Asset & Wealth Management, Private, Divisional CFO, Analyst

1 day ago


Dallas, United States The Goldman Sachs Group Full time

AWM Private is the primary center for Goldman Sachs' long-term principal investing activity. Goldman Sachs has operated this business as an integral part of the firm for more than 35 years. AMW Private consists primarily of six main asset management businesses, including Corporate Equity, Growth Equity, Corporate Credit, Infrastructure, Sustainability and Real Estate. Investments are made on behalf of Goldman Sachs, its employees and clients of the firm through a series of investment vehicles and other strategies.

Within AWM, the Finance group supports each asset management business through a variety of functions, including managing the valuation process for each AMW Private business (e.g., recommending appropriate month-end / quarter-end equity and debt valuations) and analyzing, budgeting and projecting the performance of each business. This position will be within the AWM Finance group assisting in both the monthly / quarterly valuation process and the budgeting process.

POSITION DESCRIPTION:

The successful applicant will have an ability to understand financial information, draw relationships and raise issues or concerns. He/she will have a high degree of integrity, strong attention to detail and be highly motivated and client focused. He/she will support more senior team members with a variety of items including a range of recurring tasks, project-based work and ad hoc analyses.

RESPONSIBILITIES:

  • Determine and support appropriate fair market values across multiple investing disciplines and geographies
  • Prepare / maintain multi-year departmental revenue, balance sheet and other risk metric forecasts, involving multiple investment strategies
  • Maintain working knowledge of significant investments and forecasting assumptions
  • Participate in process improvement initiatives to increase efficiency and effectiveness of the valuation and budgeting process
  • Responding to ad hoc requests and preparing analyses for same

QUALIFICATIONS / REQUIREMENTS:

  • Bachelor's Degree in Accounting, Finance or other business discipline
  • Strong understanding of capital and debt markets
  • Strong analytical skills and detail orientation
  • Strong interpersonal and communication skills, oral as well as written
  • Strong coordination and organizational skills
  • Ability to multi-task, meet tight deadlines and handle stressful situations
  • Ability to work independently in a small team, exhibit initiative and be proactive
  • Ability to organize and analyze large volumes of information
  • Team player, willing to help in areas not explicitly related to job duties
  • Comfortable working with a manager in a remote location
  • Comfortable working in a fast-paced, high-energy environment
  • Strong Excel and PowerPoint skills

  • Private Equity Analyst

    21 hours ago


    Dallas, United States LP Analyst Full time

    Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors. Our firm truly...


  • Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Private Equity Analyst

    2 months ago


    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...


  • Dallas, United States LP Analyst Full time

    Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors. Our firm truly...


  • Dallas, TX, United States LP Analyst Full time

    Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors. Our firm...


  • Dallas, Texas, United States LP Analyst Full time

    You have been selected as a top candidate for the position of Document Administrator at LP Analyst. We are excited about the prospect of having you join our team and contribute to our mission of delivering high-quality results to our clients. In this role, you will be responsible for coordinating the collection of documents from private asset manager...


  • Dallas, Texas, United States LP Analyst Full time

    Job Overview:Leverage your analytical skills to excel as a Private Equity Analyst at LP Analyst, a leading provider of private asset portfolio monitoring solutions and analytics software. This role offers an exciting opportunity to work with a dynamic team, drive business growth, and develop a rewarding career in finance.About the Role:This position involves...


  • Dallas, Texas, United States Corient Private Wealth LLC Full time

    Are you looking for a career that combines your passion for finance with your desire to make a real impact? Corient Private Wealth LLC is seeking a Financial Research Associate to join our team and help us deliver exceptional results for our clients.Job DescriptionIn this role, you will work closely with our portfolio management team to conduct research and...


  • Dallas, Texas, United States LP Analyst Full time

    Job OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that delivers actionable intelligence to prominent institutional investors.We are seeking highly motivated Asset Analytics Experts to join our team. As an expert in this field, you will play a key role in helping our clients achieve success by...


  • Dallas, Texas, United States Corient Private Wealth LLC Full time

    Corient Private Wealth LLC is seeking a highly skilled and motivated individual to fill the role of Senior Portfolio Development Analyst. This position will be responsible for assisting in the evaluation and selection of investment managers across various asset classes and investment vehicles.Job DescriptionThis is a dynamic and challenging opportunity that...


  • Dallas, United States The Goldman Sachs Group, Inc. Full time

    A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading asset managers with over $2 trillion in assets under supervisi Management, Wealth, Associate, Lending, Private, Credit


  • Dallas, Texas, United States Tolleson Wealth Management Full time

    About the RoleWe are seeking an experienced Wealth Management Consultant to join our team at Tolleson Wealth Management. As a key member of our Client Advisory Team, you will play a critical role in delivering exceptional client service and driving business growth.Job OverviewThis is a highly rewarding opportunity for a motivated and results-driven...


  • Dallas, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Analyst, CFO Services

    2 months ago


    Dallas, United States Alvarez & Marsal Private Equity Performance Improvement Group, LLC Full time

    Description OVERVIEW: AandM CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our...


  • Dallas, Texas, United States Tolleson Wealth Management Full time

    Job Summary: Tolleson Wealth Management is looking for a skilled financial advisor team lead to manage our team of wealth management professionals. In this role, you will be responsible for developing and implementing comprehensive financial plans for ultra-high net worth families, and leading a team of experts to deliver exceptional results.Key...

  • Document Administrator

    2 months ago


    Dallas, United States LP Analyst Full time

    Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors. Our firm truly...


  • Dallas, TX, United States Tolleson Wealth Management Full time

    Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:Investments Estate planning Tax planning Debt...

  • Document Coordinator

    2 weeks ago


    Dallas, Texas, United States LP Analyst Full time

    Job Description:We are seeking a highly organized and detail-oriented Document Administrator to join our team at LP Analyst. As a key member of our Private Asset Analyst team, you will play a crucial role in helping our clients achieve success by coordinating the collection of documents from private asset manager investor portals, organizing documents by...


  • Dallas, Texas, United States Integrity Marketing Shared Services Center Full time

    **About the Role**">We are seeking a highly skilled Strategic Financial Analyst, Wealth Management to join our team at Integrity Marketing Shared Services Center.**Job Summary**">This is an exciting opportunity for a dynamic and strategic professional to lead and support wealth management teams in developing, implementing, and evaluating strategies to...

  • Document Coordinator

    3 weeks ago


    Dallas, Texas, United States LP Analyst Full time

    **About Us:** LP Analyst is a pioneering firm in the private asset analytics space, dedicated to providing innovative solutions to institutional investors and fund managers.We are currently seeking a highly skilled Document Coordinator to join our team. As a key member of our Private Asset Analyst team, you will play a vital role in supporting our clients'...