• CIMD, PWM, Family Office- APEX, Analyst/Associate/Vice President

    Location(s) US-NY-New York
    Job ID
    Schedule Type
    Full Time
    Consumer and Investment Management Division
    Business Unit
    Employment Type


    Apex is the dedicated team in the consumer and investment management division that covers more institutionalized family offices, with dedicated coverage of approximately 500 family offices globally.  Deal flow is a key component to the offering and we have built the Apex brand on differentiated investment content with a focus on bespoke private transactions and investment opportunities. The team has closed ~$1bn in direct private investments and institutional family offices are increasingly important to our broader capital markets franchise.

    Apex works in coordination with PWAs to develop strong ties with family offices to deliver the full investment platform of the Firm. Services provided by Apex are cross divisional, enabling a small subset of PWM clients to access a broader suite of opportunities originating from the Investment Management, Securities, Investment Banking and Merchant Banking Divisions

    Apex is in search of an Analyst/Associate/Vice President hire to help cover family offices and source and champion differentiated investment opportunities across asset classes with emphasis on private and growth equity, venture capital, structured credit and illiquid markets. We are looking for a hard-working, organized and client-friendly individual who will be able to utilize expertise in private markets to drive client conversations and facilitate executions with an emphasis on private deals, while also expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions.



    The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.




    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



    Responsibilities May Include

    • Develop connectivity within the Firm to source and deliver differentiated and bespoke equity, fixed income and alternative investment products to clients
    • Work closely with Private Wealth Advisors to support and expand existing and prospective client relationships via private investment deal flow
    • Champion select investments through due diligence, committee and review processes internally; participate in structuring and negotiating terms and investments
    • Communicate investment opportunities with sales teams and directly to family office clients
    • Work closely on business development initiatives including managing client-related events, spearheading product development, improving sourcing channels, and creating scalable solutions 

    Preferred Qualifications

    • Demonstrated orientation toward and interest in understanding financial markets with at least 1 year (Analyst) / 3 years (Associate) / 7 years (Vice President) of relevant industry experience; preferably related to investment banking, private or growth equity, venture capital, structured credit or illiquid public investments
    • Demonstrated history of commercial prowess and success with strong client focus, business development and relationship management skills
    • Entrepreneurial spirit coupled with a desire to work in an unstructured, business building mode of team-oriented environment
    • Ability to work in a fast-paced environment and think clearly under pressure
    • Strong analytical, communication (both oral and verbal) and organizational skills
    • Demonstrated interest in financial, economic and global capital markets
    • Successful completion of Series 7 and 63 exams required within three months of starting at the firm.


    The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

    © The Goldman Sachs Group, Inc., 2020. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.