VP, Fundamental Equity - Client Portfolio Management

Goldman Sachs; New York (NY); On-site; USD 125,000 - 290,000; Full time

Job summary

Goldman Sachs is seeking a seasoned client portfolio manager for its Fundamental Equity team in New York. The role focuses on US large/mid cap and thematic strategies, requiring close collaboration with portfolios, sales, and clients to design investment solutions and drive capital raising.

You will develop client-focused proposals, deliver market insights, and guide product strategy while collaborating with analysts, researchers, and marketing.

Qualifications

• 10+ years of relevant work experience.
• Experience in a client facing role with institutional clients, financial advisors and HNW clients.
• Strong financial, statistical and investment knowledge and interest.
• Excellent technical skills.
• Excellent verbal, presentation and written communication skills.
• Strong familiarity with investment structures and instruments including separate accounts, ETFs.
• Outstanding attention to detail.
• Thrives in a team-oriented environment.
• Proactive and results driven.
• Willingness to travel for client engagement opportunities.

Responsibilities

• Learn and understand Fundamental Equity investment strategies and portfolio management approach with focus on US large/mid cap and thematic strategies.
• Drive commercial outcomes through client engagement, including client meetings and presenting at conferences.
• Serve as a product expert on Fundamental Equity investment strategies to internal and external clients.
• Create and deliver client proposals/presentations.
• Serve as point of contact for sales, advisor and client questions.
• Educate internal and external groups on focus products and capabilities.
• Partner with portfolio management to identify and design new products.
• Create thought leadership and market context content with cross-functional teams.
• Conduct market analyses and research to support strategy and marketing.
• Develop relationships with investment teams to gain insights for marketing collateral.
• Manage a team of analysts and associates to develop talent.

Skills

Client relationship management

Financial knowledge

Investment knowledge

Analytical skills

Verbal/presentation skills

Written communication

Industry knowledge

Team collaboration

Proactivity

Travel willingness

Tools

PowerPoint

Excel

Job description

Goldman Sachs is seeking a seasoned client portfolio manager for its Fundamental Equity team in New York. The role focuses on US large/mid cap and thematic strategies, requiring close collaboration with portfolios, sales, and clients to design investment solutions and drive capital raising.

You will develop client-focused proposals, deliver market insights, and guide product strategy while collaborating with analysts, researchers, and marketing.