Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Boston jobs in United States
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Goldman Sachs · 1 day ago

Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Boston

Goldman Sachs is one of the world’s leading asset managers, and they are seeking a Vice President for their Wealth Investment Solutions Exchange Funds team. The role involves managing the Exchange Fund complex, providing tax efficient diversification solutions, and engaging with clients to understand their needs while participating in product innovation and portfolio management.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Develop product knowledge of exchange funds and underlying structuring rules and regulations
Engage with clients, advisors and distribution platforms to understand their specific needs and provide tax aware solutions
Participate in product innovation, structuring and designing of new product offerings
Participate in the creation of marketing materials and bespoke client studies
Assist sales in fund specific inquires to deliver commercial outcomes
Work with Engineering teams to design portfolio management algorithms and investment processes to support business
Build an understanding of the interaction of the private and public assets within fund
Work closely with the lead portfolio manager to manage client onboarding
Responsible for regular fund maintenance (risk monitoring, credit facility servicing, etc.)
Liaise with engineering teams to execute strategic roadmap for delivering a digital experience for our clients

Qualification

Asset management experienceWealth management experienceQuantitative techniquesInvestment strategiesExchange funds knowledgeRisk managementCapital markets knowledgeAnalytical skillsProblem-solving skillsCommunication skillsTeam playerOrganizational skillsCreative thinking

Required

5-10 years of asset management or wealth management experience
Strong analytical and problem-solving skills with strong attention to detail
Strong interest in capital markets, asset management, and understanding of traditional and alternative asset classes
Risk management and control orientation
Team player, self-motivated; able to work in an autonomous, yet collaborative environment
Well organized, proactive, decisive, and willing to take on more responsibility, with the ability to manage multiple tasks in a fast-paced environment
Creative, with good problem-solving abilities
Excellent communication and writing skills
Ability to interact and build relationships with a wide variety of people
Bachelor's degree

Preferred

Experience and background with quantitative techniques and investment strategies would be preferable
Experience supporting exchange funds and/or experience in evaluating client portfolios and tax considerations a plus
CFA preferred

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.

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 Company
Total Funding
$6B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO

Leadership Team

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David M. Solomon
Chair and Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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Company data provided by crunchbase