Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst

Goldman Sachs

Posted 7 days ago

Full Time

New York, New York

In Person

Smart Summary

Responsibilities

The Trust Analyst will assist the Investment Officer in managing discretionary trust assets, including portfolio rebalancing, trade execution, and reconciliation. They will also analyze investment portfolios, prepare management reports, and support the onboarding of new client relationships.

Qualifications

You have a Bachelor's degree and 0-3 years of experience in a relevant field, with strong analytical and communication skills. You are proficient in MS Office and possess excellent organizational abilities, with the capacity to manage multiple projects and work effectively in a fast-paced environment.

Must Have Skills for ATS

MS Office

Excel

PowerPoint

Word

Outlook

Series 7

Series 66

Job Description

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) manages relationships with high net worth individuals, their families, family offices and foundations.  PWM professionals develop customized investment strategies for their clients, and offer a full array of wealth management products and services, including private banking and trust company services.  

The Goldman Sachs Trust Company (GSTC)

An integrated part of PWM is The Goldman Sachs Trust Company (GSTC), N.A. a limited-purpose national bank offering world-class, sophisticated trust and estate administration services to ultra-high-net-worth clients.  The GSTC New York City office has an opening for a Trust Analyst on its Investment Team.  The Trust Analyst is a key person in managing the ongoing investment experience for the client.  Typical responsibilities include the following:

HOW YOU WILL FUFILL YOUR POTENTIAL 

  • Work closely with the Investment Officer in overseeing management of discretionary trust assets for GSTC clients 

  • Create portfolio rebalancing proposals for GSTC discretionary trusts

  • Coordinate investment implementation and rebalancing (e.g. trade entry, opening separately managed accounts, etc.)

  • Execute, process and reconcile trading and other investment related transactions

  • Analyze equity, fixed income and alternative investment portfolios for risk and return characteristics 

  • Research internal and external investment vehicles for client asset allocations 

  • Work in conjunction with various product groups within Asset & Wealth Management to respond to client needs 

  • Keep abreast of the latest events in the financial markets as well as GS research; relay this information to Investment Officer and other team members.

  • Participate in ad-hoc projects for the Investment Team and GSTC

  • Prepare weekly/monthly management reports  and regulatory reports

  • Assist with onboarding and transition of new GSTC discretionary relationships 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Bachelor’s degree

  • 0-3 years of prior work experience in a relevant field. 

  • 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 positive attitude and strong work ethic

  • Strong communication skills (written and verbal)

  • Ability to work in a fast-paced environment 

  • Strong analytical ability 

  • Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information

  • Series 7 and 66 required (must be obtained within three months of employment) 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit to 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. Headquarters in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We are 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 are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment 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.

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 New York, NY, United States-based position is $70000-$120000. 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.

Goldman Sachs

We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence. Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges. For 157 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses. Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance. Find our Social Media Disclosures here: gs.com/social-media-disclosures
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria