Do you have passion for the financial markets, the desire to work closely with clients, and the ability to think outside the box? We are seeking an Associate who can provide support in managing multiple asset class discretionary mandates.
Consumer and Wealth Management (CWM)
Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
The Portfolio Management Group (PMG) is a dedicated and experienced team that is responsible for managing multi-asset class discretionary mandates primarily for institutional clients. This team brings together the independent investment advice of the Investment Strategy Group (ISG), a rigorous investment process and a broad range of implementation options, enabling them to construct risk-focused portfolios designed especially for each client’s unique considerations.
PMG is seeking an Associate who can provide portfolio/relationship management support to Private Wealth Management (PWM) teams by focusing on client service, serving as a key liaison to Private Wealth and Institutional Advisors, and assisting in managing the investment process. The individual will be a main point of contact for PWM teams with respect to supporting new business solicitations, liaising with legal in supporting the negotiation of investment management agreements, and managing general on-going client portfolio needs. Portfolio management responsibilities will include rebalancing and trading support, creation/management of marketing materials, on-going / ad hoc reporting and investment analysis requests, and other client support functions.
HOW YOU WILL FULFILL YOUR POTENTIAL
WHERE WILL YOU MAKE AN IMPACT
The US Portfolio Management Group business covers clients located throughout the United States.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
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