Global Client Portfolio Manager – Wealth Management

Goldman Sachs; West Palm Beach (FL); On-site; USD 110,000 - 170,000; Full time

Job summary

Goldman Sachs Asset & Wealth Management is seeking to support US wealth businesses, delivering investment insights and portfolio positioning for PWM, Ayco, and TPW clients. The role emphasizes client meetings, detailed strategy performance discussions, and coordinating with sub-advisors on mutual fund positioning.

The ideal candidate will leverage Morningstar Direct along with Excel and PowerPoint to produce recurring materials, participate in onboarding new strategies, and strengthen

Qualifications

• Experience in analyzing investment strategies and market trends.
• Ability to synthesize complex information into client-ready materials.
• Strong verbal and written communication skills for internal and external audiences.
• Interest in capital markets and asset management.

Responsibilities

• Attend and support internal and external client meetings to discuss strategy, performance, and positioning.
• Provide detailed information on strategy performance and portfolio positioning to advisors and stakeholders.
• Assist in onboarding new strategies for US Private Wealth Management and Ayco.
• Communicate investment outlook and portfolio positioning for mutual funds with sub-advisors.
• Develop marketing materials and perform portfolio construction analysis in collaboration with XIG team.
• Produce recurring materials such as RFPs and DDQs.

Skills

AI knowledge

Financial market analysis

Verbal & written communication

Tools

Morningstar Direct

Excel

PowerPoint

Job description

Goldman Sachs Asset & Wealth Management is seeking to support US wealth businesses, delivering investment insights and portfolio positioning for PWM, Ayco, and TPW clients. The role emphasizes client meetings, detailed strategy performance discussions, and coordinating with sub-advisors on mutual fund positioning.

The ideal candidate will leverage Morningstar Direct along with Excel and PowerPoint to produce recurring materials, participate in onboarding new strategies, and strengthen