Asset & Wealth Management, Multi-Asset Solutions: Model Portfolios - Client Portfolio Manager, Associate
$100,000–$170,000 year
On-site · New York City, New York, United States
Job Summary
Associate Client Portfolio Manager for Goldman Sachs MAS model portfolios. Drive delivery of multi-asset investment content, portfolio thought leadership, and client-facing collateral to financial advisor clients. Collaborate with portfolio managers, research teams, and sales/marketing to produce market-driven content (Desk Notes, CIO Notes) and marketing materials; prepare client proposals and model portfolio communications; support commercial narratives for the sales team; stay ahead of industry trends and coordinate model initiatives across investments, marketing, sales, and technology. Provide portfolio construction education and market insights in client meetings and events, and work with investment teams to identify new product opportunities. Strong written/verbal communication and Excel/PowerPoint proficiency required; CFA preferred; Series 7 & 63 licensed or sponsorship available.
Required Qualifications
- Bachelor's degree
- Series 7 and Series 63 licenses are required (or will be sponsored)
- minimum of 5 years of relevant experience
- Intermediary / Retail Asset Management / Models experience a must
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