Asset & Wealth Management, Wealth Investment Solutions, Quantitative Equity Solutions, Client Portfolio Manager, Vice President

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

The Wealth Investment Solutions (WIS) team within Goldman Sachs Asset Management manages over $339bn in assets across a variety of mandates including 81,000+ customized portfolios, 44 exchange traded funds and mutual funds, and two exchange funds. The team is the largest separate account manager in the world and is an industry leader in delivering bespoke investment solutions tailored towards individual client objectives including direct indexing, tax-managed, factor-based and values-aligned portfolios to high net worth, institutional, and retail clients.

Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $133BN across 32,000+ customized portfolios and a range of fund solutions. The QES team delivers bespoke investment solutions to High Net Worth, Institutional and Retail clients. As a focal point for one of the division's key priority initiatives, the team operates in an entrepreneurial environment but with the resources of a large organization. A core focus for the team is creating disruptive digital tools and designing cutting-edge investment strategies that are capable of transforming the asset management industry. We design and employ highly-scalable portfolio management systems to create equity-based strategies designed to meet client investment objectives. We invest on behalf of clients via a direct indexing approach, through highly customized separate accounts. Current investment solutions range from tax advantaged offerings, income based strategies, factor based investing, index replication, values alignment and ESG oriented portfolios - with more strategies under development.

Our team of client portfolio managers works closely with portfolios managers, salespeople, financial advisors and clients to understand client needs and find and help implement appropriate solutions, provide industry and strategy education and subject matter expertise, develop thought leadership and marketing materials, and develop and implement business strategy. Responsibilities also include collaborating on new investment strategies and digital tools we are developing. Our team is energized by leveraging technology to create scale and customization across our entire business and deliver an excellent client experience with industry leading investment solutions and performance. Our team operates in a fast paced environment that welcomes individuals who have a background and demonstrated interest in portfolio management and client collaboration

Job Responsibilities:

• Learn and understand QES investment strategies and portfolio management approach
• Drive commercial outcomes through client engagement, including client calls and meetings and creating and delivering client proposals.
• Serve as a product expert on QES investment strategies to both internal and external clients of the Division and Firm
• Serve as point of contact for Sales, Advisor and Client questions
• Collaborate with portfolio managers, sales and marketing to create thought leadership and determine and execute best vehicle for delivery (webinar, blog posts, white paper, etc.)
• Educate internal and external groups on focused products
• Work closely with sales force and prepare relevant marketing materials
• Work with investment team to identify product development opportunities
• Conduct competitive analyses, peer group analyses and overall market research
• Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researches and investment specialists to gain investment insight to be used in our marketing collateral

Basic Qualifications:

• Finance and statistics knowledge
• Excellent verbal, presentation and written communication skills
• Outstanding attention to detail
• Thrives in a team-oriented and collaborative environment
• Strong interest in the financial markets and strong investment sense/commercial instinct
• Experience and background with quantitative techniques and investment strategies would be preferable
• Organized and deadline driven
• Strong PowerPoint and Excel skills
• Ability to work in a fast-paced environment and think clearly under pressure
• Creativity and problem-solving skills
• 4+ years of relevant work experience
• Some travel within the US for client meetings will be required

Salary Range
The expected base salary for this New York, New York, United States-based position is $125000-$290000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.