CIMD, PWM, Family Office- APEX, Associate

Location(s) US-NY-New York
Job ID
Schedule Type
Full Time
General, Investment Management
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 Associate 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
  • Champion select investments through due diligence, committee and review processes internally
  • Communicate investment opportunities with sales teams, and directly to Apex clients
  • Work closely on business development initiatives including managing client-related events, spearheading product development, improving sourcing channels, and creating scalable solutions 
  • Help to build a dedicated operating platform and framework to better service this client base
  • Prepare internal and external presentations and pitch material

Preferred Qualifications

  • Demonstrated orientation toward and interest in understanding financial markets with at least 18 months of relevant industry experience; preferably related to investment banking, private or growth equity, structured credit or illiquid public investments
  • Demonstrated history of commercial prowess and success
  • Excellent interpersonal skills and desire to work in a team-oriented environment
  • Ability to excel in an unstructured, entrepreneurial, business building mode of a new business
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong analytical and organizational skills​


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.

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