Asset & Wealth Management, XIG Public Strategies Client Portfolio Solutions Associate/Analyst -[...]

Davita Inc.; Salt Lake City (UT); On-site; USD 70,000 - 95,000; Full time

Job summary

A leading investment management firm seeks a Client Portfolio Solutions Associate/Analyst in Salt Lake City. This role involves supporting investment strategies for ultra-high net worth clients and providing insights on external managers. Ideal candidates will have 3-5 years of relevant experience and strong analytical skills.

Benefits

Health and wellness programs

Competitive benefits package

Opportunity for professional growth

Qualifications

• 3-5 years of professional experience in asset management required.
• Specific public equity and fixed income background preferred.
• Strong interest in capital markets and asset management.

Responsibilities

• Member of Public Strategies client team focused on investment management.
• Assist PWM teams on external investment manager strategies.
• Prepare content for client presentations covering XIG platform offerings.

Skills

Analytical Skills

Communication Skills

Organizational Skills

Attention to Detail

Tools

Excel

PowerPoint

Word

Job description

XIG Public Strategies Client Portfolio Solutions Associate/Analyst (Salt Lake City)

Asset & Wealth Management

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.

Responsibilities:

• Member of Public Strategies client team focused on the External Investing Group (XIG)'s relationship with Americas Private Wealth Management (PWM) business across 15 US PWM offices; XIG oversees the due diligence process and selection of external investment managers to be utilized in PWM client portfolios for ultra-high net worth individuals, family offices or smaller institutional clients (endowments, foundations and hospitals)


• Assist in educating and advising PWM teams on 250+ external investment manager public equity, fixed income and real asset strategies, including providing insights on manager due diligence and selection, portfolio construction, performance and risk evaluation, as well as vehicle selection and fees


• Support content development for existing client and prospect presentation books, XIG Investment Committee, Request For Proposals, and other investment-related analyses


• Prepare regular quantitative and qualitative content for presentations that cover XIG public market views and platform offerings


• Develop relationships with PWM financial analysts and key PWM stakeholder groups to understand client needs


• Support the XIG CPS Public Strategies team's broader initiatives focused on enhancing client service, data efficiency, and infrastructure development

Qualifications

• 3-5 years of professional experience in the asset management industry


• Specific public equity and fixed income background and experience preferred


• Strong interest in capital markets, asset management, and understanding of traditional asset classes


• Excellent analytical, presentation, communication and interpersonal skills


• Strong organizational skills to oversee production of a high volume of quality work within tight timeframes, often including multiple simultaneous projects


• Attention to detail - proven experience of delivering high levels of accuracy


• Knowledge and understanding of Excel, PowerPoint and Word and adaptability to other software products


• Strong communication skills with ability to convey ideas in an impactful manner

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 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.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2023. All rights reserved.

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.