Private Wealth Management, Financial Analyst, Analyst (m|f|x) Amsterdam

Private Wealth Management (PWM) secures, develops, and manages relationships with high-net-worth individuals, their families, family offices, and foundations. PWM assists clients in building and preserving their financial wealth by creating and implementing long-term asset allocation strategies tailored to each client’s specific risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full range of wealth management products and services, including private banking and trust company services.

Tasks

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 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 the equity, fixed-income, and alternative investment components of asset allocation
• Analyze equity and fixed-income portfolios for risk and return characteristics
• Execute portfolio rebalancing
• Research internal and external investment vehicles for client asset allocation
• Stay up to date on the latest developments in the financial markets
• Share GS research and market views with Private Wealth Advisors
• Work in conjunction with various product groups within Investment Management to address client needs
• Assist with trading and provide client service and team support

Profile / Your qualification / Your personality

• Bachelor’s degree
• 1–3 years of prior work experience in a relevant field
• Fluency in English and Dutch/Flemish is required. Additionally, it would be a plus if the candidate could speak French
• 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 a 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 work independently, analyze and evaluate, and make independent judgments
• Ability to effectively interact with and build relationships with senior management and global stakeholders
• Commercially savvy, with the ability to exercise discretion regarding highly confidential or sensitive information
• Integrity, ethical standards, and sound judgment

Share this offer on LinkedIn →

Location

Strawinskylaan 1677, NL-1077 XX
Amsterdam