Asset & Wealth Management, Investment Strategy, Portfolio Advisory Group, Vice President - New York jobs in United States
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Goldman Sachs · 1 day ago

Asset & Wealth Management, Investment Strategy, Portfolio Advisory Group, Vice President - New York

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Vice President for the Portfolio Advisory Group who will work closely with Portfolio Managers and Private Wealth Advisors to provide exceptional investment advice and support the construction of client portfolios.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Participate in client and prospective client meetings with PWAs to share ISG views and discuss portfolio implementation
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

Qualification

Investment experienceQuantitative analysisCommunication skillsClient experienceInvestment management productsAttention to detailQualitative analysisSIE certificationSeries 7 certificationSeries 63 certificationInterpersonal skills

Required

Minimum of 15 years of investment experience
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)

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

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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