Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338

Goldman Sachs•Miami, FL

7d•Onsite

About The Position

This role involves working alongside private wealth advisors to support and implement wealth management strategies for clients in Latin America and Florida. The position requires developing marketing presentations, sourcing new clients through cold outreach in both English and Spanish, and analyzing investment portfolios. Key responsibilities include executing portfolio rebalancing and trades, researching investment vehicles, serving as the client relationship management system expert, participating in client meetings, guiding new business team meetings, and relaying market views tailored to client locations. The role also involves liaising with product groups to address client needs based on their specific location.

Requirements

Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Accounting, or related analytical or engineering field such as Industrial Engineering.
Two (2) years of experience in the job offered or in a related role.
Two (2) years of experience with financial markets and investment analytics, specifically relating to US, Non-US Developed, and / or Emerging Markets equities, fixed income, and / or other asset classes directly impacting client assets.
Two (2) years of experience presenting and communicating, verbally and written, current macroeconomic and financial environments, views and forecasts, to existing and prospective clients and stakeholders in both English and Spanish.
Two (2) years of experience with Excel, PowerPoint, and other applications used for the structuring, pricing, and display of information regarding client’s assets.
Two (2) years of experience with market facing systems including Bloomberg or Refinitiv to execute transactions daily.
Two (2) years of experience with client facing trade execution in both US Markets and International Markets, such as the Mexican Stock Exchange.
Fluency in Spanish required to provide financial and investment advice to clients in Latin America, whose native language is Spanish and whose needs must be tailored to their specific location.

Responsibilities

Work alongside private wealth advisors to support and implement wealth management strategies for clients in Latin America and Florida.
Develop and prepare marketing presentations for prospective clients.
Source new clients through cold outreach in both English and Spanish.
Analyze investment portfolios for risk and return characteristics.
Execute portfolio rebalancing and trades.
Research internal and external investment vehicles for client asset allocation, specifically related to their location, whether in the US or in Latin America.
Serve as team’s client relationship management system expert.
Participate in team’s prospective client meetings and follow up as appropriate for clients in Latin America and the US.
Guide new business team meetings and associated action items.
Relay research and market views to private wealth advisors, clients, and prospective clients, specifically tailoring them to their respective locations in Latin America or the US.
Liaise with various product groups to respond to client needs, tailoring the approach to the client’s specific needs depending on location.