Asset & Wealth Management, Private Wealth Management, Financial Investment Profe

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 ultra 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. Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad-hoc items tied to client requests. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time. HOW YOU WILL FULFILL YOUR POTENTIAL Act as the ‘Chief Investment Officer’ of the PWM team, exhibiting expertise across asset classes and investment vehicles Develop relationships with clients and act as the primary point of contact for account related questions Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance Lead or participate in cross-functional group projects to improve quality and efficiency within the PWM team Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure SKILLS & EXPERIENCE WE ARE LOOKING FOR Bachelor’s degree required (CPA, JD, or MBA degrees welcome) 5+ years of investment management, investment banking or comparable experience Strong leadership skills and record of demonstrated achievement Ability to work in a fast-paced environment and think clearly under pressure Strong interest in the financial markets and good investment sense/commercial instinct Ability to multi-task and work with numerous colleagues and desks across the Firm Strong verbal and written communication skills Strong organizational and interpersonal skills Detailed-oriented and highly organized Strong financial modeling and presentation skills SIE, Series 3, 7 and 63 (must be obtained within three months of employment)

Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

Salary Range The expected base salary for this San Francisco, California, United States-based position is $75000-$160000. 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 availableto active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here . Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer.

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