JACKSON O'LEARY
Annapolis,MD
Summary
Financial Analyst with expertise in managing trust investments and evaluating portfolio strategies for high-net-worth clients at Goldman Sachs. Proficient in executing investment decisions and collaborating with advisory and asset management teams to drive strategic initiatives. Demonstrated ability to enhance growth and efficiency through strong portfolio management and cross-functional project support.
Overview
3
3
years of professional experience
4
4
Certification
Work History
Financial Analyst
Goldman Sachs
Washington, DC
07.2022 - 11.2025
- Evaluated portfolio composition and managed trust investments (buy/sell/rebalance) for high-net-worth Goldman Sachs Ayco clients to align with Investment Strategy Group (ISG) allocations.
- Collaborated with internal GS teams such as the Portfolio Advisory Group (PAG), GS Asset Management (GSAM) Fixed Income team, and the Investment Strategy Group (ISG) to optimize client portfolios.
- Ensured the timely completion of client monthly/quarterly distribution transactions, as well as raising cash for one-off client distribution requests.
- Implemented strategic initiatives to drive growth and operational efficiency. Initiatives contributed to the team effort in surpassing $1 billion in assets under management.
Intern
Goldman Sachs Internship Program
New York, NY
06.2021 - 07.2021
- Assisted wealth advisors with client service requests and ongoing projects to support day-to-day management.
- Collaborated on projects and prepared presentation materials for client meetings.
- Supported team members by helping develop portfolio strategies and creating financial plans based on client needs.
Education
Bachelor of Business Administration - Finance & Real Estate
Villanova University
05.2022
Skills
- Portfolio management and investment analysis
- Financial modeling and asset allocation
- Strategic financial planning
- Financial software proficiency
Websites
Certification
- CAIA (Chartered Alternative Investment Analyst)
- Securities Industry Essentials Examination (SIE)
- Series 7, 63, 65 exams
Student Leadership Activities
- Villanova Finance Society Member
- Villanova Men's Lacrosse Manager
Timeline
Financial Analyst
Goldman Sachs
07.2022 - 11.2025
Intern
Goldman Sachs Internship Program
06.2021 - 07.2021
Bachelor of Business Administration - Finance & Real Estate
Villanova University