A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the ... Conduct attribution analysis to break down historical portfolio returns and drive improvements in ...
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the ... Conduct attribution analysis to break down historical portfolio returns and drive improvements in ...
Analyst 1
Austin, TX · On-site
$55K - $75K/yr
Wealth Management Analyst I Position Overview The Wealth Management Analyst I is an entry-level role designed to build a broad foundation across Maslow's advisory, operations, and investment ...
Analyst 1
Austin, TX · On-site
$55K - $75K/yr
Wealth Management Analyst I Position Overview The Wealth Management Analyst I is an entry-level role designed to build a broad foundation across Maslow's advisory, operations, and investment ...
Wealth Management Risk Analyst
Los Angeles, CA · On-site
$71K - $75K/yr
East West Bank is seek a Wealth Management Risk Analyst. The primary role of the Risk Analyst is to support daily Risk management function of Wealth Management Business. * Perform call back ...
Wealth Management Risk Analyst
Los Angeles, CA · On-site
$71K - $75K/yr
East West Bank is seek a Wealth Management Risk Analyst. The primary role of the Risk Analyst is to support daily Risk management function of Wealth Management Business. * Perform call back ...
Wealth Management Risk Analyst
Los Angeles, CA · On-site
$71K/yr
Overview East West Bank is seek a Wealth Management Risk Analyst. The primary role of the Risk Analyst is to support daily Risk management function of Wealth Management Business. Responsibilities
Wealth Management Risk Analyst
Los Angeles, CA · On-site
$71K/yr
Overview East West Bank is seek a Wealth Management Risk Analyst. The primary role of the Risk Analyst is to support daily Risk management function of Wealth Management Business. Responsibilities
Investment Analyst | Wealth Management
Bellevue, WA · On-site
$81K - $100K/yr
Investment Analyst About Threadline Wealth Threadline Wealth is an independent SEC-registered ... We combine sophisticated wealth management and investment solutions with a highly personalized ...
Investment Analyst | Wealth Management
Bellevue, WA · On-site
$81K - $100K/yr
Investment Analyst About Threadline Wealth Threadline Wealth is an independent SEC-registered ... We combine sophisticated wealth management and investment solutions with a highly personalized ...
Wealth Management Advisor
Wayne, PA · Remote
$60K - $120K/yr
Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a ... Strong analytical mindset with sound judgment and a results-driven approach * Clear, confident ...
Quick apply
Wealth Management Advisor
Wayne, PA · Remote
$60K - $120K/yr
Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a ... Strong analytical mindset with sound judgment and a results-driven approach * Clear, confident ...
Wealth Management Advisor
Wayne, PA · Remote
Wealth Management Advisor Why Join Us? If you've built a strong book of business and are looking ... Strong analytical mindset with sound judgment and a results-driven approach * Clear, confident ...
Quick apply
Wealth Management Advisor
Wayne, PA · Remote
Wealth Management Advisor Why Join Us? If you've built a strong book of business and are looking ... Strong analytical mindset with sound judgment and a results-driven approach * Clear, confident ...
Wealth Management Advisor
New Castle, DE · Remote
$70K - $120K/yr
Wealth Management Advisor Location: New Castle, DE Why Join Us? If you've built a strong book of ... Strong analytical mindset with sound judgment and a results-driven approach * Clear, confident ...
Quick apply
Wealth Management Advisor
New Castle, DE · Remote
$70K - $120K/yr
Wealth Management Advisor Location: New Castle, DE Why Join Us? If you've built a strong book of ... Strong analytical mindset with sound judgment and a results-driven approach * Clear, confident ...
Wealth Management Advisor
Radnor, PA · On-site
Wealth Management Advisor Why Join Us? If you've built a strong book of business and are looking ... analytical mindset with sound judgment and a results-driven approach • Clear, confident ...
Wealth Management Advisor
Radnor, PA · On-site
Wealth Management Advisor Why Join Us? If you've built a strong book of business and are looking ... analytical mindset with sound judgment and a results-driven approach • Clear, confident ...
Wealth Management Advisor
New Castle, DE · On-site
$70K - $120K/yr
Wealth Management Advisor Location: New Castle, DE Why Join Us? If you've built a strong book of ... analytical mindset with sound judgment and a results-driven approach • Clear, confident ...
Wealth Management Advisor
New Castle, DE · On-site
$70K - $120K/yr
Wealth Management Advisor Location: New Castle, DE Why Join Us? If you've built a strong book of ... analytical mindset with sound judgment and a results-driven approach • Clear, confident ...
Wealth Management Advisor
Radnor, PA · On-site
Wealth Management Advisor Why Join Us? If you've built a strong book of business and are looking ... analytical mindset with sound judgment and a results-driven approach • Clear, confident ...
Wealth Management Advisor
Radnor, PA · On-site
Wealth Management Advisor Why Join Us? If you've built a strong book of business and are looking ... analytical mindset with sound judgment and a results-driven approach • Clear, confident ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
New York, NY · On-site
OUR IMPACT 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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
New York, NY · On-site
OUR IMPACT 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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
Los Angeles, CA · On-site
OUR IMPACT 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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
Los Angeles, CA · On-site
OUR IMPACT 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 ...
