OCIO Client Portfolio Manager Associate

Socket.dev; New York (NY); On-site; USD 125,000 - 290,000; Full time

Job summary

Goldman Sachs Asset & Wealth Management in New York seeks a detail‑driven professional to support its MAS outsourced CIO initiatives and client engagement. You will assist in manager due diligence, advise on external managers, and help build client materials and investment analyses.

Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct will enable you to deliver recurring client reports, asset class insights, and effective investment recommendations.

Responsibilities

• Oversee due diligence processes and selection of external investment managers for MAS client portfolios.
• Educate and advise clients on external investment manager strategies including equity, fixed income and real assets.
• Support creation of client materials, committee reviews, proposals, and investment analyses.
• Manage client relationships, respond to ad-hoc investment needs and inquiries.
• Coordinate with investment teams and platform management to enhance client service and efficiency.
• Prepare and present insights on manager selection, portfolio construction, performance and risk.

Skills

AI

Excel

PowerPoint

Tools

Morningstar Direct

Job description

Goldman Sachs Asset & Wealth Management in New York seeks a detail‑driven professional to support its MAS outsourced CIO initiatives and client engagement. You will assist in manager due diligence, advise on external managers, and help build client materials and investment analyses.

Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct will enable you to deliver recurring client reports, asset class insights, and effective investment recommendations.