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Wealth Management Analyst Jobs (NOW HIRING)

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 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 ...

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Wealth Management Analyst information

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$29K

$74.8K

$139K

How much do wealth management analyst jobs pay per year?

As of Aug 7, 2026, the average yearly pay for wealth management analyst in the United States is $74,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $97,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a wealth management analyst?

To thrive as a Wealth Management Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and certifications like the CFA or CFP are highly valued. Attention to detail, client communication, and problem-solving abilities make someone excel in this role. These skills ensure accurate financial analysis, effective client relations, and the ability to develop tailored investment strategies.

How much do wealth management analysts make in the US?

Wealth management analysts in the US typically earn a median annual salary of around $70,000 to $90,000, with entry-level positions starting lower and experienced analysts earning higher salaries. Compensation can vary based on location, firm size, and individual experience, and may include bonuses and incentives. Strong analytical skills and certifications like the CFA can influence earning potential.

What is the difference between Wealth Management Analyst vs Financial Advisor?

AspectWealth Management AnalystFinancial Advisor
CredentialsBachelor's degree, certifications like CFA or CFP often preferredBachelor's degree, CFP certification common
Work EnvironmentFinancial firms, investment banks, wealth management firmsIndependent practice, banks, or financial planning firms
Employer & IndustryFinancial services, investment managementFinancial services, wealth management, banking
Primary FocusAnalyzing investments, supporting portfolio strategiesAdvising 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?

A Wealth Management Analyst supports financial advisors and clients by conducting research, analyzing investment portfolios, tracking market trends, and preparing financial reports. They help develop strategies to grow and protect clients' assets, ensuring that investment recommendations align with clients' goals and risk profiles. Wealth Management Analysts also assist with client presentations and administrative tasks, making them vital to delivering comprehensive financial services.

How does a wealth management analyst typically collaborate with financial advisors and clients?

Wealth Management Analysts play a crucial support role by working closely with financial advisors to analyze client portfolios, prepare investment proposals, and conduct market research. They often participate in client meetings, gathering and organizing financial data to help advisors provide tailored recommendations. This collaboration ensures clients receive comprehensive, data-driven solutions and allows analysts to develop strong communication and presentation skills, which are essential for career advancement in wealth management.
More about Wealth Management Analyst jobs
What cities are hiring for Wealth Management Analyst jobs? Cities with the most Wealth Management Analyst job openings:
What are the most commonly searched types of Wealth Management Analyst jobs? The most popular types of Wealth Management Analyst jobs are:
What states have the most Wealth Management Analyst jobs? States with the most job openings for Wealth Management Analyst jobs include:
Infographic showing various Wealth Management Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $74,801 per year, or $36 per hour.

Asset & Wealth Management, Platform Management, Analyst - Dallas

Goldman Sachs, Inc.

Dallas, TX

Full-time

Re-posted yesterday


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

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:

  1. 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.
  2. 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 
 

 

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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