Goldman Sachs
Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President - London
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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.
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Job Responsibilities:
- Learn and understand QES investment strategies and portfolio management approach with focus on direct indexing and tax-aware equity investing
- Drive commercial outcomes through client engagement, including meetings with private wealth advisors and end clients
- Serve as a product expert on QES investment strategies and serve as primary point of contact for advisor and client questions
- Educate advisors and clients on QES investment strategies with focus on direct indexing and tax-aware investing
- Identify and execute on strategic initiatives to maximize commercial outcomes of QES investment products
- Drive go-to-market execution for new QES investment products including tax-aware equity strategies across the UK and Europe
- Create and deliver custom client proposals that use QES investment products to meet individual investor goals
- Educate internal and external groups on focused products and investment capabilities
- Synthesize advisor and client feedback and work with QES team to develop, enhance and execute on go to market strategy for UK and Europe
- Partner with portfolio management team to identify and design new products
- Partner with digital product team to identify and design digital tools that enhance the client experience
- 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
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Qualifications:
- 5+ years of relevant work experience
- Experience in a client facing role working with financial advisors and (U)HNW clients
- Strong financial, statistical and investment knowledge and interest
- Excellent verbal, presentation and written communication skills
- Excellent technical and quantitative skills
- Strong ability to work independently with an entrepreneurial mindset
- Strong industry knowledge and commercial instinct
- Outstanding attention to detail
- Thrives in a team-oriented and collaborative environment
- Proactive, organized and results driven
- Strong PowerPoint 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
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