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Private Wealth Financial Analyst: Client Portfolios
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-15
Listing for:
The Goldman Sachs Group
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A global investment firm based in Houston is seeking a Financial Analyst who will assist Private Wealth Advisors in managing high net worth client portfolios. Responsibilities include monitoring investments, preparing performance materials, and researching investment opportunities. Ideal candidates will have a Bachelor's degree, strong communication skills, and a passion for financial markets. The role requires the Series 7 and 63 licenses to be obtained within three months of employment and demands the ability to thrive in a fast-paced environment.
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