CIMD, GSAM, Americas Client Business, Client Portfolio Analyst – Stable Value (Burlington, VT)

Location(s) US-VT-Burlington
Job ID
2020-66405
Schedule Type
Full Time
Level
Analyst
Function(s)
Investment Management
Region
Americas
Division
Consumer and Investment Management Division
Business Unit
Stable Value
Employment Type
Employee

MORE ABOUT THIS JOB

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets and investing?  Do you have a desire to be part of a team that focuses on quantitative portfolio management and research?  We are seeking an Analyst/Associate who has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

  

OUR IMPACT

CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)

The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

 

GSAM

Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies.  We help our clients navigate today’s dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.

 

The Stable Value Team manages existing stable value client relationships, including engaging with their investment consultants, and develops new stable value business opportunities primarily for U.S. defined contribution plans. These plans are retirement savings vehicles for employees of corporations and government entities (i.e. 401(k) and 457 plans). There are currently four Client Portfolio Managers (CPMs) and one Client Portfolio Associate (CPA) in the ACB Stable Value business who meet regularly with prospects and investment consultants to develop new business opportunities and also serve as the primary contacts for their respective stable value clients.  Each CPM/CPA is responsible for coordinating, developing and delivering regular portfolio review presentations with their existing stable value clients, and working with Portfolio Managers (PMs) to ensure the client’s objectives are being met through appropriate portfolio construction.

 

RESPONSIBILITIES AND QUALIFICATIONS

JOB SUMMARY & RESPONSIBILITIES

 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Work closely with senior/junior team members to prepare investment presentations for existing client portfolio review meetings as well as materials for new business presentations
  • Build and manage an industry knowledge base on the defined contribution and stable value markets, while researching new business opportunities and staying current on industry publications and newspapers, client web sites, conference materials, consultant and other databases, etc.
  • Respond to informational requests from various sources including clients, prospects and consultants. These requests may include: requests for proposals (RFPs) and requests for information (RFIs), consultant requests, and client inquiries and updates
  • Work closely with senior/junior team members to manage, enhance and develop existing client relationships and ensure all client needs are met
  • Maintain client information regarding contacts, meeting notes and opportunities utilizing Salesforce
  • Coordinate routine updates of quarterly presentations and marketing materials that may include the following:
    • Stable Value Sales Guide
    • GSAM Stable Value Update Presentation
    • Stable Value 101 Presentation
    • Goldman Sachs Stable Value Collective Trust Fund Fact Sheet and Presentation
    • eVestment Universe Charts
  • Coordinate submission of all RUBI (internal compliance approval system) for ACB Stable Value materials (investment review books, new business presentations, RFPs, and other marketing materials)
  • Conduct ad hoc marketing and sales efforts for Stable Value Team
  • Coordinate with key stakeholders across CIMD including Portfolio Managers, Operations, Compliance, Legal, Technology and Product Managers with a common goal of ensuring clients’ needs are met

 QUALIFICATIONS

 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Undergraduate degree (business of finance related studies preferred)
  • 0 -3 years of work experience at an asset management firm or other financial services organization
  • Basic knowledge of, and passion for, the asset management business and in particular the fixed income asset class
  • Strong proficiency in MS Office (Outlook, Excel, PowerPoint, and Word)
  • Highly organized with exceptional attention to detail
  • Positive attitude and strong work ethic
  • Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialogue and interactions, and collaborate well with others to meet client needs
  • Strong written and oral communication skills
  • Ability to work well in a fast-paced team environment, including with colleagues based in different regional offices
  • FINRA Series 7 and 63 licenses (must obtain within the first 3 months)

 

ABOUT GOLDMAN SACHS

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html



© The Goldman Sachs Group, Inc., 2020. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity