Asset & Wealth Management, Client Coverage Group, OCIO Client Experience Analyst

Davita Inc.; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

A leading global investment management firm is seeking a Client Experience Analyst in New York City. The role involves supporting affluent clients in investment decisions and building long-lasting relationships. Applicants should have relevant experience, strong interpersonal and communication skills, and a degree in finance or business.

Qualifications

• 0.5+ years of relevant work experience in asset management or financial services.
• Knowledge and passion for capital markets.
• Series 7, 63, and 3 required or to be obtained within three months.

Responsibilities

• Support the OCIO client base with customized investment solutions.
• Collaborate with the Multi Asset Solutions team.
• Deliver exceptional client experience and maintain long-term relationships.

Skills

Attention to detail

Interpersonal skills

Communication skills

Organizational skills

Education

Undergraduate degree in business or finance related studies

Tools

MS Office

Job description

OUR IMPACT

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. The Client Coverage Group (CCG) serves as the primary client service contact for our existing institutional relationships and will be responsible for delivering an exceptional client experience. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CCG works closely with the Client Solutions Group (CSG), who works to develop and execute thoughtful investment solutions for institutional clients across the globe across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.

The Client Experience analyst will be responsible for supporting our Outsourced Chief Investment Officer (OCIO) client base. Our OCIO program develops customized multi-asset class investment solutions to assist clients (mainly Corporate Pension Plans and Endowment & Foundations) in balancing strategic priorities and day-to-day decision-making based on their distinct investment objectives and level of outsourcing needs. The Client Experience Analyst will work directly with GSAM's Multi Asset Solutions (MAS) team who is responsible for creating the customized portfolios and also with the External Investing Group (XIG) team who is responsible for overseeing the due diligence process and selection of external investment managers to be utilized in our client portfolios.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• 0.5+ years of work experience at an asset management firm or other financial services organization


• Knowledge of, and passion for, the asset management business and capital markets


• Direct client experience


• Highly organized with exceptional attention to detail and excellent follow-through


• Positive attitude and strong work ethic


• Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialogue and interactions, and collaborate well with others internally to meet client needs


• Strong written and oral communication skills


• Ability to work well in a fast-paced team environment


• Strong skills in MS Office (Excel, PowerPoint and Word).


• Undergraduate degree in business or finance related studies, preferred.


• Series 7, 63 and 3 required, or obtained within 3 months of joining.


• MBA or CFA a plus

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people atGS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:https://www.goldmansachs.com/careers/footer/disability-statement.html

Salary Range

The expected base salary for this New York, New York, United States-based position is $85000-$110000. 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.