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. Operating in an entrepreneurial environment with the resources of a large organization, the team focuses on creating disruptive digital tools and designing cutting-edge investment strategies. They design and employ highly scalable portfolio management systems to create equity-based strategies including customized direct indexing separate accounts, derivative income ETFs, and exchange funds. Solutions are designed to meet individual client objectives such as tax-advantaged investing, income, management of wealth concentration, and values alignment.

About the Role

Client portfolio managers within the QES team work closely with portfolio managers and engage with sales personnel, financial advisors, and clients to understand investment goals and help 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. Collaboration on new investment strategies and digital tools is also a key part of the role. The team leverages technology to create scale and customization and deliver an excellent client experience with industry-leading investment solutions and performance. The role operates in a fast-paced environment, welcoming individuals with a background and demonstrated interest in portfolio management and client collaboration.

Key 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, providing support to senior team members.
• Communicate effectively with sales personnel, financial advisors, and clients to understand client goals and provide education on investment solutions.
• Create client-specific proposals and analysis tailored to address unique investor needs.
• 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 with portfolio managers, strategists, and engineers to gain insight into the investment process.
• Navigate and build relationships across the division (compliance, legal, controllers, operations) to drive improvements to the client investment experience.
• Collaborate with the investment team, sales, and marketing to create marketing collateral and determine best vehicle for delivery (webinar, blog posts, white paper, etc.).
• Independently develop solutions, materials, research, and projects for internal and external clients.
• Update marketing materials on a quarterly basis.
• Balance multiple projects in parallel while delivering high-quality work in a fast-paced environment.

Requirements & Tech Stack

• 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.
• Organized and deadline-driven.
• Strong PowerPoint and Excel skills.
• Creativity and problem-solving skills.
• Computer programming background or experience is ideal (experience with a programming language such as C/C++, Java, Python, R, and/or Matlab).

Qualifications

• 1-4 years of relevant work experience.
• Experience and background with quantitative techniques and investment strategies would be preferable.