CWM, PWM, Goldman Sachs Trust Company, Investment Officer, Vice President – New York

Location(s) US-NY-New York
Job ID
Schedule Type
Full Time
Vice President
Consumer and Wealth Management
Business Unit
Trust Services
Employment Type



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 an Investment Officer who will be a key person in managing the ongoing investment experience for the client.



Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.



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.


The Goldman Sachs Trust Company (GSTC) is an integral part of the Goldman Sachs private client experience.  We offer an innovative approach to fiduciary administration resulting from the effective integration of Goldman Sachs capabilities.  Our fiduciary professionals coordinate with Goldman Sachs Private Wealth Advisors to deliver a superior experience for our clients, while adhering to our responsibilities as a fiduciary.




  • Oversee management of discretionary trust assets for GSTC clients
  • Create portfolio rebalancing proposals for GSTC discretionary trusts
  • Coordinate investment implementation and rebalancing
  • Execute and trading and other investment related transactions
  • Serve as key GSTC Investment Team liaison to PWA teams
  • 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 PWM 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.
  • Assist on projects related to new business development and team strategic planning
  • Lead or participate in ad-hoc projects for the Investment Team and GSTC
  • Prepare weekly/monthly management reports & quarterly investment committee meeting materials
  • Manage the onboarding and transition of new GSTC discretionary relationships


Preferred Qualifications:

  • 7-10+ years of relevant experience
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Excellent interpersonal, leadership and communication skills and a desire to work in a team-oriented environment
  • Strong analytical and organizational skills
  • Detail-oriented
  • Creative thinker that is intellectually curious
  • Strong knowledge of Windows technology (Outlook, Excel, PowerPoint and Word)
  • Undergraduate degree required
  • Series 7 and 66 required (must be obtained within three months of employment)



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

We believe who you are makes you better at what you do. We're 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

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity