Wealth Management, Investment Strategy, Portfolio Advisory Group, San Francisco, Vice President

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members have direct visibility in Private Wealth Management as strategy/platform implementation experts and engage consistently with teams in regions of responsibility. The team is seeking a Vice President who has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and quantitative analysis are essential to maintaining and enhancing our business.

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Investment Strategy Group (ISG)

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

* In addition to representing ISG, also be able to discuss the full PWM investment platform and the various potential investment solutions available to clients

* 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 15 years of investment experience, ideally with a focus on public equities or private equity (including buyout, growth equity and/or venture capital)

* Familiarity and experience with investments in the tech sector preferrable

* 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

* SIE, Series 7 and Series 63 required (must obtain within 3 months)