Asset & Wealth Management- WIS Quantitative Equity Solutions Client Portfolio Management- Associate-Bengaluru
Goldman Sachs · Posted Oct 15
Investment banking, securities, asset management, and wealth management services
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About the role
Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across more than 65,000 customized portfolios and fund solutions, delivering bespoke investment solutions to High Net Worth, Institutional and Retail clients through scalable portfolio management systems. The team builds equity-based strategies including customized direct indexing separate accounts, derivative income ETFs and exchange funds, and focuses on digital tools and cutting-edge investment strategies. This Client Portfolio Management Associate role works with portfolio managers, salespeople, financial advisors and clients to understand client needs, prepare client reports and proposals, manage due diligence and RFP/RFI materials, and support marketing collateral and new investment strategy and digital tool development.
What you will do
- Learn about and understand QES investment strategies and portfolio management approach
- Help update marketing materials on a quarterly basis
- Manage due diligence questionnaires and Request for Proposals/Information on QES investment strategies
- Prepare client reports by sourcing information from various applications to distribute accurate reports within prescribed deadlines
- Serve as a product expert on QES investment strategies to both internal and external clients of the Division and the Firm and provide support to senior team members
- Support advisors, salespeople, and clients to understand account lifecycle events and prepare account performance commentary
- Create client-specific proposals and analysis tailored to address the unique needs of individual investors
- Develop strong working relationships across our business, working closely with portfolio managers, strategists and engineers to gain insight into our investment process
- Navigate and build relationships across the division to drive improvements to our clients’ investment experience by working with compliance, legal, controllers, operations, and more
- Collaborate with our investment team, sales and marketing to create marketing collateral and determine best vehicle for delivery (webinar, blog posts, white paper, etc.)
- Take the initiative to develop solutions, materials, research, and projects independently for both internal and external clients
- Thrive in a fast-paced environment, balancing multiple projects in parallel while delivering high quality work
- Educate internal and external groups on focused products
Skills used in this role
What the employer is looking for
- Quantitative orientation; finance and statistics knowledge
- Excellent verbal, presentation and written communication skills
- 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
- Strong interest in the financial markets and good investment sense/commercial instinct
- Outstanding attention to detail
- Experience and background with quantitative techniques and investment strategies would be preferable
- 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)
Benefits and support
- Training and development opportunities
- Firmwide networks
- Wellness and personal finance offerings
- Mindfulness programs
About Goldman Sachs
The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management, and consumer banking to a diverse client base. Established in 1869 and headquartered in New York City, the firm serves corporations, financial institutions, governments, and high-net-worth individuals worldwide.
- Industry
- Investment Banking
- Company size
- 47400+ employees
- Founded
- 1869
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
President and Chief Operating Officer
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