Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate

Goldman Sachs Group, Inc.; Northern, New York (KY, NY); Hybrid; USD 100,000 - 170,000; Full time

Job summary

Goldman Sachs is seeking an Associate Client Portfolio Manager in New York to join the Quantitative Equity Solutions team within Asset & Wealth Management. You will develop subject matter expertise on QES strategies, prepare client-specific proposals, and collaborate with portfolio managers, sales, and clients to tailor investment solutions.

The role emphasizes education on investment strategies, thought leadership, marketing materials, and delivering a high-quality client experience in a

Qualifications

• Quantitative orientation with strong financial, statistical and investment knowledge
• Excellent verbal, presentation and written communication skills
• Strong interest in financial markets/investment management with client engagement
• Able to multi-task and work in a fast-paced environment under pressure
• Thrives in a team-oriented, collaborative setting
• Attention to detail and organized, deadline-driven
• Experience with quantitative techniques and investment strategies preferred
• Proficiency with PowerPoint and Excel
• Programming background in C/C++, Java, Python, R, or Matlab is a plus

Responsibilities

• Develop subject matter expertise of QES investment strategies and portfolio management approach
• Serve as a product expert on QES strategies to internal and external clients and provide support to senior team members
• Communicate with sales personnel, financial advisors and clients to understand goals and educate on investment solutions
• Create client-specific proposals and analysis tailored to individual investors
• Collaborate with teams across the division to drive commercial success
• Support advisors, salespeople, and clients to understand account lifecycle events and provide performance commentary
• Develop relationships with portfolio managers, strategists and engineers to gain insight into investment process
• Collaborate with investment team, sales and marketing to create marketing collateral and determine delivery vehicles
• Proactively develop solutions, materials, research, and projects for internal and external clients
• Update marketing materials on a quarterly basis
• Balance multiple projects in a fast-paced environment while delivering high-quality work

Skills

Quantitative orientation

Financial knowledge

Investment knowledge

Verbal and written communication

Client education skills

Multi-tasking in fast pace

Team collaboration

Attention to detail

Quantitative methods

Programming basics (C/C++, Python, R,/

PowerPoint skills

Excel skills

Job description

Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate

New York, NY, United States

Job Description

Team Overview

Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 70,000+ 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 creating disruptive digital tools and designing cutting-edge investment strategies 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 portfolio managers, and engages with sales personnel, financial advisors and clients with the goal of understanding client investment goals, and helping clients implement appropriate investment solutions. As subject matter experts on QES strategies, client portfolio managers are expected to provide education on investment strategies, develop thought leadership and marketing materials, and develop and implement 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:

• Develop subject matter expertise of 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 the Firm and provide support to senior team members
• Communicate effectively with sales personnel, financial advisors and clients to develop an understanding clients’ goals and provide education of investment solutions
• Create client-specific proposals and analysis tailored to address the unique needs of individual investors
• Collaborate with teams across the division to drive the commercial success of the business
• Support advisors, salespeople, and clients to understand account lifecycle events and prepare account performance commentary
• Develop strong working relationships across our business, working closely with portfolio managers, strategists and engineers to gain insight into our investment process
• Navigate and build relationships across the division to drive improvements to our clients' investment experience by working with compliance, legal, controllers, operations, and more
• Collaborate with our investment team, sales and marketing to create marketing collateral and determine best vehicle for delivery (webinar, blog posts, white paper, etc.)
• Take the initiative to develop solutions, materials, research, and projects independently for both internal and external clients
• Help update marketing materials on a quarterly basis
• Thrive in a fast-paced environment, balancing multiple projects in parallel while delivering high quality work

Qualifications:

• Quantitative orientation; Strong financial, statistical and investment knowledge and interest
• Excellent verbal, presentation and written communication skills
• Strong interest in financial markets/ investment management, paired with a strong desire to engage with clients
• Strong multi-tasking skills, ability to work in a fast-paced environment and think clearly under pressure
• Thrives in a team-oriented and collaborative environment
• Outstanding attention to detail
• Experience and background with quantitative techniques and investment strategies would be preferable
• Organized and deadline driven
• Strong PowerPoint and Excel skills
• Ability to work in a fast-paced environment and think clearly under pressure
• Creativity and problem-solving skills
• 1-4 years of relevant work experience
• Computer programming background or experience is ideal (experience with a programming language such as C / C++, Java, Python, R, and/or Matlab)

Salary Range
The expected base salary for this New York, NY, United States-based position is $100000-$170000. 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 availableto active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Job Info

• Job Identification 176910
• Job Category Associate
• Locations New York, NY, United States

Healthcare & Medical Services

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

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

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).

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

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