Asset & Wealth Management, Private Wealth Management, Markets Coverage Group, Wealth Management Analyst - Dallas

YOUR IMPACT

Ready to launch your career where innovation meets impact? As a Wealth Management Analyst (WMA), you will be central to our team's success, empowering us to deliver exceptional client service and operational excellence. You'll be the go-to expert for clients and sales teams, skillfully managing all account and trade servicing, from daily reconciliations and complex OTC documentation to seamless new account onboarding. Your proactive approach will resolve discrepancies, streamline transactions, and support our representatives in cultivating client relationships, even showcasing our innovative web capabilities to new prospects. Crucially, you'll serve as a vital liaison across diverse internal departments, driving issue resolution and spearheading efficiency projects that directly enhance our team's quality and effectiveness. WE ARE ONLY CONSIDERING MAY 2026 GRADS FOR THIS OPPORTUNITY.

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.

Markets Coverage Group (MCG)

The Markets Coverage Group (MCG) is part of Private Wealth Management within Goldman Sachs. MCG provides an institutional style coverage model, from a sales trading and research sales perspective, for wealthy sophisticated, individuals and large family office groups, as well professional, institutional investors including hedge funds and investment advisers. MCG advises its clients on investments and trades, both macro and micro, across the capital structure. A Wealth Management Professional in the Markets Coverage Group will provide support to the sales representatives in the implementation of new client accounts, trade execution and ongoing servicing of existing clients.

Wealth Management Analysts are a pivotal force, directly empowering our Wealth Management Professionals and ensuring unparalleled client success. It's a hands-on opportunity to master the intricacies of Wealth Management, from strategically onboarding new client relationships and meticulously ensuring investment objectives are met, to proactively managing fraud risk, executing critical trades, and optimizing liquidity. This role offers a unique platform to fulfill your potential and shape the future of Wealth Management.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Serve as primary contact to the team's clients for all account and trade servicing related issues.
• Serve as resource to multiple representatives in supporting client relationships for the team.
• Provide overview of client reporting and web capabilities to potential new clients.
• Process and reconcile daily trading activity. Resolve any discrepancies or exceptions in a timely manner.
• Manage the ongoing processing of all transactions and ad hoc requests.
• Serve as the primary point of contact for Sales Teams in assisting with Over-the-Counter (OTC) documentation setup, ensuring completeness and accuracy.
• Serve as key liaison to other areas supporting PWM clients including operations, performance and compliance, including cross divisional operational groups.
• Plan and manage the new account onboarding process, including documentation and funding supported by account opening and approval teams
• Serve as a liaison with various internal departments, including Operations, Engineering, Strats, Controllers, Risk, and Compliance, to facilitate issue resolution and process improvement.
• Participate in group projects to improve quality and efficiency within the team.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor's Degree Required, you must be a May 2026 grad to be considered for this opportunity
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in client service
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Commitment to excellence and a high level of integrity
• Interest in Financial Services Industry
• SIE, Series 7 and 63 required (must be obtained within six months of employment)

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., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.