Posted 12 days ago
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**Asset & Wealth Management XIG Client Portfolio Manager, Associate, West Palm Beach** - **Key Responsibilities:** - Support client meetings, calls, and portfolio reviews. - Provide strategic information on portfolio performance and positioning. - Onboard new strategies for US Private Wealth and Ayco. - Communicate investment outlook for GSAM mutual funds. - Build relationships with TPW regional wholesaling partners. - **Required Skills & Experience:** - Strong verbal and written communication skills. - Proficiency in AI, Excel, PowerPoint, and Morningstar Direct. - Interest in capital markets, asset management, and traditional asset classes. - Minimum 3 years of relevant experience. - **Key Technologies & Tools:** AI, Excel, PowerPoint, Morningstar Direct - **Seniority Level:** Associate - **Location:** West Palm Beach, FL, United States
- Compensation
- Not specified USD
- City
- West Palm Beach
- Country
- United States
Currency: $ (USD)
Full Job Description
Asset & Wealth Management
A career with Goldman Sachs Asset & Wealth Management 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, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As a 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 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 GSAMs 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