Wealth Management Specialist
Missoula, MT · On-site
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Analytical skills with ability to identify trends, root cause and effects and implement improved ...
Wealth Management Specialist
Missoula, MT · On-site
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Analytical skills with ability to identify trends, root cause and effects and implement improved ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
Dallas, TX · On-site
OUR IMPACT 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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
Dallas, TX · On-site
OUR IMPACT 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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
San Francisco, CA · On-site
OUR IMPACT 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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
San Francisco, CA · On-site
OUR IMPACT 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 ...
Business Analyst, Wealth Management Job Location: Tampa, FL / Jersey City NJ (Hybrid) Job Type: Contract * Lead requirement gathering and solution design for investment advisory, client onboarding ...
Quick apply
Business Analyst, Wealth Management Job Location: Tampa, FL / Jersey City NJ (Hybrid) Job Type: Contract * Lead requirement gathering and solution design for investment advisory, client onboarding ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
Seattle, WA · On-site
Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
Seattle, WA · On-site
Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who ...
Wealth Management Reconciliation Analyst - FITB / Nostro / Depot DURATION: 6 MONTHS Remote Position Job Responsibilities: The Wealth Management Reconciliation Analyst is responsible for end to end ...
Wealth Management Reconciliation Analyst - FITB / Nostro / Depot DURATION: 6 MONTHS Remote Position Job Responsibilities: The Wealth Management Reconciliation Analyst is responsible for end to end ...
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Prepare analysis for clients to provide context for financial decisions, such as buying or ...
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Prepare analysis for clients to provide context for financial decisions, such as buying or ...
Wealth Management Analyst information
See salary details
$29K - $39K
3% of jobs
$47.6K is the 25th percentile. Wages below this are outliers.
$39K - $49K
25% of jobs
$49K - $59K
21% of jobs
The median wage is $59.5K / yr.
$59K - $69K
12% of jobs
$69K - $79K
9% of jobs
$85.1K is the 75th percentile. Wages above this are outliers.
$79K - $89K
7% of jobs
$89K - $99K
4% of jobs
$99K - $109K
9% of jobs
$109K - $119K
5% of jobs
$119K - $129K
2% of jobs
$129K - $139K
1% of jobs
$29K
$74.8K
$139K
How much do wealth management analyst jobs pay per year?
What are the key skills and qualifications needed to thrive as a wealth management analyst?
How much do wealth management analysts make in the US?
What is the difference between Wealth Management Analyst vs Financial Advisor?
| Aspect | Wealth Management Analyst | Financial Advisor |
|---|---|---|
| Credentials | Bachelor's degree, certifications like CFA or CFP often preferred | Bachelor's degree, CFP certification common |
| Work Environment | Financial firms, investment banks, wealth management firms | Independent practice, banks, or financial planning firms |
| Employer & Industry | Financial services, investment management | Financial services, wealth management, banking |
| Primary Focus | Analyzing investments, supporting portfolio strategies | Advising clients on financial plans and investments |
The main difference is that Wealth Management Analysts focus on analyzing investments and supporting portfolio strategies within financial firms, while Financial Advisors primarily work directly with clients to develop personalized financial plans. Both roles require similar credentials and often operate within the same industry, but their day-to-day responsibilities differ.
What does a wealth management analyst do?
How does a wealth management analyst typically collaborate with financial advisors and clients?
- Internship Rbc Wealth Management
- Citi Personal Wealth Management
- Wealth Management Client Service Representative
- Boutique Wealth Management Firm
- Chase Wealth Management Financial Advisor
- Wealth Stock
- Vice President Schwab Wealth Advisory
- Altfest Personal Wealth Management
- Wealth Management Services
- Wealth Management Professional

Full-time
Re-posted yesterday
Goldman Sachs rating
8.3
Based on 27 frontline employees who took The Breakroom Quiz
47th of 170 rated banks
Job description
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3.14 trillion in assets under supervision globally, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.
Goldman Sachs is one of the leading investors in alternatives globally and invests in the full spectrum of alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds and sustainability. Clients access these solutions through direct strategies, customized partnerships, and open-architecture programs. The alternative investments platform is part of Goldman Sachs Asset Management, which delivers investment and advisory services across public and private markets for the world's leading institutions, financial advisors and individuals. Goldman Sachs has over $3.0 trillion in assets under supervision globally as of December 31, 2025.
Platform Management Overview
The Alternatives Portfolio Management Group is dedicated to optimizing investor performance and experience. The Platform Management team, within the Portfolio Management group, is focused on driving day-to-day portfolio decision-making. The Platform Management team partners with investment teams, capital markets, engineering and investor relations to achieve superior outcomes for AWM's clients. Platform Management consists of two roles:
i. Fund Management: responsible for developing and executing liquidity strategies across private market portfolios, managing capital activity, analyzing deal allocations, recommending optimal deployment of investable capital in line with fund and firm guidelines, and conducting performance attribution analysis.
ii. Deal & Structuring Management: responsible for the ownership and maintenance of complex fund structures, including cash movement, deal allocations, foreign currency management, deal execution, and pipeline management.
