The Goldman Sachs Group, Inc

Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago

The Goldman Sachs Group, Inc$130K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent
  • Minimum of 5 years experience in defined contribution, retirement or digital financial planning
  • Strong writing and presentation skills
  • Excellent investment acumen and advanced quantitative proficiency
  • Advanced Excel and PowerPoint skills for bespoke analytics
  • Experience in multi-asset portfolio construction
  • Ability to manage multiple clients/projects simultaneously

Responsibilities

  • Drive evaluation, design, and enhancement of investment features for Retirement Planning and Advice
  • Monitor managed accounts landscape including trends and regulatory developments
  • Represent investment methodology discussions with clients, consultants, and advisors
  • Own methodology design for investment features and manage governance approval cycles
  • Develop client-facing methodology and investment product documentation
  • Manage project roadmaps in collaboration with project management and engineering teams
  • Analyze data to identify trends and generate insights

Benefits

  • Access to comprehensive investment management solutions
  • Opportunity to work with a global team of investment professionals
  • Engagement in innovative retirement investing strategies
  • Professional development opportunities in a leading financial institution
  • Participation in a dynamic and fast-paced work environment
Full Job Description
Job Description

Role Overview:

Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within Goldman Sachs Asset Management. It designs and develops comprehensive investment management solutions customized to meet client objectives and constraints. These solutions utilize proprietary research and multi-asset analytics. With investment professionals across the globe, MAS invests or advises on assets for some of the world's leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices.

The successful candidate would become a member of the Retirement Planning and Advice Investment Product Team- a managed accounts and advice solution for defined contribution plans and other primarily retirement asset pools - within MAS that develops personalized retirement glidepaths, portfolios and retirement income plans for individual investors based on the capabilities brought to the firm in the 2022 acquisition of NextCapital. This person will have a leadership role in developing new investment capabilities and features and overseeing our investment methodology for Retirement Planning and Advice. Additionally, the individual will also represent investment methodology and features with clients and prospects as well as consultants and advisors.

The role is highly analytical, focusing on the execution and implementation of new retirement investing features and methodology enhancements, spanning the early development phase through governance approvals and final implementation. The candidate will work closely with multiple teams including quantitative researchers, engineering, product, UX, participant engagement and project management teams. The ideal candidate is someone who has familiarity with defined contribution plans, and personalized retirement planning and investing solutions with prior responsibility in either or both a product management and/or client portfolio manager-type role.

Core responsibilities include:
  • Drive the evaluation, design, and enhancement of investment features and methodologies for Retirement Planning and Advice
  • Monitor the managed accounts landscape, including competitive positioning, industry trends, and regulatory developments
  • Represent investment team as part of broader discussions with clients, prospects, consultants, advisors and other external parties regarding Retirement Planning and Advice services
  • Ownership of methodology design for select features, including the development of governance materials and the facilitation of formal approval cycles
  • Development of client and participant-facing methodology and investment product documents
  • Project and roadmap management, in coordination with the project management and engineering teams
  • Review large amounts of data and develop observations and time series trends
  • Ad hoc requests to review investment fund exposures and portfolios
  • Review recurring investment deliverables to clients and prospects

Other required skills/experience:
  • Bachelor's degree or equivalent
  • At least 5 years of relevant experience in defined contribution, retirement or digital financial planning
  • Strong writing and presentation skills
  • Excellent investment acumen and advanced quantitative proficiency
  • Mastery of advanced Excel (including creating bespoke analytics) and PowerPoint capabilities
  • Experience with multi-asset portfolio construction
  • Experience working with multiple clients/projects simultaneously
  • Experience presenting to internal and external Investment Committees a plus
  • Strong understanding of the managed accounts landscape (e.g. competitive dynamics, fiduciary considerations, etc.) a plus
  • Experience as a product manager and/or client portfolio manager in related field a plus

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

Similar Jobs

More Jobs at The Goldman Sachs Group, Inc

More Finance & Insurance Jobs

Find similar Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago jobs: