Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice Pr[...]

The Goldman Sachs Group; Dallas (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Goldman Sachs Asset Management’s Quantitative Equity Solutions (QES) team oversees over $300BN across 65,000+ customized portfolios and fund solutions. The role serves as a product expert, collaborating with portfolio managers, research and investment specialists to design solutions and develop client-focused proposals and marketing content.

The position emphasizes client engagement, education of QES capabilities, and driving progress in a fast-paced environment while supporting growth for high

Qualifications

• 5+ years of relevant work experience.
• Excellent verbal, presentation and written communication skills.
• Strong PowerPoint and Excel skills.
• Outstanding attention to detail.
• Thrives in a team-oriented and collaborative environment.
• Experience in a client facing role with financial advisors and HNW clients preferred.
• Strong financial, statistical and investment knowledge and interest.

Responsibilities

• Learn and understand QES investment strategies and portfolio management approach.
• Serve as a product expert on QES investment strategies to internal and external clients.
• Address client questions on QES investment capabilities.
• Create marketing materials, thought leadership and content about QES capabilities.
• Create custom client proposals to meet investor goals.
• Drive commercial outcomes through client engagement including client meetings.
• Conduct competitive analyses and market research.
• Develop relationships with Asset Management teams to gain investment insight for marketing collateral.

Skills

Communication

Presentation skills

Attention to detail

Team collaboration

Client facing

Tools

PowerPoint

Excel

Job description

Overview

Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 65,000+ 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 designing cutting-edge investment strategies and that are capable of transforming the asset management industry. We design and employ highly scalable portfolio management systems to create equity-based strategies including customized direct indexing separate accounts, derivative income ETFs, and exchanges funds. Our solutions are designed to meet individual client objectives such as tax advantaged investing, income, management of wealth concentration and values alignment.

Our team of client portfolio managers works closely with portfolios managers, financial advisors, sales people, and end investors to understand client needs and design custom investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy, develop thought leadership and marketing materials, and establish and execute on 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 to drive progress.

Job Responsibilities

• Learn and understand QES investment strategies and portfolio management approach
• Serve as a product expert on QES investment strategies to both internal and external clients of the Division and Firm
• Address internal and external client questions on QES investment capabilities
• Create marketing materials, thought leadership and content with a focus on education of QES investment capabilities as solutions and the broader industry landscape
• Create custom client proposals that use our investment products individually or combination to meet individual investor goals
• Drive commercial outcomes through client engagement including client meetings
• Conduct competitive analyses, peer group analyses and overall market research
• Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral

Qualifications

• 5+ years of relevant work experience
• Excellent verbal, presentation and written communication skills
• Strong PowerPoint and Excel skills
• Outstanding attention to detail
• Thrives in a team-oriented and collaborative environment
• Experience in a client facing role working with financial advisors and HNW clients preferred
• Strong financial, statistical and investment knowledge and interest
• Strong technical and quantitative skills or willingness to learnStrong industry knowledge and commercial instinct
• Strong familiarity with various investment structures and instruments including separate accounts, ETFs, and/or options
• Proactive, organized and results driven
• Ability to work in a fast-paced environment and think clearly under pressure
• Creativity, specifically in story telling and content creation
• Strong problem-solving skills