The Goldman Sachs Group, Inc

Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate

The Goldman Sachs Group, Inc$100K — $170K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Quantitative orientation with strong financial and investment acumen
  • Excellent verbal and written communication skills
  • Ability to handle multiple tasks efficiently in a fast-paced environment
  • Strong interest in financial markets and investment strategies
  • Outstanding attention to detail and organizational skills
  • 1-4 years of relevant experience in finance or asset management
  • Computer programming experience in languages like Python or Java is a plus

Responsibilities

  • Understand and engage with QES investment strategies and portfolio management
  • Serve as a product expert, supporting internal and external clients
  • Create customized proposals addressing specific client needs
  • Collaborate across teams to enhance business success
  • Assist in preparing account performance commentary for advisors and clients
  • Build relationships within the firm to improve client investment experiences
  • Develop marketing materials and determine optimal delivery methods

Benefits

  • Comprehensive and competitive employee benefits
  • Wellness offerings integral to employee experience
  • Available for all active, part-time and full-time employees working at least 20 hours per week
Full Job Description
Job Description

Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $190BN across 48,000+ 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 creating disruptive digital tools and designing cutting-edge investment strategies 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, salespeople, financial advisors and clients to understand client needs and find and help implement appropriate solutions, provide industry and strategy education and subject matter expertise, develop thought leadership and marketing materials, and develop and implement 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 about and understand QES investment strategies and portfolio management approach
  • Serve as a product expert on QES investment strategies to both internal and external clients of the Division and the Firm and provide support to senior team members
  • Create client-specific proposals and analysis tailored to address the unique needs of individual investors
  • Collaborate with teams across the division to drive the commercial success of the business
  • Support advisors, salespeople, and clients to understand account lifecycle events and prepare account performance commentary
  • Develop strong working relationships across our business, working closely with portfolio managers, strategists and engineers to gain insight into our investment process
  • Navigate and build relationships across the division to drive improvements to our clients' investment experience by working with compliance, legal, controllers, operations, and more
  • Collaborate with our investment team, sales and marketing to create marketing collateral and determine best vehicle for delivery (webinar, blog posts, white paper, etc.)
  • Take the initiative to develop solutions, materials, research, and projects independently for both internal and external clients
  • Help update marketing materials on a quarterly basis
  • Thrive in a fast-paced environment, balancing multiple projects in parallel while delivering high quality work
  • Educate internal and external groups on focused products

Qualifications:
  • Quantitative orientation; Strong financial, statistical and investment knowledge and interest
  • Excellent verbal, presentation and written communication skills
  • Strong multi-tasking skills, ability to work in a fast-paced environment and think clearly under pressure
  • Thrives in a team-oriented and collaborative environment
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Outstanding attention to detail
  • Experience and background with quantitative techniques and investment strategies would be preferable
  • Organized and deadline driven
  • Strong PowerPoint and Excel skills
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Creativity and problem-solving skills
  • 1-4 years of relevant work experience
  • Computer programming background or experience is ideal (experience with a programming language such as C / C++, Java, Python, R, and/or Matlab)

Salary Range
The expected base salary for this New York, NY, United States-based position is $100000-$170000. 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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