Wealth Management Portfolio Strategist

The Goldman Sachs Group; West Palm Beach (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Goldman Sachs Asset & Wealth Management seeks a driven portfolio solutions professional to support PWM, Ayco, and TPW in West Palm Beach. You will participate in client meetings, discuss market views, and provide performance analysis and strategic insights.

The role emphasizes on strong communication, collaboration with XIG teams, and ongoing onboarding of new strategies for U.S. Private Wealth Management and Ayco.

Qualifications

• Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct for producing recurring materials (RFPs, DDQs, and reviews).
• Strong interest in capital markets and asset management; understanding of traditional asset classes.

Responsibilities

• Role will support the Goldman Sachs US Wealth businesses - Private Wealth Management (PWM), Ayco and Third Party Wealth (TPW)
• Support and attend internal and external client meetings to discuss XIG public market views and platform offerings via in-person or Zoom client meetings, calls or portfolio reviews
• Provide detailed information on strategy performance, positioning and active management themes to US PWM and Ayco advisors and key PWM stakeholder groups
• Assist in the new strategy onboarding process for US Private Wealth Management and Ayco
• Key role in the communication of investment outlook and detailed portfolio positioning for two GSAM mutual funds with external sub-advisors
• Establish, maintain, and grow relationships with TPW regional wholesaling partners and clients
• Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of marketing materials, portfolio construction analysis and strategic initiatives
• Exhibit strong verbal and written communication skills

Skills

Verbal communication

Written communication

Strategic thinking

Tools

AI

Excel

PowerPoint

Morningstar Direct

Job description

Goldman Sachs Asset & Wealth Management seeks a driven portfolio solutions professional to support PWM, Ayco, and TPW in West Palm Beach. You will participate in client meetings, discuss market views, and provide performance analysis and strategic insights.

The role emphasizes on strong communication, collaboration with XIG teams, and ongoing onboarding of new strategies for U.S. Private Wealth Management and Ayco.