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

Team Overview

Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 70,000+ 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 portfolio managers, and engages with sales personnel, financial advisors and clients with the goal of understanding client investment goals, and helping clients implement appropriate investment solutions. As subject matter experts on QES strategies, client portfolio managers are expected to provide education on investment strategies, 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: 

• Develop subject matter expertise of 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
• Communicate effectively with sales personnel, financial advisors and clients to develop an understanding clients’ goals and provide education of investment solutions
• 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 

Qualifications:

• Quantitative orientation; Strong financial, statistical and investment knowledge and interest
• Excellent verbal, presentation and written communication skills 
• Strong interest in financial markets/ investment management, paired with a strong desire to engage with clients
• 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
• 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)