Asset & Wealth Management Goldman Sachs Ayco, Portfolio Advisory Group, Associate, Newport Beach, CA

About the role

The Portfolio Advisory Group (PAG) is seeking an Associate or Vice President with the ability to thrive in a fast-paced environment. This role involves participating in client and prospective client meetings with advisors, engaging with advisor teams, and delivering thoughtful insight on ISG positioning.

Responsibilities

• Participate in client and prospective client meetings with advisors to share ISG views and discuss portfolio implementation
• Achieve direct visibility in GS Ayco as a strategy/platform implementation expert
• Engage with advisor teams in regions of responsibility
• Deliver thoughtful insight on ISG positioning to advisors and to PAG in team meetings
• Address specific advisor questions regarding product positioning, performance and attribution directly or using product teams as necessary
• Aid advisors in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments)
• Recommend to advisors 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
• Mentor new advisors and junior members of the team to help them develop advisory and commercial skills

Requirements

We are looking for 5 to 8 years of investment experience, strong interpersonal skills, excellent attention to detail, demonstrable quantitative and qualitative analysis skills, and demonstrable communication skills, both spoken and written. Familiarity with investment management product offerings is also required. Active SIE, Series 7 and Series 66 are required.

Qualifications

Preferred qualifications include familiarity with investment management product offerings, active SIE, Series 7 and Series 66, and experience in a similar role.

Skills

• Strong interpersonal skills and ability to work effectively with others
• Excellent attention to detail
• Demonstrable quantitative and qualitative analysis skills
• Demonstrable communication skills, both spoken and written
• Familiarity with investment management product offerings
• Active SIE, Series 7 and Series 66 required

Benefits

Goldman Sachs offers a range of benefits and wellness offerings to support the health and well-being of our employees. These benefits are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week. For more information, please visit this link.

Pay

The expected base salary for this role in Newport Beach, CA, United States, based position is $75,000 to $160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Schedule

Not specified.