Asset & Wealth Management, Lead Portfolio Management – OCIO Business and Deal Strategy, Associate - New York jobs in United States
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Goldman Sachs · 2 weeks ago

Asset & Wealth Management, Lead Portfolio Management – OCIO Business and Deal Strategy, Associate - New York

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$100K/yr - $170K/yr

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a candidate for the Lead Portfolio Management team within the OCIO platform, responsible for driving strategic initiatives and delivering comprehensive investment management solutions for clients. The role involves business development, client engagement, and managing large-scale OCIO transactions.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Driving the process behind large-scale OCIO transactions from pitches to execution
Leading day-to-day delivery of identified strategic initiatives
Preparing materials and analysis for internal and external senior stakeholders
Identifying and designing platform enhancements across client acquisition, investing, operations, and project management

Qualification

Portfolio investment metricsBuy-side transactionsQuantitative analysisExcelPowerPointCFA designationActuarial designationCommunication skillsProblem-solving abilitiesDetail-oriented

Required

Bachelor's degree or equivalent in Mathematics, Economics, Finance, or related quantitative field
Significant strategy, banking, asset management, or other relevant experience
Experience leading discussions, with excellent verbal and written communication skills
Experience leading and multi-tasking across internal and external projects in a fast-paced environment
Experience with buy-side transactions, due-diligence, and process execution
Experience building / maintaining models, industry / company / benchmarking materials, and other process documents
Detail-oriented and meticulous, with strong quantitative and analytical skills
Intelligent, creative, with strong problem-solving abilities
Strong understanding of portfolio investment metrics and characteristics (including that of multi-asset and liability-hedging portfolios)
Expert in Excel and PowerPoint, including creating and providing detailed review of bespoke data analysis and presentations

Preferred

Actuarial designation a plus
CFA designation a plus

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.
dateFounded in 1869
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.goldmansachs.com

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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