PWM-Legal-Dallas-Analyst

Posted Yesterday
Be an Early Applicant
Dallas, TX, USA
In-Office
Entry level
Fintech • Financial Services
The Role
Supports attorneys on Private Bank lending transactions by drafting and managing loan, collateral, guaranty, and amendment documents; coordinating closings, deliverables, stakeholders, and legal projects; maintaining templates and playbooks; assisting with regulatory matters; and improving legal workflows through standardization, automation, and AI.
Summary Generated by Built In

Asset & Wealth Management (AWM) / Private Bank Legal Associate/Analyst – Lending Paralegal

The AWM Private Bank Legal Associate/Analyst role offers an opportunity for motivated candidates interested in lending, finance, legal documentation, and process innovation. The position partners closely with attorneys supporting a broad range of Private Bank lending products, including securities-based lending, mortgages, unsecured lending, commercial lending, and other specialized financing transactions.

Qualifications

  • Strong analytical, organizational, and project management skills, with the ability to manage multiple priorities and deadlines
  • Excellent written and verbal communication skills and ability to collaborate across Legal, Credit, Business, Operations, Compliance, and Risk
  • Self-starter with strong attention to detail and sound judgment
  • Adaptable and effective in a fast-paced environment
  • Strong drafting, document management, and organizational capabilities
  • Interest in lending products, financial services, and legal frameworks
  • Interest in leveraging technology, automation, and AI to improve legal processes and efficiency
  • Ability to identify workflow improvements and drive operational excellence
  • High degree of professionalism and integrity
  • Prior paralegal, legal operations, lending, banking, or financial services experience preferred; JD not required

Responsibilities

  • Draft, review, and manage loan documents, amendments, consent letters, guaranties, collateral documents, and related lending documentation
  • Support transaction execution and closings, including document collection and deliverable tracking
  • Track legal projects, transaction pipelines, and key milestones
  • Maintain legal templates, playbooks, forms, and guidance materials
  • Partner with attorneys and business stakeholders to support lending transactions and day-to-day business activities
  • Assist with legal, regulatory, and policy matters affecting Private Bank lending products
  • Drive document standardization, process improvement, and operational efficiency initiatives
  • Identify opportunities to leverage technology, automation, and AI to improve legal workflows and scalability
  • Coordinate with Legal, Credit, Operations, Compliance, Risk, and Technology stakeholders on lending-related matters
  • Support management reporting and strategic initiatives as needed

This role provides broad exposure to private bank lending products and legal matters, offering the opportunity to build expertise in lending and credit while contributing to the modernization and scalability of legal service delivery.

Skills Required

  • Strong analytical, organizational, and project management skills
  • Ability to manage multiple priorities and deadlines
  • Excellent written and verbal communication skills
  • Ability to collaborate across Legal, Credit, Business, Operations, Compliance, and Risk
  • Strong attention to detail and sound judgment
  • Adaptability in a fast-paced environment
  • Strong drafting, document management, and organizational capabilities
  • Interest in lending products, financial services, and legal frameworks
  • Interest in technology, automation, and AI for legal process improvement
  • Ability to identify workflow improvements and drive operational excellence
  • High degree of professionalism and integrity
  • Prior paralegal, legal operations, lending, banking, or financial services experience
  • Juris Doctor degree

Goldman Sachs Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Goldman Sachs and has not been reviewed or approved by Goldman Sachs.

  • Healthcare Strength — Healthcare is described as offering multiple plan options with subsidized premiums and prescription coverage. Materials indicate there are no pre-existing condition limitations in the U.S. summary.
  • Retirement Support — Retirement benefits are considered competitive, including employer 401(k) matching and access to financial education and planning resources. These features position long-term savings as a core component of the package.
  • Parental & Family Support — Family-support programs include paid parenting leave, family-care leave, and resources such as childcare support and lactation rooms in some offices. These offerings signal emphasis on supporting caregivers alongside work.

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The Company
HQ: New York, NY
67,118 Employees

What We Do

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.com

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