I really liked this simulation because it gave me a practical understanding of how Wealth Management Operations works at Goldman Sachs. The tasks like creating a Personal Transaction Plan and learning about compliance made the experience very real and helpful. It increased my interest in finance and operations.
- Job Simulations
- Finance
Introduction from Citi
Reviews
liked that the work was practical and closely related to real-world finance. The tasks helped me understand data analysis, risk monitoring, and preparing presentations for management. I also liked the simulation because it allowed me to apply theoretical knowledge to realistic business situations and improve my analytical and communication skills.
The hands-on financial analysis using Excel and PowerPoint closely mirrored real-world corporate finance and treasury tasks. I particularly enjoyed setting up daily liquidity tracking models, testing Early Warning Triggers (EWT) and Management Action Triggers (MAT), and transforming key balance sheet metrics into strategic recommendations for senior management.

