Wealth Management, Financial Analyst, Analyst, Madrid

hace 1 mes


Centro, España Goldman Sachs Group, Inc. A tiempo completo
Job Description

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.

Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. How you will fulfill your potential:

  • Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
  • Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
  • Analyze equity and fixed income portfolios for risk and return characteristics
  • Research internal and external investment vehicles for client asset allocation
  • Keep abreast of the latest events in the financial markets
  • Relay GS research and market views to Private Wealth Advisors
  • Work in conjunction with various product groups within Investment Management to respond to client needs
  • Assist with trading and provide client service and team support

BASIC QUALIFICATIONS

  • Portuguese and/or Spanish language skills required
  • 1-3 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
  • Ability to adapt quickly to a variety of industries and businesses
  • Ability to self-direct, analyze and evaluate and form independent judgments
  • Ability to effectively interact and build relationships with senior management and global stakeholders
  • Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
  • Integrity, ethical standards and sound judgment

ABOUT GOLDMAN SACHS

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. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.

#J-18808-Ljbffr
  • Financial Analyst

    hace 1 mes


    Centro, España Sulzer A tiempo completo

    FE HQ-E484 Financial Analyst - Full Time - Madrid, Spain Sulzer is a leading engineering company with a proud heritage of innovation. Join our global team to grow your expertise and develop innovative solutions that enable a prosperous and more sustainable society. Join our Finance team as Financial Analyst and become part of a successful company active in...

  • Financial Analyst

    hace 1 mes


    Centro, España Sulzer Ltd A tiempo completo

    Financial Analyst  -  Full Time  -  Madrid ,  Spain Sulzer is a leading engineering company with a proud heritage of innovation. Join our global team to grow your expertise and develop innovative solutions that enable a prosperous and more sustainable society. Join our Finance team as Financial Analyst and become part of a successful company...


  • Centro, España Repsol A tiempo completo

    At Repsol, we are committed to equality and do not request personal information. We believe that diversity contributes to innovative ideas and provides added value that enables us to benefit from mutual learning and perform our best work. Here, what counts is your experience and your ability to create value. We offer you the opportunity to grow...


  • Centro, España Repsol SA A tiempo completo

    Fecha final: 28 de febrero de 2025 (Quedan más de 30 días para realizar la solicitud) Repsol Generación Baja en Carbono (Renovables) , que se posiciona como uno de los cuatro pilares de negocio del Grupo Repsol en el marco del Plan Estratégico 2021-2025, cuyo objetivo es descarbonizar nuestro porfolio de productos y afianzar la posición de la Compañía...

  • Sr Financial Analyst

    hace 2 semanas


    Centro, España Thermo Fisher Scientific A tiempo completo

    Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description Position Summary: Join our team at Thermo Fisher Scientific as a Senior FP&A Financial Analyst. In this role, you will collaborate with senior leaders to analyze data, prepare financial reports, and forecast business performance. Reporting to the Senior FP&A Manager for...

  • Financial Analyst

    hace 3 semanas


    Centro, España Civitatis A tiempo completo

    Descripción ¿Te apasionan los viajes, la cultura y el ocio y tienes ganas de participar en el crecimiento de la empresa Nº 1 en servicios turísticos en español? Nuestro equipo no para de crecer y buscamos personas con talento e ilusión por desarrollarse. Somos un equipo joven, multicultural e innovador que entiende cada día como un desafío y una...

  • Investment Analyst

    hace 1 mes


    Centro, España ROADIS TRANSPORTATION HOLDING SL. A tiempo completo

    Investment Analyst HQ Madrid Type of contract Full time Location Madrid, España Department Investment Department About us: ROADIS is a global leader in the development, operation, and management of essential infrastructure assets. Currently, it manages 1,882 km of toll highways in operation across 9 concessions in five countries: Brazil (681 km), Mexico...


  • Centro, España Unlimit A tiempo completo

    About Unlimit Founded in 2009, Unlimit is a global fintech company with 16 offices all over the world and more than 500 employees, that offers a large portfolio of financial services - from acquiring (payment processing) to banking as a service. Our mission is to be “ready for tomorrow” and to provide our customers with a sense of stability in the...

