The Goldman Sachs Group, Inc

Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President

The Goldman Sachs Group, Inc$125K — $290K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant work experience
  • Experience in a client-facing role with financial advisors and high-net-worth clients
  • Strong financial, statistical, and investment knowledge
  • Excellent technical and quantitative skills
  • Outstanding attention to detail
  • Strong familiarity with various investment structures and instruments
  • Proactive, organized, and results-driven

Responsibilities

  • Learn QES investment strategies and portfolio management approach
  • Drive commercial outcomes through active client engagement
  • Serve as a product expert on QES investment strategies for clients
  • Create and deliver custom client proposals tailored to individual goals
  • Educate internal and external groups on investment products and capabilities
  • Partner with portfolio management to design new investment products
  • Conduct market research and competitive analyses

Benefits

  • Comprehensive health and wellness offerings
  • Strong overall employee experience
  • Competitive benefits package available to part-time and full-time employees
  • Focus on work-life balance and employee well-being
Full Job Description
Job Description

Overview:

Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 65,000+ customized portfolios and a range of fund solutions. The QES team delivers bespoke investment solutions to High Net Worth, Institutional and Retail clients. As a focal point for one of the division's key priority initiatives, the team operates in an entrepreneurial environment but with the resources of a large organization. A core focus for the team is designing cutting-edge investment strategies and that are capable of transforming the asset management industry. We design and employ highly scalable portfolio management systems to create equity-based strategies including customized direct indexing separate accounts, derivative income ETFs, and exchanges funds. Our solutions are designed to meet individual client objectives such as tax advantaged investing, income, management of wealth concentration and values alignment.

Our team of client portfolio managers works closely with portfolios managers, financial advisors, salespeople, and end investors to understand client needs and design custom investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy, develop thought leadership and marketing materials, and establish and execute on business strategy. Responsibilities also include collaborating on new investment strategies and digital tools we are developing. Our team is energized by leveraging technology to create scale and customization across our entire business and deliver an excellent client experience with industry leading investment solutions and performance. Our team operates in a fast-paced environment that welcomes individuals who have a background and demonstrated interest in portfolio management and client collaboration to drive progress.

Job Responsibilities:
  • Learn and understand QES investment strategies and portfolio management approach
  • Drive commercial outcomes through client engagement, including client meetings and presenting at conferences
  • Serve as a product expert on QES investment strategies to both internal and external clients of the Division and Firm
  • Create and deliver custom client proposals that use our investment products individually or combination to meet individual investor goals
  • Serve as point of contact for Sales, Advisor and Client questions
  • Educate internal and external groups on focused products and investment capabilities
  • Partner with portfolio management team to identify and design new products
  • Conduct competitive analyses, peer group analyses and overall market research
  • Create thought leadership and content on investment capabilities and industry landscape in collaboration with portfolio managers, salespeople, and marketing
  • Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral

Qualifications:
  • 5+ years of relevant work experience
  • Experience in a client facing role working with financial advisors and HNW clients
  • Strong financial, statistical and investment knowledge and interest
  • Excellent technical and quantitative skills
  • Excellent verbal, presentation and written communication skills
  • Strong industry knowledge and commercial instinct
  • Strong familiarity with various investment structures and instruments including separate accounts, ETFs, and/or options
  • Outstanding attention to detail
  • Thrives in a team-oriented and collaborative environment
  • Proactive, organized and results driven
  • Strong PowerPoint and Excel skills
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Creativity and problem-solving skills
  • Willingness to travel for client engagement opportunities


Salary Range
The expected base salary for this New York, New York, United States-based position is $125000-$290000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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.

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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.

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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

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