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We are seeking a Financial Investment Professional (FIP) who will provide support to PWAs in the implementation of new client accounts and ongoing portfolio analysis and servicing of existing clients. This is meant to be a longer-term role where you will work closely with PWAs and their clients.
HOW YOU WILL FULFILL YOUR POTENTIAL
- “Chief Operation Officer” and “Chief Investment Officer of the PWM team
- Primary point of contact for select client relationships
- Resource to multiple PWAs in supporting client relationships for the team
- Conduct portfolio level analysis, including asset allocations and portfolio performance review presentations, as well as prepare client presentation.
- Assist in the management (implementation and rebalancing) of client investment portfolios across global fixed income, equity and alternative investments.
- Implement large-scale tactical and strategic asset allocation changes
- Serve as a key liaison to other areas supporting PWM clients including Operations, Performance, and Compliance
- Lead or participate in cross-functional group projects to improve quality and efficiency within the team
- Execute equity, derivative, fixed income and mutual fund trades
- Monitor equity and fixed income markets
- Assist on projects related to team operations, new business development, strategic planning, product development and other marketing infrastructure issues
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Basic Qualifications
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets and good investment sense/commercial instinct
- Ability to multi-task and work with numerous colleagues and desks across the Firm
- Strong verbal and written communication skills
- Strong organizational and interpersonal skills
- Detailed-oriented and highly organized
- Strong financial modeling and presentation skills
- Series 7 and 63 required (must be obtained within three months of employment)
Preferred Qualifications
- 5+ years of investment management, investment banking or comparable experience
- CPA, JD, or MBA degrees welcome, but not required
- Strong leadership skills and record of demonstrated achievement
- Experience working within a large professional services firm of Fortune 500 organization
Source: Goldman Sachs Career Page
