Asset & Wealth Management - New York - Associate, Internal Product Specialists - 9611091
About The Position
Goldman Sachs & Co. LLC is seeking an Associate, Internal Product Specialists in New York, New York. This role involves the development and maintenance of proprietary product profiles, pitch books, and marketing materials for Fundamental Equity services, products, and portfolio performance. The specialist will formulate investment views, address client inquiries regarding managers and fund investments, and articulate investment theses and market outlooks. Responsibilities include preparing custom presentations and investor letters for clients, focusing on investment performance, fund strategy, portfolio exposures, concentrations, and diversification. The role also entails coordinating client deliverables, supporting new business development through RFP/RFI completion, and participating in client and internal meetings to evaluate manager investment strategies using qualitative and quantitative metrics. Additionally, the position involves participating in concept reviews and new product development within the public equity platform, coordinating new fund launches, and managing communication with internal sales and distribution channels. The Associate will also respond to ad-hoc requests from senior management and clients, and support leadership in developing and retaining junior employees through training and mentoring.
Requirements
- Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Accounting or related business-oriented field.
- Two (2) years of experience in the job offered or a related role.
- Two (2) years of experience in designing and preparing pitchbooks and marketing materials utilizing MS Office tools, including MS Word skills, document formatting and layout, collaboration tools, tracking changes, and table and chart formatting.
- Two (2) years of experience in using template styles and MS PowerPoint, including navigating slide master, creating tables, charts, graphs, diagrams with embedded data inputs and formatting, and creating and managing varying templates.
- Two (2) years of experience in synthesizing and presenting research analysis and economic trends.
- Two (2) years of experience in utilizing MS Excel, including the use of pivot tables, v-lookups, table creation, adding filter and sorting, cell formatting, conditional formatting, charting, including formulas and conditional inputs to synthesize data sets, find trends, and present data.
- Two (2) years of experience in liaising internally with cross-functional teams to plan and drive projects from concept to a final product.
- Two (2) years of experience in utilizing Factset and Bloomberg Terminal to perform portfolio and general market analysis, including using portfolio analytics for attribution, holdings, and characteristics assessments and reports.
- Two (2) years of experience in creating model portfolios, stock assessments, using charting to assess various valuations and performance metrics across portfolios and indices, and assessment of macroeconomic conditions.
- FINRA Series 7TO and 63 required.
Responsibilities
- Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance.
- Formulate and express investment views, field client questions on managers and fund investments, and outline investment theses and market outlook.
- Preparation of custom presentations and quarterly and annual investor letters for prospective and existing clients, related to investment performance, fund strategy, portfolio exposures, concentrations and diversification.
- Coordination and creation of ongoing client deliverables as well as new business development activities such as completion of Requests for Proposals/Requests for Information.
- Actively participate and assist in meetings with prospective and existing clients and internal salespeople, to evaluate manager investment strategies using both qualitative and quantitative metrics.
- Participation in concept review and new product development across the public equity platform.
- Coordinate new fund launches by managing the marketing calendar, developing marketing materials, completing committee memos, engaging with key internal and external stakeholders, and developing and maintaining sales trackers.
- Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds.
- Respond to ad-hoc requests from senior management and clients.
- Support leadership in attracting, developing and retaining junior employees, including facilitating training and mentoring of junior talent.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
