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Job Details

Goldman Sachs logo
Bulge Bracket Investment Banks

Asset & Wealth Management, Fundamental Equities, Client Portfolio Management, Analyst

at Goldman Sachs

ExperiencedNo visa sponsorship

Posted 16 days ago

No clicks

Join Goldman Sachs Asset Management's Fundamental Equity Client Portfolio Management team as an Associate in Salt Lake City. You will act as a product management generalist—developing and maintaining product materials, preparing client reports, communicating the investment philosophy and market outlook, and coordinating distribution efforts across channels. The role involves fielding client questions, assisting with RFPs and ad-hoc projects, and requires strong analytical and communication skills with 1+ years of relevant equity or product/client management experience.

Compensation
Not specified

Currency: Not specified

City
Salt Lake City
Country
United States

Full Job Description

Asset & Wealth Management, Fundamental Equities, Client Portfolio Management, AnalystSalt Lake City, Utah, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Salt Lake City
JOB FUNCTIONInternal Product Specialists
DIVISIONAsset & Wealth Management

About Goldman Sachs

A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

 

Role Overview

Fundamental Equity takes an active approach to investing by aiming to identify companies that they believe will create long-term value. The approach is based on understanding and anticipating change through forward-looking, company-specific research. Fundamental Equity is seeking to add a highly motivated professional to its Client Portfolio Management team. Client Portfolio Management (CPM) is responsible for communicating the investment philosophy, process, product positioning and current market trends to clients and each of the key distribution channels globally. The Client Portfolio Manager will work with senior professionals on the Fundamental Equity team and throughout the organization to drive product initiatives, sales, and demand for Fundamental Equity products across Institutional and Retail clients.

 

Key Responsibilities:

  • Serve as a product management generalist across the Fundamental Equity platform
  • Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
  • Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
  • Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
  • Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
  • Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds.
  • Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
  • Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership

 

Qualifications:

  • 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background 
  • Strong analytical and interpersonal skills
  • Excellent communication skills, both written and verbal
  • Must be detail oriented, motivated, and hard working
  • Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
  • FactSet and/or Bloomberg experience is a plus

 

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
 
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
We Offer Best-In-Class Benefits
Goldman Sachs Benefits
Healthcare & Medical Insurance
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.

Job Details

Goldman Sachs logo
Bulge Bracket Investment Banks

16 days ago

clicks

Asset & Wealth Management, Fundamental Equities, Client Portfolio Management, Analyst

at Goldman Sachs

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Salt Lake City

Country: United States

Join Goldman Sachs Asset Management's Fundamental Equity Client Portfolio Management team as an Associate in Salt Lake City. You will act as a product management generalist—developing and maintaining product materials, preparing client reports, communicating the investment philosophy and market outlook, and coordinating distribution efforts across channels. The role involves fielding client questions, assisting with RFPs and ad-hoc projects, and requires strong analytical and communication skills with 1+ years of relevant equity or product/client management experience.

Full Job Description

Asset & Wealth Management, Fundamental Equities, Client Portfolio Management, AnalystSalt Lake City, Utah, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Salt Lake City
JOB FUNCTIONInternal Product Specialists
DIVISIONAsset & Wealth Management

About Goldman Sachs

A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

 

Role Overview

Fundamental Equity takes an active approach to investing by aiming to identify companies that they believe will create long-term value. The approach is based on understanding and anticipating change through forward-looking, company-specific research. Fundamental Equity is seeking to add a highly motivated professional to its Client Portfolio Management team. Client Portfolio Management (CPM) is responsible for communicating the investment philosophy, process, product positioning and current market trends to clients and each of the key distribution channels globally. The Client Portfolio Manager will work with senior professionals on the Fundamental Equity team and throughout the organization to drive product initiatives, sales, and demand for Fundamental Equity products across Institutional and Retail clients.

 

Key Responsibilities:

  • Serve as a product management generalist across the Fundamental Equity platform
  • Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
  • Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
  • Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
  • Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
  • Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds.
  • Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
  • Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership

 

Qualifications:

  • 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background 
  • Strong analytical and interpersonal skills
  • Excellent communication skills, both written and verbal
  • Must be detail oriented, motivated, and hard working
  • Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
  • FactSet and/or Bloomberg experience is a plus

 

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
 
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
We Offer Best-In-Class Benefits
Goldman Sachs Benefits
Healthcare & Medical Insurance
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.