Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President location_on New York, New York, United States
Overview Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 65,000+ 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 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 exchange 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 portfolio managers, financial advisors, salespeople, and end investors to understand client needs and design custom investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy, develop thought leadership and marketing materials, and establish and execute on 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 and understand QES investment strategies and portfolio management approach
Drive commercial outcomes through client engagement, including client meetings and presenting at conferences
Serve as a product expert on QES investment strategies to both internal and external clients of the Division and Firm
Create and deliver custom client proposals that use our investment products individually or in combination to meet individual investor goals
Serve as point of contact for Sales, Advisor and Client questions
Educate internal and external groups on focused products and investment capabilities
Partner with portfolio management team to identify and design new products
Conduct competitive analyses, peer group analyses and overall market research
Create thought leadership and content on investment capabilities and industry landscape in collaboration with portfolio managers, salespeople, and marketing
Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral
Qualifications
5+ years of relevant work experience
Experience in a client facing role working with financial advisors and HNW clients
Strong financial, statistical and investment knowledge and interest
Excellent technical and quantitative skills
Excellent verbal, presentation and written communication skills
Strong industry knowledge and commercial instinct
Strong familiarity with various investment structures and instruments including separate accounts, ETFs, and/or options
Outstanding attention to detail
Thrives in a team‑oriented and collaborative environment
Proactive, organized and results driven
Strong PowerPoint and Excel skills
Ability to work in a fast‑paced environment and think clearly under pressure
Creativity and problem‑solving skills
Willingness to travel for client engagement opportunities
Salary Range The expected base salary for this New York, New York, United States-based position is $125,000-$290,000. 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.
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.
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.
#J-18808-Ljbffr
Overview Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 65,000+ 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 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 exchange 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 portfolio managers, financial advisors, salespeople, and end investors to understand client needs and design custom investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy, develop thought leadership and marketing materials, and establish and execute on 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 and understand QES investment strategies and portfolio management approach
Drive commercial outcomes through client engagement, including client meetings and presenting at conferences
Serve as a product expert on QES investment strategies to both internal and external clients of the Division and Firm
Create and deliver custom client proposals that use our investment products individually or in combination to meet individual investor goals
Serve as point of contact for Sales, Advisor and Client questions
Educate internal and external groups on focused products and investment capabilities
Partner with portfolio management team to identify and design new products
Conduct competitive analyses, peer group analyses and overall market research
Create thought leadership and content on investment capabilities and industry landscape in collaboration with portfolio managers, salespeople, and marketing
Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral
Qualifications
5+ years of relevant work experience
Experience in a client facing role working with financial advisors and HNW clients
Strong financial, statistical and investment knowledge and interest
Excellent technical and quantitative skills
Excellent verbal, presentation and written communication skills
Strong industry knowledge and commercial instinct
Strong familiarity with various investment structures and instruments including separate accounts, ETFs, and/or options
Outstanding attention to detail
Thrives in a team‑oriented and collaborative environment
Proactive, organized and results driven
Strong PowerPoint and Excel skills
Ability to work in a fast‑paced environment and think clearly under pressure
Creativity and problem‑solving skills
Willingness to travel for client engagement opportunities
Salary Range The expected base salary for this New York, New York, United States-based position is $125,000-$290,000. 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.
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.
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.
#J-18808-Ljbffr