Wealth Management-Albany-Senior Analyst-Client Services - Operations jobs in United States
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Goldman Sachs · 22 hours ago

Wealth Management-Albany-Senior Analyst-Client Services - Operations

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Senior Analyst to join their Wealth Management team, focusing on administering charitable giving and ensuring compliance with IRS guidelines.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Conduct comprehensive due diligence on all grant recommendations submitted by DAF donors
Research and analyze potential grantee organizations using various public and proprietary databases
Identify and assess potential red flags, compliance risks, or conflicts of interest associated with grant recommendations
Proactively communicate with potential grantee organizations via phone and email to gather necessary documentation
Maintain accurate, detailed, and organized records of all due diligence activities, findings, and communications
Adhere strictly to established due diligence policies, procedures, and best practices

Qualification

Donor Advised FundsCompliance with IRS regulationsRisk AssessmentDocumentation & ReportingClient Service OrientationAttention to DetailWritten CommunicationVerbal CommunicationTeam OrientedAdaptability

Required

1-3 years of professional experience with a preference towards experience with Donor Advised Funds, or other charitable organizations
BA/BS degree

Preferred

Candidate must be proactive, enthusiastic and team oriented
Strong client service orientation with prior work experience in a role handling client outreach
Ability to remain composed under pressure
Ability to adapt to new challenges and a fast-changing environment
Accuracy and attention to detail
Strong written and verbal communication skills

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.

H1B Sponsorship

Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)

Funding

Current Stage
Public Company
Total Funding
$6B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO

Leadership Team

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David M. Solomon
Chair and Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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Company data provided by crunchbase