Asset & Wealth Management Divisional Overview
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3.14 trillion in assets under supervision globally, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.
Goldman Sachs is one of the leading investors in alternatives globally and invests in the full spectrum of alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds and sustainability. Clients access these solutions through direct strategies, customized partnerships, and open-architecture programs. The alternative investments platform is part of Goldman Sachs Asset Management, which delivers investment and advisory services across public and private markets for the world's leading institutions, financial advisors and individuals. Goldman Sachs has over $3.0 trillion in assets under supervision globally as of December 31, 2025.
Platform Management Overview
The Alternatives Portfolio Management Group is dedicated to optimizing investor performance and experience. The Platform Management team, within the Portfolio Management group, is focused on driving day-to-day portfolio decision-making. The Platform Management team partners with investment teams, capital markets, engineering and investor relations to achieve superior outcomes for AWM's clients. Platform Management consists of two roles:
- Fund Management: responsible for developing and executing liquidity strategies across private market portfolios, managing capital activity, analyzing deal allocations, recommending optimal deployment of investable capital in line with fund and firm guidelines, and conducting performance attribution analysis.
- Deal & Structuring Management: responsible for the ownership and maintenance of complex fund structures, including cash movement, deal allocations, foreign currency management, deal execution, and pipeline management.
Key Responsibilities and Activities:
Platform Management: Fund Management
- Perform daily liquidity management and prepare forecasts to evaluate current and projected funding needs. Develop liquidity recommendations and collaborate with stakeholders to execute capital activity and leverage facility actions.
- Conduct attribution analysis to break down historical portfolio returns and drive improvements in performance and risk management.
- Monitor investment guidelines and concentration limits, evaluate investment pacing, and analyze investable capital across actively investing funds and separately managed accounts.
- Partner with cross-functional teams to advise on fundraising and fund structure creation.
- Track, report, and analyze detailed performance metrics.
- Facilitate portfolio allocations, deal execution, deal closing, and harvesting activities. Partner with internal groups and external advisors to resolve legal, compliance, tax, accounting and operational matters.
- Drive fund and investment rebalancing across new fund launch closes.
- Coordinate with the fund management team on capital calls, cash distributions, and investor and regulatory reporting on fund performance.
- Support ad hoc requests from senior management, including data management, reporting and presentations.
- Assist in responding to compliance and regulatory inquiries.
- Create management presentations and prepare analyses in support of ad hoc requests.
- Support and advance technology initiatives related to the above responsibilities.
Platform Management: Deal & Structuring Management
Shared Responsibilities:
Required Experience:
- 1-4 years of experience in a financial services setting
- Strong analytical orientation
- Excellent communication and interpersonal skills with the ability to work across internal and external teams
- Financial acumen to prepare cash flows and performance metrics that impact investor returns and product performance.
- Self-starter with strong desire to succeed in a fast paced, high pressure, results driven environment
- Strong judgment and problem-solving skills
- Ability to work independently in a small team, exhibit initiative and be proactive
- Collaborative team player
- Strong Excel and PowerPoint skills
Platform Management: Fund Management
Perform daily liquidity management and prepare forecasts to evaluate current and projected funding needs. Develop liquidity recommendations and collaborate with stakeholders to execute capital activity and leverage facility actions.
Conduct attribution analysis to break down historical portfolio returns and drive improvements in performance and risk management.
Monitor investment guidelines and concentration limits, evaluate investment pacing, and analyze investable capital across actively investing funds and separately managed accounts.
Partner with cross-functional teams to advise on fundraising and fund structure creation.
Track, report, and analyze detailed performance metrics.
Platform Management: Deal & Structuring Management
Facilitate portfolio allocations, deal execution, deal closing, and harvesting activities. Partner with internal groups and external advisors to resolve legal, compliance, tax, accounting and operational matters.
Drive fund and investment rebalancing across new fund launch closes.
Coordinate with the fund management team on capital calls, cash distributions, and investor and regulatory reporting on fund performance.
Support ad hoc requests from senior management, including data management, reporting and presentations.
Shared Responsibilities:
Assist in responding to compliance and regulatory inquiries.
Create management presentations and prepare analyses in support of ad hoc requests.
Support and advance technology initiatives related to the above responsibilities.
Required Experience:
1-4 years of experience in a financial services setting
Strong analytical orientation
Excellent communication and interpersonal skills with the ability to work across internal and external teams
Financial acumen to prepare cash flows and performance metrics that impact investor returns and product performance.
Self-starter with strong desire to succeed in a fast paced, high pressure, results driven environment
Strong judgment and problem-solving skills
Ability to work independently in a small team, exhibit initiative and be proactive
Collaborative team player
Strong Excel and PowerPoint skills
What Goldman Sachs employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Goldman Sachs
Sourced by ZipRecruiter
At 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.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
New York, NY, US
Year founded
1869