Wealth Management Portfolio Strategy Associate

Goldman Sachs, Inc.; City of Albany (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

Goldman Sachs Ayco is seeking an Associate to provide portfolio/relationship management support to Advisor teams, focusing on client service and acting as a key liaison with Investment Strategy Group, Compliance, and Technology. You will help manage multi-asset class portfolios and respond to advisor questions about the GS Wealth Services platform.

The role involves conducting quantitative research on macroeconomic themes, assisting with portfolio construction, and collaborating across product

Qualifications

• Bachelor’s degree required.
• 4–6 years related financial services experience.
• Series 7 and 63 required; CFA charter encouraged and sponsorable.

Responsibilities

• Analyze investment options and asset allocation for multi-asset class portfolios.
• Support advisor teams and act as liaison to Investment Strategy Group, Compliance, and Technology.
• Prepare research publications on macroeconomic trends and investment topics for advisors and clients.
• Assist in portfolio reviews and provide analytical support for client portfolios.

Skills

Communication skills

Financial markets knowledge

Audience presentations

Interpersonal leadership

Financial data analysis

Education

Bachelor’s degree

Tools

Excel

FactSet

Morningstar

Bloomberg

Job description

Goldman Sachs Ayco is seeking an Associate to provide portfolio/relationship management support to Advisor teams, focusing on client service and acting as a key liaison with Investment Strategy Group, Compliance, and Technology. You will help manage multi-asset class portfolios and respond to advisor questions about the GS Wealth Services platform.

The role involves conducting quantitative research on macroeconomic themes, assisting with portfolio construction, and collaborating across product