Asset & Wealth Management, Multi-Asset Solutions: Model Portfolios - Client Portfolio Manager

OUR IMPACT

Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investment objectives for clients. These solutions bring together state-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary research and analytics conducted by the MAS team. With investment professionals across the globe, MAS invests or advises on assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, family offices, RIAs and other wealth advisors.

We are seeking an Associate to serve as a Client Portfolio Manager (CPM) to support the Goldman Sachs US Multi-Asset Solutions (MAS) model portfolio business. The models CPM will support the creation and delivery of model portfolio insights to our financial advisor clients. The individual will produce multi-asset investment content, portfolio thought leadership, and portfolio related collateral designed to promote our models within the Financial Advisor ecosystem as well as support the models specialist sales team in the field.

This is a role that is client facing and combines expertise in investments, the retail asset management industry, and business commerciality in a high-growth, high-visibility area of the firm.

• Support the delivery of portfolio construction expertise, education, and market insights through the production of GS Multi-Asset Solution Models
• Collaborate with portfolio managers, internal research teams, and sales and marketing to create thought leadership for impactful client engagement and advisor events (webinars, conferences)
• Produce portfolio content geared toward the Financial Advisors community and work on commercial narratives for the sales team including portfolio & model specialists and wholesalers
• Work closely with the senior CPMs and research team to create timely market driven content around major market or macroeconomic events (Desk Notes, CIO Notes)
• Keep abreast of industry research and communicate findings to proactively stay ahead of major trends in the model’s industry
• Work cross-divisionally with sales, research, and other investment centers to drive forward major models initiatives across investments, marketing, sales, and technology

• Drive commercial outcomes through client engagement, including client calls/meetings and creating and delivering client proposals (i.e. for custom models)
• Serve as product expert and point-of-contact on GSAM custom models to clients and when working with our sales partners in the field
• Work closely with GSAM research teams, portfolio managers, and the models specialist sales team to prepare model portfolio marketing materials (trade alerts, quarterly commentaries, CIO notes, market driven content)
• Work with investment teams to identify new product development opportunities in the context of rapidly evolving industry trends
• Conduct competitive analyses, peer group analyses and overall market research and keep senior leadership apprised of notable developments

• Work with distribution channels, senior MAS portfolio managers, and portfolio consultants to drive business opportunities from pitching our capabilities to coordinating model delivery and content strategy
• Serve as a GS Models expert by delivering Portfolio Construction expertise, education, and market insights through the presentation of GS Multi Asset Solution Models content in client meetings and other events

• Minimum Bachelor’s degree (U.S. or equivalent), CFA strongly preferred, minimum of 5 years of relevant experience
• Intermediary / Retail Asset Management / Models experience a must
• Experience crafting model portfolio marketing narratives for a retail FA audience strongly preferred
• Series 7 and Series 63 licenses are required (or will be sponsored by the firm if not already completed)
• Investment credibility through…