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The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns.
The Portfolio Advisory Group (PAG) is responsible for helping PWAs within Private Wealth Management win and retain business. PAG team members work with PWAs to help them understand the attributes and risks of different investment strategies and construct client portfolios based on strategic and tactical views of the Investment Strategy Group (ISG).
HOW YOU WILL FULFILL YOUR POTENTIAL
- Participate in client and prospective client meetings with PWAs to share ISG views and discuss portfolio implementation
- Attain direct visibility in PWM as a strategy/platform implementation expert
- Engage with PWA teams in regions of responsibility
- Deliver thoughtful insight on ISG positioning to PWAs and to PAG in team meetings
- Address specific PWA questions regarding product positioning, performance and attribution directly or using product teams as necessary
- Assist PWAs in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments).
- Recommend to PWAs 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
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- Minimum of 10 years of investment experience
- Strong interpersonal skills and ability to work effectively with others
- Client experience
- Excellent attention to detail
- Demonstrable quantitative and qualitative analysis skills
- Demonstrable communication skills, both spoken and written
- Familiarity with investment management product offerings
Source: Goldman Sachs Career Page
