Asset & Wealth Management, MAS, Lead Portfolio Manager US Funds, Vice President

Goldman Sachs; New York (NY); On-site; USD 125,000 - 290,000; Full time

Job summary

Goldman Sachs is seeking a Vice President for the Multi Asset Solutions team in New York, focusing on designing and managing investment strategies for retail clients. The role requires building client relationships, strong analytical skills, and deep investment knowledge to drive robust portfolio solutions.

Qualifications

• 7+ years of investment or portfolio management experience.
• CFA charter holder preferred or pursuing.
• Ability to communicate complex market strategies.

Responsibilities

• Design and construction of multi-asset class solutions.
• Develop client relationships and communicate investment solutions.
• Conduct client training sessions on portfolio construction.

Skills

Investment Management

Portfolio Management

Client Relationship Building

Analytical Skills

Problem Solving

Communication

Detail Oriented

Education

CFA Charter

Job description

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.

OUR IMPACT

Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investment objectives and relevant constraints of clients. These solutions bring together state-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary research and analytics conducted by the MAS team. With investment professionals across the globe, MAS invests or advises on assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices.

YOUR IMPACT

We are seeking a member to join our Multi Asset Solutions (MAS) Lead Portfolio Management (LPM) team. The MAS US Funds and Models team manages approximately $50 bn in retail client assets. The team manages scalable asset allocation solutions across a range of investment vehicles; registered 40-Act Funds, Model Portfolios and separately managed accounts. We are looking for a Vice President to join the Lead Portfolio Management (LPM) team. As a member of the Lead Portfolio Management Team within MAS US Funds and Models channel , The candidate will have the responsibility for designing and constructing multi-asset class solutions and funds for US retail clients and sub-advisory relationships. This role is client-facing and highly analytical, focusing on developing and communicating customized investment solutions and asset market views to clients.. Core responsibilities include:

Core responsibilities include:

• Portfolio design, construction and oversight of client portfolios involving areas such as strategic asset allocation, investment manager / vehicle selection and oversight, risk / performance management and evaluation
• Understand and communicate MAS proprietary investment process and factor-risk budgeting, run portfolio optimizations, and research funds and ETFs for inclusion in model portfolios and fund of fund solutions.
• Develop client relationships by understanding client investment needs and proposing appropriate portfolio solutions.
• Communicate and develop materials for clients and prospects including investment-related analysis, client and prospect presentations and developing responses for client Request for Proposals (RFP)
• Work with distribution channels, senior portfolio managers and internal team to drive business opportunities
• Conduct and be involved in client training sessions to discuss portfolio construction, approach to asset allocation, markets and economy
• Content development involving client and prospect presentation books, request for proposals, and other investment-related analyses.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• 7+ years of investment or portfolio management experience, with a preference for cross-asset experience
• CFA charter holder preferred, or someone pursuing it
• Client-focused mentality with ability to communicate complex market ideas/strategies to clients of varying levels of sophistication in both large and small audiences
• Strong interest in the financial markets and a good investment sense/commercial instinct
• Highly organized individual able to manage multiple tasks in a fast-paced environment
• Intelligent, creative, and good problem-solving abilities
• A self-starter, should have ability to work independently as well as thrive in a team environment
• Detail oriented and meticulous, strong quantitative and analytical skills

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 .

About the company

The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City.

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