Asset & Wealth Management, Fixed Income - Client Portfolio Management, Associate Chicago · · As[...]

Goldman Sachs Bank AG; Chicago (IL); On-site; USD 80,000 - 160,000; Full time

Job summary

A leading company in asset management is seeking an Associate for their Client Portfolio Manager team in Chicago. The role involves driving client engagement and product development in fixed income strategies, requiring strong analytical and interpersonal skills. The ideal candidate will have 3-7 years of experience in financial services, particularly in client portfolio management. This position offers a competitive salary and comprehensive benefits.

Benefits

Healthcare

Retirement Plans

Wellness Programs

On-site Health Centers

Fitness Reimbursements

Child Care

Family Care Services

Qualifications

• 3-7 years in financial services focused on fixed income and client portfolio management.
• Experience with HNW clients; trust and estate knowledge is a plus.

Responsibilities

• Drive client engagement, marketing, and product development for fixed income strategies.
• Build relationships across the business and pursue new opportunities.

Skills

Communication

Analytical Skills

Interpersonal Skills

Tools

Excel

Data Analysis Tools

PowerPoint

Job description

Opportunity Overview

Corporate Title: Associate
Office Location(s): Chicago
Job Function: Investing & Portfolio Management - Public
Division: Asset & Wealth Management
Salary Range: USD 80,000 - 160,000

Asset & Wealth Management Overview

A career with Goldman Sachs Asset & Wealth Management offers the opportunity to help clients worldwide realize their potential while discovering your own. As part of a leading asset manager with over $3 trillion in assets under supervision, you can participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships.

Fixed Income & Liquidity Solutions Overview

This team manages over $1.7 trillion in assets, serving private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. They invest across fixed income strategies, including rates, currency, and credit, through collaboration among portfolio managers, research analysts, and traders.

Role Overview

As an Associate in our Client Portfolio Manager team within Fixed Income Solutions, you will drive client engagement, marketing, and product development for our custom fixed income SMA strategies. You will collaborate with various teams to create tailored solutions, deliver market insights, develop marketing content, and provide exceptional client service. The role requires a highly organized, detail-oriented team player with excellent interpersonal skills, a passion for markets, and the ability to thrive in a fast-paced environment.

Responsibilities

1. Subject Matter Expertise & Leadership: Serve as an expert on GSAM's Fixed Income Strategies, mentor junior staff, and stay informed on market trends.
2. Client Communication & Relationship Management: Act as a senior contact for sales teams and clients, addressing inquiries and cultivating relationships.
3. Marketing & Content Strategy: Develop marketing materials and thematic content to highlight investment expertise.
4. Sales Leadership & Client Acquisition: Partner with sales leaders to present strategies and lead client meetings.
5. Market Intelligence & Investment Strategy: Monitor markets, economic indicators, and competitors to inform strategies.
6. Portfolio Review & Performance Analysis: Prepare client-specific reviews and analyze performance for improvements.
7. Collaboration & Strategic Initiatives: Work on projects like product development and platform enhancements.
8. Education & Training: Educate internal and external audiences on SMA products and develop training programs.
9. Relationship Management & Business Development: Build relationships across the business and pursue new opportunities.
10. Product Development & Market Research: Identify product opportunities and conduct market analyses.

Qualifications

• 3-7 years in financial services with a focus on fixed income and client portfolio management.
• Deep understanding of fixed income markets and SMA structures.
• Experience working with HNW clients; trust and estate knowledge is a plus.
• Excellent communication and PowerPoint skills; proficiency in Excel and data analysis tools.
• Self-motivated, organized, detail-oriented, with strong analytical skills.
• Willing to travel; FINRA Series 7 and 63 licenses required.

Salary Range

The expected base salary is $80,000 - $160,000, with potential discretionary bonuses.

Benefits

Goldman Sachs offers comprehensive benefits, including healthcare, retirement plans, wellness programs, on-site health centers, fitness reimbursements, child care, and family care services. For more details, see the full benefits overview.