Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Associate - New York New Yor[...]

Goldman Sachs Bank AG; New York (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

Join a dynamic team at a leading global investment firm focused on asset and wealth management. This role offers the chance to engage in data-driven portfolio management strategies, collaborating with talented professionals across various investment domains. You'll be responsible for fund modeling, strategic analysis, and presenting insights to senior management. With a strong commitment to diversity and inclusion, this opportunity not only allows you to grow professionally but also empowers you to contribute to sustainable success for clients worldwide. If you're passionate about finance and eager to make an impact, this is the perfect role for you.

Benefits

Healthcare & Medical Insurance

Generous Vacation Policies

Financial Wellness Programs

On-site Fitness Centers

Child Care Services

Qualifications

• 4+ years of experience in a financial services setting.
• Desire and ability to perform financial and valuation analysis.

Responsibilities

• Conduct fund modeling to drive portfolio construction.
• Present portfolio analysis and recommendations to senior management.

Skills

Financial Modeling

Analytical Skills

Communication Skills

Time Management

Problem-Solving

Excel

PowerPoint

Education

Bachelor's Degree in Finance or related field

Job description

Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Associate - New York location_on New York, New York, United States

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 $3.14 trillion in assets under supervision globally1, 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 the 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 Portfolio Management team seeks to optimize performance objectives and appropriately manage risk through consistent data-driven decision making for a variety of open-ended alternative investment strategies, including private equity, private credit, infrastructure and real estate. The Portfolio Management team partners with investment teams, capital markets, engineering and investor relations to achieve superior outcomes for AWM's clients.

Key Responsibilities and Activities:
•Conduct fund modeling to drive portfolio construction, leverage and liquidity strategy
•Assist with deal allocation for funds with overlapping mandates
•Present portfolio analysis and data-driven recommendations to senior management through written and oral presentations
•Manage a series of open-ended alternative investment funds and related investment vehicles
•Monitor hard and soft constraints at the fund level (including side letter terms, tax rules)
•Assist with the development and recommendation of dividend policy (as applicable)
•Monitor and analyze industry trends to assist with strategic decisions
•Assist with leading and coordination of board meetings and related materials
•Research and prepare ad-hoc strategic analyses
•Collaborate and coordinate with investing, debt capital market and asset management teams on transaction timing and impact

Skillset Required:
•4+ years of experience in a financial services setting
•Strong analytical orientation; prior financial modeling experience preferred
•Desire and ability to perform financial and valuation analysis
•Strong communication (verbal and written), multi-tasking and time management skills
•Strong judgment and problem-solving skills
•Ability to work independently in a small team, exhibit initiative and be proactive
•Collaborative team player
•Strong Excel and PowerPoint skills

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 at GS.com/careers.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Salary Range
The expected base salary for this New York, New York, United States-based position is $100000-$160000. 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 .

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.