Goldman Sachs
AWM, Private Bank, Lending Associate- Los Angeles
Los Angeles, CA, United States · Part-time
Sponsorship not specified$75k-$160kDetected 8 days ago
Financial AnalysisCommunicationCollaborationOrganizational SkillsUnderwriting
About the role
- Participate in prospect and client meetings with PWAs and senior Lending Advisors; help articulate Goldman Sachs Private Bank capabilities and follow up on next steps.
- Assist in pre-screening lending requests, gathering documentation and coordinating early-stage opportunity assessment.
- Monitor assigned portfolio items, identify potential risk indicators and escalate at-risk or default situations to senior team members.
Responsibilities
- JOB SUMMARY & RESPONSIBILITIES Build and maintain strong internal relationships with PWAs, Regional Lending Advisors, Underwriting and control partners to support lending activity.
- Support growth by identifying potential lending opportunities and preparing preliminary analysis, client/advisor materials and transaction summaries.
- Partner with the US Underwriting team on credit memo preparation, financial analysis, diligence requests and overall portfolio and risk management.
- Track pipeline, outstanding diligence items, approvals and closing deliverables to support timely execution.
- Communicate clearly with PWAs, internal stakeholders and clients to manage expectations and drive follow-through.
- Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
- Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management.
Requirements
- Ability to analyze financial statements, collateral and credit requests with strong attention to detail and judgment.
- Excellent oral and written communication skills, including the ability to prepare clear, polished materials for advisors, clients and internal stakeholders.
- REQUIRED LICENSING Series 7, 63 and SIE, or must be obtained within 4 months of joining.
Nice to have
- Working knowledge of UHNW lending, credit analysis and client-service dynamics
- exposure to Commercial Real Estate financing preferred.
- Familiarity with securities based lending, structured lending, private equity or other asset classes preferred.
- Completion of a formal credit training program or progress toward completion preferred.
Compensation
- The expected base salary for this Los Angeles, CA, United States-based position is $75000-$160000.
Benefits
- Your Role Support the Private Bank Regional Lending Advisor platform by helping identify, evaluate and execute lending opportunities with PWM coverage teams.
Company info
- Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.
- Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.
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This listing is sourced directly from Goldman Sachs's careers page and normalized into a canonical job model.