Asset & Wealth Management Analyst
Goldman Sachs
Asset & Wealth Management Analyst
Goldman Sachs
Advises on mergers and trades stocks and bonds
YOUR IMPACT
Goldman Sachs Family Office (GSFO) is in search of an Analyst to assist with an innovative private client accounting and payment services offering for our most strategic Ultra-High-Net-Worth (UHNW) clients. We are looking for a client-friendly individual with background in accounting, who has a passion for building a new business.
We are seeking an experienced accountant to help build out a comprehensive new private client accounting and payment services offering tailored for UHNW families. This role will be involved in establishing and scaling a best-in-class service model that addresses the intricate financial affairs of complex family structures, often involving multiple entities, properties, and specialized assets.
This role requires an entrepreneurial spirit combined with deep technical accounting expertise.
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 provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.
HOW YOU WILL FULFILL YOUR POTENTIAL
Be part of a team responsible for comprehensive accounting and payment services, leveraging agentic AI technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, processing invoices, ensuring timely payments, and managing vendor relationships.
Drive detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships)
Monitor and coordinate cash management across various accounts and entities
Processing of client accounts payable
Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies. Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities
Serve as a key liaison to facilitate communication between clients, advisor teams, and the Bill Pay team
Complete data entry tasks associated with client record keeping and reporting requirements
Liaise with advisor teams to coordinate 1099 preparation and mailings
Serve as a primary point of contact for client communications related to billing and financial matters.
Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering
QUALIFICATIONS
Bachelor's Degree Required, preferably in Accounting, Finance, or a related field
An ACCA/CPA certification is highly desirable
A minimum of 1 year of experience in accounting, financial management, or family office operations
Experience in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
Proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms
Exceptional Excel skills
Excellent interpersonal skills and a desire to work in a team oriented environment
Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
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: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Salary Range
The expected base salary for this Albany, NY, United States-based position is $55000-$70500. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Advises on mergers and trades stocks and bonds
Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.
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