  • Data Analyst

    hace 1 mes


    Centro, España Ebury A tiempo completo

    Data Analyst - Fintech Madrid Office - Hybrid: 4 days in the office, 1 day working from home Join Our Data Team at Ebury Madrid Office. Ebury’s strategic growth plan would not be possible without our Data Analytics & Reporting team and we are seeking a Data Analyst to join our Finance domain! Our data mission is to develop and maintain Ebury’s Data...


  • Centro, España Ebury A tiempo completo

    Financial Crime Quality Assurance Analyst Madrid Financial Crime Quality Assurance Analyst at Ebury Financial Crime Compliance - Initial 12 month Fixed-Term Contract Ebury Madrid - Hybrid: 4 days a week office based working, 1 day working from home Job Overview: As part of the Financial Crime Quality Assurance Team, you will undertake Quality Assurance...


  • Centro, España ENGINEERINGUK A tiempo completo

    DESCRIPTION The CEU (Continental Europe) Fresh Finance team is seeking a Financial Analyst to play a crucial role in owning the financial aspects of the ES category management, serving as a subject matter expert for selection-related tools and methodologies, and providing cross-CEU support during the month-end close processes. This is an excellent...

  • Pricing Analyst

    hace 1 mes


    Centro, España Green Recruitment Company A tiempo completo

    The Role:Ensure the delivery of analysis on the profitability of the company's assets across different technologies.Support the valuation of the company's portfolio of assets.Overall responsibility for financial modelling and financial analysis of assets in the company's portfolio across PV, BESS, and Hydrogen in support of energy markets team...

  • Digital Analyst

    hace 1 mes


    Centro, España CrowdFarming A tiempo completo

    CrowdFarming es el principal mercado tecnológico europeo de agricultor a consumidor. Estamos construyendo toda la tecnología y la logística para que los consumidores puedan acceder al mayor catálogo de agricultores ecológicos y regenerativos. Nuestra visión es construir la cadena de suministro de alimentos más sostenible para que los agricultores...


  • Centro, España Cigna A tiempo completo

    The Cigna Group is looking for talented people with prior audit experience who are interested in being a part of The Cigna Group's rapidly evolving healthcare strategy. This position as Internal Audit Lead Analyst provides exposure to key stakeholders, who are an integral part of our International Health markets, and unique opportunities to drive value...


  • Centro, España Global Impact Investing Network A tiempo completo

    The Impact & TA Analyst will focus on Impact Measurement and Management (IMM) and the development of TA projects of investees of the Kuali Fund (Financial Service Providers and Climate Tech Companies) and assist with other GAWA’s funds. The Analyst shall also provide support for the investment process from origination to due diligence from an Impact and TA...


  • Centro, España Ebury A tiempo completo

    Junior Market Analyst Location: Ebury Madrid - 4 days in the office and 1 day from home office working policy Role Working as part of a global team of market analysts, the successful candidate will play a key role in providing market commentary and fundamental analysis on the foreign exchange market for Ebury’s clients and front office staff. The role will...

  • Business Analyst

    hace 1 mes


    Centro, España YanTech Associates LTD A tiempo completo

    Business Analyst - Hybrid working in Malaga YanTech Associates have partnered with a leading technical consultancy in Spain who are looking to hire a Contract Business Analyst for a minimum of 12 months with a likely extension. Your first project is for a world leading Financial Services company who are implementing new Software and IT products to their...


  • Centro, España Ebury A tiempo completo

    Ebury is a hyper-growth FinTech firm, named in 2021 as one of the top 15 European Fintechs to work for by AltFi. We offer a range of products including FX risk management, trade finance, currency accounts, international payments and API integration. Junior Market Analyst Location: Ebury Madrid - 4 days in the office and 1 day from home office working policy...

  • Operations Analyst

    hace 1 mes


    Centro, España IQVIA A tiempo completo

    We are seeking a dedicated Commercial Operations Analyst to support our Spanish business in all areas of opportunity management and operations. The successful candidate will provide vital support to our commercial and finance teams, ensuring opportunities are set up and processed correctly for timely revenue recognition and billing according to company...

  • Financial Planning

    hace 1 mes


    Centro, España Fresenius Medical Care A tiempo completo

    Financial Planning & Analysis Senior Analyst - Care Enablement The FP&A Senior Analyst manages the daily transactional operations of FP&A processes to deliver services that meet business needs, improves operational effectiveness and efficiency, and leads the process of solving operational issues. The area of responsibility covers FP&A for the Care Enablement...