to develop customized asset allocation solutions for our clients and to implement discretionarily managed quantitative strategies. The hire will work with the rest of the team and private wealth advisors to gather client information, analyze client portfolios, produce customized asset allocation solutions, and prepare analysis for presentations. In addition, the hire will assist on the team’s research efforts related to asset allocation modelling and individual asset classes. Specifically:- Help with customized asset allocation solutions using the ISG asset allocation model
- Generate customized research reports and presentations for clients
- Assist on research related to asset allocation issues and individual asset classes
- Provide asset allocation guidance to the Private Wealth Management team
- Assist with business development, including the creation and maintenance of marketing materials, as well as the generation of client performance reports and ad-hoc requests
- Assist in managing portfolio implementation plans, on-boarding discussions, and changes to investment management agreements
- Liaise with internal stakeholders supporting ISG and PWM (Legal, Compliance, Technology)
- Portfolio monitoring and rebalancing to predefined risk parameters, assisting with trading
- Master(s) in Finance with quantitative focus (mathematical finance, computational finance, financial engineering, financial econometrics etc.)
- Exceptional quantitative and analytical skills with a minimum undergraduate degree(s) in a STEM subject or quantitative field, e.g. Physics, Mathematics, Engineering, Statistics or Computer Science. An undergraduate Economics degree is also acceptable if combined with a quantitative post-graduate degree in Finance.
- IT: Proficiency in programming languages (Python preferable); solid Excel and PowerPoint skills
- Proficiency in other European language(s) would be an advantage
- Knowledge of academic research and industry practices, keen interest in financial markets
- Effective communication - the ability to explain complex technical concepts in simple terms
- Strong inter-personal skills and a passion to engage with clients
- Attention to detail, patience, and ability to multi-task under pressure
- Collaborative with the ability to follow instructions and execute with good judgement
- Independent and logical with the willingness to constantly think critically and outside of the box
- Highly motivated, eager to learn and the ability to work in a fast-paced high-stress environment
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Management, Strategic Investment Strategy Group, Analyst/Associate, London in London vacancy
- £42k - £54k per annumEstimated...ASSET & WEALTH MANAGMENT Goldman Sachs Asset Management is one of the world’s leading asset... ...assets under supervision. As the primary investment area within Goldman Sachs, we provide... ...the division to responsibly execute on strategic initiatives at a regional and global level...Private
- £73k - £98k per annumEstimated...Commercial Due Diligence & Corporate Strategy Grade: Associate & Senior Associate Location: London (UK) About Alpha FMC Alpha FMC is a leading global consulting... ...to support more than 970 clients across asset management, wealth management, insurance and broader...Private
- £140k - £185k per annumEstimated...Job Description Investment Banking – EMEA FIG (Insurance) – Senior Associate / Vice President – London This is an exciting opportunity for a highly motivated banker to join... ...team originates and executes public and private M&A and capital markets transactions for corporate...PrivateLong-term contract
- £38k - £49k per annumEstimated...active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income... ...to our clients. 2027 Summer Internship - Portfolio Management - Private Strategies Analyst, London Internship positions are located in...PrivateSummer workInternshipSummer internshipRelocation packageOn-siteFlexible hours
- £76k - £103k per annumEstimated...TeamIn 2009, the foundation established its Strategic Investment Fund with the mandate to use equity,... ...of the charitable impact theses of the strategy teams which employ technical experts... ...governs charitable investments made by private foundations. Your Role The Strategic...PrivateFull-timeOn-siteRelocation
- £59k - £80k per annumEstimated...About Man Group Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary... ..., our single and multi-manager investment strategies are underpinned by deep research and span public...PrivateLong-term contractPermanentFull-timeFixed-term contractOn-siteFlexible hours
- £43k - £58k per annumEstimated...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the... ...solutions. We originate, structure and execute public and private placement of equities, investment-grade and non-...PrivateFull-timeFlexible hours
- £56k - £73k per annumEstimated...join the EMEA Client Onboarding Management team who are responsible for... ...Cycle events on the respective investment accounting platform(s). The... ...contact with and for working group stakeholders during the end-to... ...relevant Investment Banking, Wealth Management experience. Ability...PrivateLong-term contract
- £86k - £114k per annumEstimated...ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long... ...poised to help provide investment advice and strategies that make sense for their portfolios • Thought...PrivateLong-term contract
- £108k - £139k per annumEstimated...do one thing: deliver compelling investment results for our clients over the... ...across the organization. As a private, independent, employee-owned investment manager, Neuberger is structurally aligned... ...linked to team and firm strategies - we are truly in this together....PrivateLong-term contractFull-timeHybrid working
- £88k - £116k per annumEstimated...Payments Engineering Business Analyst (Associate / Vice President) WHO WE ARE At Goldman Sachs... ...Division and global strategists groups, is at the critical center of our business... ...dynamic environment requires innovative strategic thinking and immediate, real solutions....PrivateImmediate startFlexible hours
£90k per annum
