Wealth Management-Investing & Portfolio Management - Public (PMG)-Associate-Beng
Goldman Sachs Bank AG, New York, NY, United States
About Goldman Sachs
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data and design.
PMG
The Portfolio Management Group (PMG) is a multi‑asset class investing group that sits within the Private Wealth Management Division at Goldman Sachs. PMG specializes in the discretionary management of portfolios across traditional and alternative asset classes and provides outsourced CIO services to private clients as well as select institutions. The team leverages and combines the independent strategic and tactical asset allocation framework of the Investment Strategy Group (ISG) of Private Wealth Management, a rigorous investment process and an open‑architecture investment platform, to construct customized risk‑focused portfolios. Job Responsibilities
The successful candidate will be part of the PMG EMEA team, which provides discretionary portfolio management services to PWM clients. The candidate would be responsible for many day‑to‑day responsibilities associated with monitoring client portfolios and producing detailed analysis, attribution, and reporting to provide transparency into the impact of the team’s investment solutions. This role is highly analytical and detail oriented. As a Content Analyst you will own and deliver detailed investment performance reports, portfolio analytics and performance attributions for portfolio management purposes and bespoke client reporting prepare monthly/quarterly portfolio updates, marketing materials and investment proposals comprehend and effectively communicate current portfolio positioning, performance attribution, market trends and investment themes in a manner which is suitable for private clients write performance commentary on financial markets and portfolios leveraging content provided by the Investment Strategy Group as well as your own analysis maintain PMG model portfolios and PMG performance composites for monitoring, reporting and marketing purposes liaise with sales teams and other product groups to respond to ad‑hoc client queries and provide specialist product or market input to RfPs prepare and maintain portfolio and investment/fund level overviews and market analysis used for internal tracking, client reporting as well as marketing materials support the team in evaluating new managers/product on the PWM investment platform that could fit into PMG multi‑asset class portfolios by running performance screens and detailed product comparisons provide operational support to the PMG EMEA portfolio management team during the account onboarding process by
verifying account parameters, trading set‑up and portfolio construction performing trade checks and portfolio reconciliation for portfolio custodied away monitoring and processing proxy votes and corporate actions for the PMG equity SMA platform
work on intra and cross team‑related projects to enhance and improve all aspects of the PMG value proposition (e.g. portfolio / risk management, client service, reporting, marketing) Basic Qualifications
Strong academic background with master’s degree or equivalent preferred Minimum of 1‑5 years of relevant experience Experience in similar roles such as Investment Management, Investment Strategy, Manager Selection, Risk Management, Quantitative research, is preferred CFA designation or equivalent preferred Strong interest in the financial markets, good investment awareness, intermediate or advanced knowledge of asset allocation principles, investment/manager analysis and performance attribution approaches Ability to communicate investment strategies and rationales to audiences of varying levels of sophistication. Strong analytical and critical thinking skills with a keen eye for detail Excellent writing and communication skills Ability to work under pressure and meet deadlines. Enthusiastic and positive approach to problem‑solving and client service. Proficient in Excel and PowerPoint; Bloomberg, Reuters, Morningstar or financial data systems knowledge preferred. Benefits
Goldman Sachs is an equal employment/affirmative action employer. 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. Vacation
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 backup 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. Read more about the full suite of class‑leading benefits our firm has to offer.
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The Portfolio Management Group (PMG) is a multi‑asset class investing group that sits within the Private Wealth Management Division at Goldman Sachs. PMG specializes in the discretionary management of portfolios across traditional and alternative asset classes and provides outsourced CIO services to private clients as well as select institutions. The team leverages and combines the independent strategic and tactical asset allocation framework of the Investment Strategy Group (ISG) of Private Wealth Management, a rigorous investment process and an open‑architecture investment platform, to construct customized risk‑focused portfolios. Job Responsibilities
The successful candidate will be part of the PMG EMEA team, which provides discretionary portfolio management services to PWM clients. The candidate would be responsible for many day‑to‑day responsibilities associated with monitoring client portfolios and producing detailed analysis, attribution, and reporting to provide transparency into the impact of the team’s investment solutions. This role is highly analytical and detail oriented. As a Content Analyst you will own and deliver detailed investment performance reports, portfolio analytics and performance attributions for portfolio management purposes and bespoke client reporting prepare monthly/quarterly portfolio updates, marketing materials and investment proposals comprehend and effectively communicate current portfolio positioning, performance attribution, market trends and investment themes in a manner which is suitable for private clients write performance commentary on financial markets and portfolios leveraging content provided by the Investment Strategy Group as well as your own analysis maintain PMG model portfolios and PMG performance composites for monitoring, reporting and marketing purposes liaise with sales teams and other product groups to respond to ad‑hoc client queries and provide specialist product or market input to RfPs prepare and maintain portfolio and investment/fund level overviews and market analysis used for internal tracking, client reporting as well as marketing materials support the team in evaluating new managers/product on the PWM investment platform that could fit into PMG multi‑asset class portfolios by running performance screens and detailed product comparisons provide operational support to the PMG EMEA portfolio management team during the account onboarding process by
verifying account parameters, trading set‑up and portfolio construction performing trade checks and portfolio reconciliation for portfolio custodied away monitoring and processing proxy votes and corporate actions for the PMG equity SMA platform
work on intra and cross team‑related projects to enhance and improve all aspects of the PMG value proposition (e.g. portfolio / risk management, client service, reporting, marketing) Basic Qualifications
Strong academic background with master’s degree or equivalent preferred Minimum of 1‑5 years of relevant experience Experience in similar roles such as Investment Management, Investment Strategy, Manager Selection, Risk Management, Quantitative research, is preferred CFA designation or equivalent preferred Strong interest in the financial markets, good investment awareness, intermediate or advanced knowledge of asset allocation principles, investment/manager analysis and performance attribution approaches Ability to communicate investment strategies and rationales to audiences of varying levels of sophistication. Strong analytical and critical thinking skills with a keen eye for detail Excellent writing and communication skills Ability to work under pressure and meet deadlines. Enthusiastic and positive approach to problem‑solving and client service. Proficient in Excel and PowerPoint; Bloomberg, Reuters, Morningstar or financial data systems knowledge preferred. Benefits
Goldman Sachs is an equal employment/affirmative action employer. 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. Vacation
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 backup 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. Read more about the full suite of class‑leading benefits our firm has to offer.
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