Jobs · Sales · Florida

Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach

Goldman Sachs · West Palm Beach, FL · Yesterday
SalesFull-time

About the role

This role supports the Goldman Sachs US Wealth businesses—Private Wealth Management (PWM), Ayco, and Third Party Wealth (TPW). You will collaborate with talented colleagues across asset classes and regions, working in a culture that values integrity, transparency, and sustainable success.

Responsibilities

  • Support and attend internal and external client meetings to discuss XIG public market views and platform offerings via in-person, Zoom, calls, or portfolio reviews.
  • Provide detailed information on strategy performance, positioning, and active management themes to US PWM and Ayco advisors and key PWM stakeholder groups.
  • Assist in the new strategy onboarding process for US Private Wealth Management and Ayco.
  • Play a key role in communicating investment outlook and detailed portfolio positioning for two GSAM mutual funds with external sub-advisors (including GSAM’s largest mutual fund) offered to US Wealth clients.
  • Establish, maintain, and grow relationships with TPW regional wholesaling partners and clients.
  • Collaborate with the XIG senior and junior Client Portfolio Solutions team on analytical work, creation of marketing materials, portfolio construction analysis, and strategic initiatives.
  • Produce recurring materials (RFPs/DDQs, active management reviews, etc.) using AI, Excel, PowerPoint, and Morningstar Direct.

Requirements

  • Strong verbal and written communication skills.
  • Proficiency in Excel, PowerPoint, and Morningstar Direct.
  • Strong interest in capital markets, asset management, and understanding of traditional asset classes.

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