Asset & Wealth Management- WIS Quantitative Equity Solutions Client Portfolio Management- Analyst- Bengaluru
Goldman Sachs
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 creating disruptive digital tools and designing cutting-edge investment strategies 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 investment, income, management of wealth concentration and values alignment.
Our team of client portfolio managers works closely with portfolios managers, salespeople, financial advisors and clients to understand client needs and find and help implement appropriate solutions, provide industry and strategy education and subject matter expertise, develop thought leadership and marketing materials, and develop and implement 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 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.
Job Responsibilities:
- 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
Qualifications
- 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)
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