Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst

Role Overview

Goldman Sachs Asset Management’s Fixed Income Solutions team is a leading provider of customized separately managed accounts (SMAs), managing over $200 billion in global assets across 48,000+ accounts. The Fixed Income Solutions team delivers bespoke investment solutions for a variety of clients, including high net worth, institutional and retail investors. As an Analyst on our Client Portfolio Manager (CPM) team within Fixed Income Solutions, you will drive client engagement, marketing, and product development for our custom fixed income SMA strategies. Collaborating with portfolio managers, traders, salespeople, and financial advisors, you will create tailored taxable and tax-exempt solutions, deliver market insights, develop marketing content, and provide exceptional client service. This role demands a detail-oriented team-player with strong interpersonal skills and the ability to thrive in a fast-paced environment. The candidate should be highly organized with the ability to multi-task and produce deliverables under competing deadlines.  The candidate should be passionate about markets, capable of learning new concepts, comfortable speaking to financial advisors, and excited to join an established, high-growth business.

Responsibilities:

• Subject Matter Expertise: Develop and maintain a comprehensive understanding of GSAM's Fixed Income Solutions investment strategies, portfolio construction methodologies, and performance attribution. Become a go-to resource for our SMA offerings, demonstrating a deep understanding of the competitive landscape and market trends.
• Client Communication & Support: Act as a primary point of contact for sales teams, financial advisors, and retail clients, promptly addressing inquiries related to portfolio positioning, performance, market outlook, and product platform. Proactively communicate portfolio updates, market insights, and investment strategy perspectives.
• Marketing & Content Creation: Develop and maintain compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Assist in crafting thematic content that highlights our investment expertise and differentiates our SMA strategies. Tailor materials to address specific client needs and requests.
• Sales Support & Client Acquisition: Support senior sales leaders in presenting our SMA strategies to prospective clients, clearly articulating our investment philosophy, process, and performance track record. Participate in client meetings, conference calls, and due diligence sessions, contributing to the sales process and client relationship management.
• Market Intelligence & Analysis: Continuously monitor and analyze fixed income markets, economic indicators, and competitor strategies to identify opportunities and inform portfolio positioning. Contribute to the development of investment insights and market commentary.
• Portfolio Review & Reporting: Prepare and deliver timely and accurate client-specific portfolio reviews and performance reports, ensuring clear and concise communication of key investment themes and results.
• Collaboration & Project Management: Collaborate with portfolio managers, strategists, and engineers on various team-related strategic projects, including product development, platform enhancements, and process optimization.
• Education & Training: Educate internal and external audiences on our focused SMA products, providing training and support to enhance their understanding of our investment strategies.
• Relationship Management: Develop strong working relationships across our business, working closely with strategists and engineers to develop and enhance CPM tools.

Qualifications:

• 1-2 years of experience in the financial services industry, preferably with a focus on fixed income portfolio management or client service.
• Strong understanding of fixed income markets, including taxable and municipal bonds, and SMA structures.
• Excellent verbal, presentation, and written communication skills, with the ability to effectively communicate complex investment concepts to diverse audiences.
• Exceptional PowerPoint skills, with the ability to create visually appealing and informative presentations.
• Proficiency in Microsoft Excel and other data analysis tools.
• Self-motivated, well-organized, and detail-oriented, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Ability to learn and retain new concepts and adapt to changing market conditions.
• FINRA Series 7 and 63 licenses (preferred).

Salary Range

The expected base salary for this New York, New York, United States-based position is $90000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found.

• We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
• We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
• We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
• We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
• To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
• We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.