Asset & Wealth Management, Fundamental Equities, Client Portfolio Management, Analyst jobs in United States
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Goldman Sachs · 2 weeks ago

Asset & Wealth Management, Fundamental Equities, Client Portfolio Management, Analyst

Goldman Sachs Asset Management is a leading firm in the investment management sector, seeking a highly motivated professional for its Client Portfolio Management team. The role involves communicating investment philosophies, managing product initiatives, and enhancing client experiences through detailed reports and market insights.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Serve as a product management generalist across the Fundamental Equity platform
Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds
Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership

Qualification

Equity ResearchInvestment ManagementClient Portfolio ManagementProduct ManagementSales/MarketingAnalytical SkillsCommunication SkillsMicrosoft OfficeFactSetBloombergDetail Oriented

Required

1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
Strong analytical and interpersonal skills
Excellent communication skills, both written and verbal
Must be detail oriented, motivated, and hard working

Preferred

Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
FactSet and/or Bloomberg experience is a plus

Benefits

Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs

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