Full-Time

Financial Investment Professional Associate

Private Wealth Management

Updated on 8/16/2026

Goldman Sachs

Goldman Sachs

10,001+ employees

Global investment banking and asset management

Compensation Overview

$85k - $160k/yr

+ Discretionary bonus

Company Historically Provides H1B Sponsorship

New York, NY, USA

In Person

Bachelor's

Category
Finance & Banking (1)
Required Skills
Series 7
Fixed Income Securities
Investment Banking
Financial Modeling

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Requirements
  • A bachelor's degree is required.
  • Two to five years of investment management, investment banking, or comparable experience is required.
  • Strong leadership skills and a demonstrated record of achievement are required.
  • Ability to work in a fast-paced environment and think clearly under pressure is required.
  • Strong interest in the financial markets and sound investment judgment or commercial instinct are required.
  • Ability to multitask and work with numerous colleagues and desks across the firm is required.
  • Strong verbal and written communication skills are required.
  • Strong organizational and interpersonal skills are required.
  • Strong attention to detail and organizational ability are required.
  • Strong financial modeling and presentation skills are required.
  • SIE, Series 3, Series 7, and Series 63 licenses must be obtained within three months of employment.
Responsibilities
  • Act as the chief investment officer of the Private Wealth Management team, demonstrating expertise across asset classes and investment vehicles.
  • Develop client relationships and serve as the primary point of contact for account-related questions.
  • Conduct client-facing analyses of client portfolios, including strategic and tactical asset allocation and portfolio risk and return.
  • Assist with the day-to-day management of client accounts, including portfolio implementation and rebalancing across asset classes.
  • Serve as a key liaison for client accounts to internal Private Wealth Management stakeholders, including Operations and Compliance.
  • Lead or participate in cross-functional group projects to improve quality and efficiency within the Private Wealth Management team.
  • Execute equity, fixed-income, mutual-fund, and derivatives transactions across client accounts.
  • Monitor macroeconomic trends and internal research publications and assess their potential impact on client portfolios.
  • Improve team efficiency by streamlining operational workflows, strategic business planning, and support and service infrastructure.
Desired Qualifications
  • Obtaining the Chartered Financial Analyst charter and/or Certified Financial Planner certification is highly encouraged and will be sponsored in accordance with firm policy.

Goldman Sachs provides financial services for corporations, governments, institutions, and individuals, including advisory on mergers and acquisitions, underwriting and distributing securities, asset and wealth management, and market making across fixed income, currencies, commodities, and equities. Its products work by delivering strategic advice, financing, liquidity, and asset management across multiple classes, using client funds and its own capital to raise, deploy, and manage capital for clients. The firm differentiates itself through its global scale, comprehensive range of services, deep client relationships, and long-standing presence in capital markets. Its goal is to help clients raise and deploy capital, manage risk, and grow wealth while earning fees and returns from advisory, trading, lending, and asset management activities.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1869

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 revenue hit $20.34 billion, with record trading and advisory results.
  • NEOS adds $30 billion in active income ETFs, closing in Q1 2027.
  • Goldman’s AI financing role with Nvidia targets a new infrastructure asset class.

What critics are saying

  • Goldman agreed to pay $500 million over 1MDB; judge approval still follows.
  • July 2026 London tribunal awarded £1.45 million after parental-leave discrimination findings.
  • Performance-based job cuts in April 2026 signal pressure if revenues cool.

What makes Goldman Sachs unique

  • Goldman Sachs owns elite corporate access: $1.2 trillion in H1 2026 announced M&A.
  • Its $2 trillion wealth franchise and record $4.04 trillion AUM diversify fee income.
  • Goldman sits inside Nvidia’s $500 billion AI-financing consortium, not just underwriting it.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Company News

Business Insider
Aug 15th, 2026
Wall Street's biggest banks pour billions into AI with mixed results on returns

Wall Street's largest banks are investing billions in AI, though questions persist about returns on these massive expenditures. JPMorgan leads with a nearly $20 billion annual technology budget, claiming its $2 billion AI investment has already matched costs in savings. The bank tracks how its engineers use AI tools and has deployed its proprietary platform to over 200,000 employees. Goldman Sachs spent $6 billion on technology this year, whilst announcing AI-driven efficiency measures that will slow hiring and reduce some roles. Citigroup takes a bottom-up approach with 4,000 employees trained as AI stewards, reporting nearly 90% staff usage of AI tools. Wells Fargo and Bank of America are also deploying AI across operations, from wealth advisory to code development. Morgan Stanley's partnership with OpenAI saved developers over 280,000 hours in the first half of last year. Despite widespread adoption, JPMorgan CEO Jamie Dimon noted banks don't "uniquely benefit from AI" since everyone now uses it.

Yahoo Finance
Aug 14th, 2026
Goldman Sachs leads $500B Nvidia AI infrastructure financing initiative

Goldman Sachs is helping Nvidia mobilise more than $500 billion for AI infrastructure financing, according to Reuters. The investment bank is discussing structures with insurers, banks, and asset managers to create independent financing platforms for Nvidia-powered systems. The initiative, announced on 10 August, brings together Goldman, Apollo, BlackRock, Blackstone, Brookfield, and KKR. Nvidia could backstop up to $125 billion, or 25%, of potential transactions. Goldman's asset-management business could provide junior capital and private credit, whilst its investment bank could place debt with private-credit funds and public bond investors. The strategy aims to transform GPUs and AI systems into an investable infrastructure asset class. This could expand the addressable market by removing capital constraints on AI infrastructure deployment as Nvidia's Data Center revenue jumped 92% to $75.2 billion in the first quarter of fiscal 2027.

Surperformance
Aug 12th, 2026
Goldman Sachs to acquire NEOS Investments for up to $2.25B, adding $30B in active income ETFs

Goldman Sachs has agreed to acquire NEOS Investments, a provider of options-based income exchange-traded funds, for up to $2.25 billion in cash and equity. The deal will add $30 billion in active income ETFs to Goldman Sachs Asset Management's portfolio. NEOS, founded in 2022, manages $30 billion across 19 options-based income ETFs as of 30 June 2026. The acquisition will position Goldman Sachs Asset Management as a top-eight active ETF provider with $80 billion in active ETFs. NEOS co-founders Troy Cates and Garrett Paolella will join Goldman Sachs Asset Management as partners upon completion. The transaction is expected to close in the first quarter of 2027, subject to regulatory approval. The deal follows Goldman Sachs' earlier acquisition of Innovator Capital Management, expanding its presence in the rapidly growing derivative income ETF market, which has reached approximately $180 billion industry-wide.

Cbonds
Aug 11th, 2026
New issues: Verizon Communications issued international bonds (US92343VJL99, US92343VJM72) in the amount of USD 2000, USD 1750 mln maturing in 2059, 2057 respectively.

On August 10, 2026 issuer Verizon Communications released international bonds (US92343VJL99, US92343VJM72).• In the amount of USD 2000 mln maturing in 2059. The issues were sold at the price of 100% at par.

PR Newswire
Aug 10th, 2026
MPLX LP prices $2.25 billion senior notes offering

/PRNewswire/ -- MPLX LP (NYSE: MPLX) announced today that it has priced $2.25 billion in aggregate principal amount of unsecured senior notes in an...