The Goldman Sachs Group, Inc

Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach

The Goldman Sachs Group, Inc$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in asset management, especially within wealth management.
  • Strong knowledge of capital markets and traditional asset classes.
  • Proficiency in AI, Excel, PowerPoint, and Morningstar Direct.
  • Demonstrated ability to communicate complex investment strategies clearly.
  • Experience with client interaction in financial services.

Responsibilities

  • Support Goldman Sachs' Private Wealth Management and Ayco businesses.
  • Attend and facilitate meetings with clients to discuss market views and strategies.
  • Provide detailed portfolio performance information to advisors and stakeholders.
  • Assist with onboarding new strategies for wealth management services.
  • Communicate investment outlooks and portfolio positioning for mutual funds.
  • Build and maintain relationships with regional wholesaling partners and clients.
  • Collaborate with the Client Portfolio Solutions team on analytical projects and marketing materials.

Benefits

  • Opportunities for professional development and continuing education.
  • Access to a robust network of financial professionals.
  • Work in a collaborative environment with industry leaders.
  • Exposure to diverse investment products and strategies.
Full Job Description
Job Description

Asset & Wealth Management

  • 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 (one is GSAM's largest mutual fund) offered to US Wealth clients
  • 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
  • Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct in order to produce recurring materials (RFPs/DDQs, active management review, etc.)
  • Strong interest in capital markets, asset management, and understanding of traditional asset classes

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.

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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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