...Recruitment Director – Financial Services (US Wealth Management) Location: London (5 days office-based, potential for 1 day WFH after qualifying period... ...go-to partner for US wealth management recruitment Strategic client development – focusing on private equity-backed...PrivateFull-timeOn-siteWork from homeMonday to Friday- £98k - £128k per annumEstimated...Description Our Business: RBC Wealth Management Europe provides comprehensive wealth management... ...Dolphin and RBC Wealth Management to private clients, including professionals,... ...clients meet their financial goals through investments, financial planning, trust, credit, and...PrivateFull-timeFlexible hours
- £96k - £124k per annumEstimated...a better working world. Director, Strategy EY–Parthenon , London The opportunity At EY–Parthenon... ...spectrum of services, we've reimagined strategic consulting to work in a world of... ...mindset, we partner with CEOs, boards, private equity and governments every step of...PrivateLong-term contract
- £60k - £78k per annumEstimated...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients... ...make and execute decisions about their business strategy and financial structure. Team Profile...PrivateFull-timeFlexible hours
- £86k - £115k per annumEstimated...IMPACT As Vice President of PWM Sales Management in London , you will play a pivotal role in driving the growth, efficiency, and strategic direction of our sales organization... ..., advisor coaching, business development strategy, and the optimization of sales processes...Private
- £49k - £65k per annumEstimated...Fitch Ratings’ Funds & Asset Management group is currently seeking an Analyst, Senior Analyst, or Associate Director based out of our London office. As one of the world’s top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by...PrivateLong-term contractTemporaryHybrid workingOn-siteImmediate start
- £59k - £77k per annumEstimated...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients... ...suite to meet our Clients' short- and long-term strategic objectives. Division Morgan Stanley’s...PrivateLong-term contractFull-timeTemporaryFlexible hours
- £60k - £81k per annumEstimated...developing a fully fledged US/UK private client, corporate and... ...seek a US tax focussed Assistant Manager or Manager who has been focussed... ...services to a variety of European Investment Fund clients who have US... ...receive heavy mentorship from the groups Senior Manager. The firm...Private
- £63k - £84k per annumEstimated...Pemberton Asset Management is a leading European private credit manager. Built on more than a decade of experience... ...s value proposition. A substantial investment team, a broad and independent... ...website [ pembertonam.com ] Level: Associate Functional Title: Associate,...PrivateLong-term contractFull-time
- £68k - £87k per annumEstimated...The Opportunity We’re seeking Managers to join our FS Private Capital team, bringing strong tax advisory... ...your exposure, and help drive strategic growth across asset management and private... ...FS Private Capital Tax team, based in London and Manchester, advises leading UK businesses...PrivateLong-term contractHybrid workingOn-siteFlexible hours
- £53k - £70k per annumEstimated...Manager Research Analyst Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that...PrivateFull-timeFlexible hours
- £62k - £83k per annumEstimated...Description: Job Title Banking Services Portfolio Manager, Strategic Procurement Location London Corporate Title Director Global Procurement... ...management team and work with stakeholders across the Investment Bank, Corporate Bank, Private Bank and Infrastructure...PrivateFull-timeHybrid workingRemoteFlexible hours
- £75k - £98k per annumEstimated...Position Overview Job Title Banking Services Portfolio Manager, Strategic Procurement Location London Corporate Title Director Global Procurement... ...team and work with stakeholders across the Investment Bank, Corporate Bank, Private Bank and Infrastructure...PrivateFull-timeHybrid workingRemoteFlexible hours
£32k - £35k per annum
...an opportunity to join our team as an Associate Adviser. This role will support you not... ...see you build a successful career in Wealth Advice. You will have a strong motivation... ...understanding of developments in private wealth and investment management. We have extensive...PrivateFull-timeOn-siteRemote£50k - £70k per annum
...Our client is an award-winning, holistic, all-in-one wealth management platform with offices in London, Monaco, and Dubai . They offer a wide range of investment solutions, including structured products, family office services, private equity, borrowing options, tax strategies...PrivateOn-site- £63k - £82k per annumEstimated...Investor Relations at Private Equity Insights This role offers you... ...our community of key VIP groups such as institutional investors... ...working in-person in your HQ in London where you will constantly be pushed... ..., outreach and project management skills through experience and...PrivateMonday to FridayFlexible hours
- ...JOB DESCRIPTION · Develop and manage trusted, long-term relationships with... ...clients by offering bespoke access to private market opportunities and strategic capital solutions. An existing... ...deliver tailored advice across private investments, capital raising, corporate...PrivateLong-term contract
- £76k - £99k per annumEstimated...combination of transformative strategy, transactions, tax and... ...of services, we’ve reimagined strategic consulting to work in a world... ...we partner with CEOs, boards, private equity and governments every... ...team and recruit Engagement Managers (senior manager) who will be...PrivateLong-term contract
- £47k - £62k per annumEstimated...About Man Group Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary... ..., our single and multi-manager investment strategies are underpinned by deep research and span public...PrivateLong-term contractFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Management, Strategic Investment Strategy Group, Analyst/Associate, London. Be the first to apply!
Related searches
- graduate investment analyst London
- investment analyst associate London
- oil and gas investment banking analyst London
- investment banking analyst London
- healthcare investment analyst London
- investment banking financial analyst London
- investment risk analyst London
- investment operations analyst London
- investment analyst London
- investment advisor remote London


