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

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 2 days ago

No clicks

**Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate** - **About the Role:** Manage client-specific portfolios and act as a product expert on QES investment strategies. - **Key Responsibilities:** Serve as a product specialist, create client proposals, collaborate cross-functionally, help update marketing materials, and thrive in a fast-paced environment. - **Required Skills:** Quantitative orientation, strong communication, multitasking, teamwork, investment knowledge, attention to detail, and programming experience (C/C++, Java, Python, R, Matlab). - **Experience:** 1-4 years of relevant work experience. - **Location:** New York, NY, United States. - **Seniority Level:** Associate.

Compensation
$100,000 – $170,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, AssociateNew York, NY, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)New York
JOB FUNCTIONInternal Product Specialists
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 100,000 - 170,000

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.

We Offer Best-In-Class Benefits
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
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
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
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
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
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
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

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

Compensation

$100,000 – $170,000 USD

City: New York City

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

2 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate** - **About the Role:** Manage client-specific portfolios and act as a product expert on QES investment strategies. - **Key Responsibilities:** Serve as a product specialist, create client proposals, collaborate cross-functionally, help update marketing materials, and thrive in a fast-paced environment. - **Required Skills:** Quantitative orientation, strong communication, multitasking, teamwork, investment knowledge, attention to detail, and programming experience (C/C++, Java, Python, R, Matlab). - **Experience:** 1-4 years of relevant work experience. - **Location:** New York, NY, United States. - **Seniority Level:** Associate.

Full Job Description

Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, AssociateNew York, NY, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)New York
JOB FUNCTIONInternal Product Specialists
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 100,000 - 170,000

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.

We Offer Best-In-Class Benefits
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
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
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
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
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
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
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More