Goldman Sachs · 6 days ago
Asset & Wealth Management, GS Ayco Portfolio Advisory Group, Associate - Albany
Albany, NY
Full-time
Onsite
Mid, Senior Level
$60K/yr - $100K/yr
4+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking an Associate for their GS Ayco Portfolio Advisory Group to provide support to Advisors on financial markets and assist in managing multi-asset class portfolios.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Analyze and research investment securities on third party and Goldman Sachs’ investment platform. Serve as a point person for GS Wealth Services advisors to explain investment implementation options and their role in the strategic asset allocation
Coach/mentor and educate analysts with financial markets and macroeconomics concepts
Establish and maintain professional relationships with GS Wealth Services’ internal stakeholders and team
Perform portfolio reviews and provide analytical support to GS Wealth advisors in the construction and maintenance of multi asset class portfolios
Explain investment implementation options to GS Wealth Services advisors including individual equities/bonds, mutual funds, options, private equity, hedge funds and separately managed accounts
Conduct quantitative research in factor-based strategic portfolio asset allocation and analysis across asset classes
Independently create research publications on complex macroeconomic and investment topics for GS Wealth Services advisors and clients
Foundation in financial mathematics and investment performance reporting
Utilize statistical and regression analysis to analyze investment options and financial markets
Respond to questions from GS Wealth Services advisors relating to economic and financial market views, client portfolios allocation and performance
Work with the engineering team to create efficiencies by automating processes, improve data quality and create portfolio monitoring tools across various platforms including Excel, FactSet, Morningstar, Bloomberg and internal systems
Obtain research on investment products from portfolio management teams and liaise with product groups to coordinate investment platform updates
Maintains spreadsheets, records, reviews and reports for client portfolios
Keep abreast of the latest events in financial markets
Work in conjunction with various product groups within the Asset and Wealth Management Division to respond to client needs
Serve as a key liaison to other areas supporting the PAG business including Legal, Compliance, and Technology
Qualification
Required
Minimum Bachelor's degree (U.S. or equivalent)
Related financial services experience of 4 - 6 years
Excellent communication skills, both oral and written
Demonstrated interest in and knowledge of financial markets
Must be comfortable presenting to audiences of varying sizes and sophistication
Strong interpersonal/leadership skills and a passion to engage with advisors and clients
Distilling advanced macroeconomic and capital market concepts in an easy to digest written format for client use
The ability to effectively explain a firm's macroeconomic analysis views to guide multi-asset class portfolio construction
Perform Equity Market, Fixed Income and Alternatives analysis to explain the risks and merits of different offerings in the marketplace and how they fit into multi-asset class portfolios
Analyze strategic asset allocation. Assisting advisors and clients to assess a client's risk tolerance, time horizon and investment objectives to construct a well-diversified portfolio
Strong knowledge of Excel, FactSet, Morningstar and Bloomberg to analyze return data and conduct data transformations to create original publications
Detail orientation, patience, and demonstrated ability to multi-task under pressure
Ability to work in a fast-paced environment and think clearly under pressure
Collaborative and team-oriented
Highly proficient in Windows Technology (Outlook, Word, Excel)
Ability to foster a strong network of relationships with numerous colleagues and desks across the Firm
Series 7 and 63 required; obtaining CFA Charter highly encouraged and will be sponsored in accordance with firm policy
Analyzing and interpreting data using statistical modeling software and presenting results to stakeholders
Performing valuation analysis for equities and debt using commonly acceptable valuation methodologies
Benefits
Discretionary bonus
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
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-17
2026-01-17
Business Insider
2026-01-16
Company data provided by crunchbase