Goldman Sachs · 15 hours ago
Asset & Wealth Management, Multi-Asset Solutions, Models Client Portfolio Management, Associate
New York, New York, United States
Full-time
Onsite
Mid, Senior Level
$100K/yr - $170K/yr
5+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking an Associate to serve as a Client Portfolio Manager to support the Multi-Asset Solutions model portfolio business, focusing on delivering investment content and insights to financial advisor clients.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Support the delivery of portfolio construction expertise, education, and market insights through the production of GS Multi-Asset Solution Models
Collaborate with portfolio managers, internal research teams, and sales and marketing to create thought leadership for impactful client engagement and advisor events (webinars, conferences)
Produce portfolio content geared toward the Financial Advisors community and work on commercial narratives for the sales team including portfolio & model specialists and wholesalers
Work closely with the senior CPMs and research team to create timely market driven content around major market or macroeconomic events (Desk Notes, CIO Notes)
Keep abreast of industry research and communicate findings to proactively stay ahead of major trends in the model’s industry
Work cross-divisionally with sales, research, and other investment centers to drive forward major models initiatives across investments, marketing, sales, and technology
Drive commercial outcomes through client engagement, including client calls/meetings and creating and delivering client proposals (i.e. for custom models)
Serve as product expert and point-of-contact on GSAM custom models to clients and when working with our sales partners in the field
Work closely with GSAM research teams, portfolio managers, and the models specialist sales team to prepare model portfolio marketing materials (trade alerts, quarterly commentaries, CIO notes, market driven content)
Work with investment teams to identify new product development opportunities in the context of rapidly evolving industry trends
Conduct competitive analyses, peer group analyses and overall market research and keep senior leadership apprised of notable developments
Work with distribution channels, senior MAS portfolio managers, and portfolio consultants to drive business opportunities from pitching our capabilities to coordinating model delivery and content strategy
Serve as a GS Models expert by delivering Portfolio Construction expertise, education, and market insights through the presentation of GS Multi Asset Solution Models content in client meetings and other events
Qualification
Required
Minimum Bachelor's degree (U.S. or equivalent)
CFA strongly preferred
Minimum of 5 years of relevant experience
Intermediary / Retail Asset Management / Models experience a must
Series 7 and Series 63 licenses are required (or will be sponsored by the firm if not already completed)
Investment credibility through previous product or portfolio management experience in at least one asset class
Excellent written and verbal communication and interpersonal skills, especially the ability to explain complex technical concepts in simple terms
Strong work ethic and a commercial perspective
Strong technical skills including high level of proficiency in Microsoft Excel and PowerPoint
Familiarity with industry data through such sources as Morningstar Direct, Cerulli, PSN, Bloomberg, and FactSet
Preferred
Experience crafting model portfolio marketing narratives for a retail FA audience strongly preferred
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$8.5B2026-01-26Post Ipo Debt· $2.5B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-02-05
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The Real Deal
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