Asset & Wealth Management, Fundamental Equities, Client Portfolio Management, Analyst

4 hours ago

Salt Lake City, UT, United States Goldman Sachs Full time
Job Description

About Goldman Sachs

A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Role Overview

Fundamental Equity takes an active approach to investing by aiming to identify companies that they believe will create long-term value. The approach is based on understanding and anticipating change through forward-looking, company-specific research. Fundamental Equity is seeking to add a highly motivated professional to its Client Portfolio Management team. Client Portfolio Management (CPM) is responsible for communicating the investment philosophy, process, product positioning and current market trends to clients and each of the key distribution channels globally. The Client Portfolio Manager will work with senior professionals on the Fundamental Equity team and throughout the organization to drive product initiatives, sales, and demand for Fundamental Equity products across Institutional and Retail clients.

Key Responsibilities:
  • Serve as a product management generalist across the Fundamental Equity platform
  • Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
  • Learn and communicate the Fundamental Equity Teams' investment philosophy, process, product positioning and current market trends to internal and external clients
  • Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
  • Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
  • Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds.
  • Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
  • Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership
Qualifications:
  • 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
  • Strong analytical and interpersonal skills
  • Excellent communication skills, both written and verbal
  • Must be detail oriented, motivated, and hard working
  • Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
  • FactSet and/or Bloomberg experience is a plus


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., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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