Quantitative Equity Solutions Client Portfolio Manager, Vice President

Overview

Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $220BN across 60,000+ 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 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 calls and meetings
• Create and deliver custom client proposals that use our investment products individually or combination to meet individual investor goals
• Serve as a product expert on QES investment strategies to both internal and external clients of the Division and Firm
• Serve as point of contact for Sales, Advisor and Client questions
• Educate internal and external groups on focused products and investment capabilities
• Work with portfolio management team to identify product development opportunities
• Conduct competitive analyses, peer group analyses and overall market research
• Collaborate with portfolio managers, sales and marketing to create thought leadership and determine and execute best vehicle for delivery (webinar, blog posts, white paper, etc.)
• 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, specifically client facing PM
• Experience with HNW clients, trust and estate knowledge
• Strong familiarity with various investment structures and instruments including separate accounts, ETFs, and/or options
• 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
• 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 $125000-$290000. 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.

Key skills/competency

• Client Portfolio Management
• Quantitative Equity Solutions
• Investment Strategy
• High Net Worth Clients
• Financial Analysis
• Product Development
• Market Research
• Client Engagement
• PowerPoint & Excel
• Thought Leadership