Wealth Management, Investment Strategy, Portfolio Advisory Group, San Francisco, Vice President
Apply NowCompany: The Goldman Sachs Group, Inc
Location: San Francisco, CA 94112
Description:
Job Description
YOUR IMPACT
Are you a quick-thinking self-starter with a passion for the financial markets and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members have direct visibility in Private Wealth Management as strategy/platform implementation experts and engage consistently with teams in regions of responsibility. The team is seeking a Vice President who has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and quantitative analysis are essential to maintaining and enhancing our business.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Investment Strategy Group (ISG)
The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns.
The Portfolio Advisory Group (PAG) is responsible for helping PWAs within Private Wealth Management win and retain business. PAG team members work with PWAs to help them understand the attributes and risks of different investment strategies and construct client portfolios based on strategic and tactical views of the Investment Strategy Group (ISG).
HOW YOU WILL FULFILL YOUR POTENTIAL
Participate in client and prospective client meetings with PWAs to share ISG views and discuss portfolio implementation
In addition to representing ISG, also be able to discuss the full PWM investment platform and the various potential investment solutions available to clients
Attain direct visibility in PWM as a strategy/platform implementation expert
Engage with PWA teams in regions of responsibility
Deliver thoughtful insight on ISG positioning to PWAs and to PAG in team meetings
Address specific PWA questions regarding product positioning, performance and attribution directly or using product teams as necessary
Assist PWAs in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments).
Recommend to PWAs implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints
Prepare competitive analyses on various products using Morningstar X-Ray and in-house portfolio analysis tools
SKILLS & EXPERIENCE WE'RE LOOKING FOR
Minimum of 15 years of investment experience, ideally with a focus on public equities or private equity (including buyout, growth equity and/or venture capital)
Familiarity and experience with investments in the tech sector preferrable
Strong interpersonal skills and ability to work effectively with others
Client experience
Excellent attention to detail
Demonstrable quantitative and qualitative analysis skills
Demonstrable communication skills, both spoken and written
Familiarity with investment management product offerings
SIE, Series 7 and Series 63 required (must obtain within 3 months)
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. 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.
YOUR IMPACT
Are you a quick-thinking self-starter with a passion for the financial markets and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members have direct visibility in Private Wealth Management as strategy/platform implementation experts and engage consistently with teams in regions of responsibility. The team is seeking a Vice President who has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and quantitative analysis are essential to maintaining and enhancing our business.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Investment Strategy Group (ISG)
The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns.
The Portfolio Advisory Group (PAG) is responsible for helping PWAs within Private Wealth Management win and retain business. PAG team members work with PWAs to help them understand the attributes and risks of different investment strategies and construct client portfolios based on strategic and tactical views of the Investment Strategy Group (ISG).
HOW YOU WILL FULFILL YOUR POTENTIAL
Participate in client and prospective client meetings with PWAs to share ISG views and discuss portfolio implementation
In addition to representing ISG, also be able to discuss the full PWM investment platform and the various potential investment solutions available to clients
Attain direct visibility in PWM as a strategy/platform implementation expert
Engage with PWA teams in regions of responsibility
Deliver thoughtful insight on ISG positioning to PWAs and to PAG in team meetings
Address specific PWA questions regarding product positioning, performance and attribution directly or using product teams as necessary
Assist PWAs in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments).
Recommend to PWAs implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints
Prepare competitive analyses on various products using Morningstar X-Ray and in-house portfolio analysis tools
SKILLS & EXPERIENCE WE'RE LOOKING FOR
Minimum of 15 years of investment experience, ideally with a focus on public equities or private equity (including buyout, growth equity and/or venture capital)
Familiarity and experience with investments in the tech sector preferrable
Strong interpersonal skills and ability to work effectively with others
Client experience
Excellent attention to detail
Demonstrable quantitative and qualitative analysis skills
Demonstrable communication skills, both spoken and written
Familiarity with investment management product offerings
SIE, Series 7 and Series 63 required (must obtain within 3 months)
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. 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.