Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst

Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders.

Role Overview

Goldman Sachs Asset Management’s Fixed Income Solutions team is a leading provider of customized separately managed accounts (SMAs), managing over $200 billion in global assets across 48,000+ accounts. The Fixed Income Solutions team delivers bespoke investment solutions for a variety of clients, including high net worth, institutional and retail investors. As an Analyst on our Client Portfolio Manager (CPM) team within Fixed Income Solutions, you will drive client engagement, marketing, and product development for our custom fixed income SMA strategies. Collaborating with portfolio managers, traders, salespeople, and financial advisors, you will create tailored taxable and tax-exempt solutions, deliver market insights, develop marketing content, and provide exceptional client service. This role demands a detail-oriented team-player with strong interpersonal skills and the ability to thrive in a fast-paced environment. The candidate should be highly organized with the ability to multi-task and produce deliverables under competing deadlines. The candidate should be passionate about markets, capable of learning new concepts, comfortable speaking to financial advisors, and excited to join an established, high-growth business.

Responsibilities:

• Subject Matter Expertise: Develop and maintain a comprehensive understanding of GSAM's Fixed Income Solutions investment strategies, portfolio construction methodologies, and performance attribution. Become a go-to resource for our SMA offerings, demonstrating a deep understanding of the competitive landscape and market trends.
• Client Communication & Support: Act as a primary point of contact for sales teams, financial advisors, and retail clients, promptly addressing inquiries related to portfolio positioning, performance, market outlook, and product platform. Proactively communicate portfolio updates, market insights, and investment strategy perspectives.
• Marketing & Content Creation: Develop and maintain compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Assist in crafting thematic content that highlights our investment expertise and differentiates our SMA strategies. Tailor materials to address specific client needs and requests.
• Sales Support & Client Acquisition: Support senior sales leaders in presenting our SMA strategies to prospective clients, clearly articulating our investment philosophy, process, and performance track record. Participate in client meetings, conference calls, and due diligence sessions, contributing to the sales process and client relationship management.
• Market Intelligence & Analysis: Continuously monitor and analyze fixed income markets, economic indicators, and competitor strategies to identify opportunities and inform portfolio positioning. Contribute to the development of investment insights and market commentary.
• Portfolio Review & Reporting: Prepare and deliver timely and accurate client-specific portfolio reviews and performance reports, ensuring clear and concise communication of key investment themes and results.
• Collaboration & Project Management: Collaborate with portfolio managers, strategists, and engineers on various team-related strategic projects, including product development, platform enhancements, and process optimization.
• Education & Training: Educate internal and external audiences on our focused SMA products, providing training and support to enhance their understanding of our investment strategies.
• Relationship Management: Develop strong working relationships across our business, working closely with strategists and engineers to develop and enhance CPM tools.

Qualifications:

• 1-2 years of experience in the financial services industry, preferably with a focus on fixed income portfolio management or client service.
• Strong understanding of fixed income markets, including taxable and municipal bonds, and SMA structures.
• Excellent verbal, presentation, and written communication skills, with the ability to effectively communicate complex investment concepts to diverse audiences.
• Exceptional PowerPoint skills, with the ability to create visually appealing and informative presentations.
• Proficiency in Microsoft Excel and other data analysis tools.
• Self-motivated, well-organized, and detail-oriented, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Ability to learn and retain new concepts and adapt to changing market conditions.
• FINRA Series 7 and 63 licenses (preferred).