
The Goldman Sachs Group, Inc
Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President
Overview:
Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 65,000+ 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 designing cutting-edge investment strategies and 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, financial advisors, salespeople, and end investors 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 meetings and presenting at conferences
- Serve as a product expert on QES investment strategies to both internal and external clients of the Division and Firm
- Create and deliver custom client proposals that use our investment products individually or combination to meet individual investor goals
- Serve as point of contact for Sales, Advisor and Client questions
- Educate internal and external groups on focused products and investment capabilities
- Partner with portfolio management team to identify and design new products
- Conduct competitive analyses, peer group analyses and overall market research
- Create thought leadership and content on investment capabilities and industry landscape in collaboration with portfolio managers, salespeople, and marketing
- 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
- Experience in a client facing role working with financial advisors and HNW clients
- 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
- Strong familiarity with various investment structures and instruments including separate accounts, ETFs, and/or options
- Outstanding attention to detail
- Thrives in a team-oriented and collaborative environment
- Proactive, organized and results driven
- Strong Power
Point 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.
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关于Goldman Sachs

Goldman Sachs
PublicThe Goldman Sachs Group, Inc. is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in the Battery Park City neighborhood of Manhattan in New York City, with regional offices in many international financial centers.
45,000+
员工数
Lower Manhattan
总部位置
$80B
企业估值
评价
2条评价
2.9
2条评价
工作生活平衡
2.5
薪酬
3.0
企业文化
2.0
职业发展
4.0
管理层
2.5
45%
推荐率
优点
Amazing career growth opportunities
Chill management at some locations
Work-life balance valued in certain roles
缺点
Toxic workplace culture
Codependent atmosphere
Confusing interview process
薪资范围
20,304个数据点
Junior/L3
VP
Intern
Junior/L3 · Analyst
40份报告
$58,500
年薪总额
基本工资
$45,000
股票
-
奖金
-
$54,600
$89,700
面试评价
4条评价
难度
3.5
/ 5
时长
21-35周
体验
正面 0%
中性 75%
负面 25%
面试流程
1
Application Review
2
HR Screen/HireVue
3
Recruiter Screen
4
Superday/Panel Interview
5
Final Decision
常见问题
Behavioral/STAR
Technical Knowledge
Culture Fit
Past Experience
Case Study
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