Asset & Wealth Management - Seattle - Associate Investing & Portfolio Management – Public – 8691784

Goldman Sachs•Seattle, WA

6d•$172,723•Onsite

About The Position

This role involves performing financial modeling and valuation analyses to forecast risk and returns on customized investment vehicles, including hedge funds. The position requires sourcing and analyzing new investment ideas while monitoring existing portfolio investments to influence critical investment decisions, optimize portfolio performance, and achieve clients' investment goals. The Associate will also assist in operational due diligence, utilizing advanced skills in assessing business risks, compliance, and infrastructure to ensure the integrity of investment opportunities. This includes performing thorough evaluations of potential hedge fund investments, analyzing performance metrics, investment strategies, risk profiles, portfolio construction, risk management, and management quality. The role also entails regularly reviewing and assessing the performance and risk exposure of current hedge fund investments, generating detailed reports and presentations for senior management and clients, maintaining communication with hedge fund managers, and staying updated on industry trends, market conditions, and regulatory changes impacting hedge fund investments.

Requirements

Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business, or a related field and one (1) year of experience in the job offered or in a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business, or a related field and three (3) years of experience in the job offered or in a related role.
Prior work experience must include one (1) year (with a Master’s degree) OR three (3) years (with a Bachelor’s degree) with identifying and evaluating investment and capital markets data to formulate opinions and conclusions relative to investment decisions at the market level and at the investment decision level.
Prior work experience must include one (1) year (with a Master’s degree) OR three (3) years (with a Bachelor’s degree) with analyzing investment management businesses in totality including the assessment of a business’ financial viability, risk management practices, human capital philosophies, system infrastructure and related controls, accounting and reporting capabilities, and compliance operating framework.
Prior work experience must include one (1) year (with a Master’s degree) OR three (3) years (with a Bachelor’s degree) with conducting statistical and quantitative analyses of investment performance data of various investment managers in context of macroeconomic and capital market environments, as well as comparisons to other market practitioners.
Prior work experience must include one (1) year (with a Master’s degree) OR three (3) years (with a Bachelor’s degree) with providing recommendations on investment and divestment decisions to the Investment Committee.
Prior work experience must include one (1) year (with a Master’s degree) OR three (3) years (with a Bachelor’s degree) with evaluating financial instruments across global asset classes, including stocks, bonds, cash equivalents, options, forwards, swaps, and futures.
Prior work experience must include one (1) year (with a Master’s degree) OR three (3) years (with a Bachelor’s degree) with assessing investment trading strategies, decision implementation, and the infrastructure required for monitoring.
Prior work experience must include one (1) year (with a Master’s degree) OR three (3) years (with a Bachelor’s degree) with distilling complex quantitative and qualitative attributes of investment strategies into clear and actionable insights, aligning the recommendations with the stated investment objectives and communicating the results to both internal stakeholders and external clients.
FINRA Series 7, FINRA Series 63, and FINRA SIE required.

Nice To Haves

About 10% of domestic and international travel time to visit external investment managers to conduct investment and operational due diligence meetings.

Responsibilities

Perform financial modeling and valuation analyses to forecast risk and returns on customized investment vehicles including hedge funds.
Source and analyze new investment ideas while monitoring existing portfolio investments to influence critical investment decisions, optimize portfolio performance and achieve clients' investment goals.
Assist in operational due diligence utilizing advanced skills in assessing business risks, compliance, and infrastructure to ensure the integrity of investment opportunities.
Perform thorough evaluations of potential hedge fund investments, including analysis of performance metrics, investment strategies, risk profiles, quality of portfolio construction and risk management as well as management quality.
Regularly review and assess the performance and risk exposure of current hedge fund investments, ensuring alignment with the overall investment strategy.
Generate detailed reports and presentations on hedge fund performance, market trends, and portfolio changes for senior management and clients.
Maintain ongoing communication with hedge fund managers to stay informed about their strategies, market views, and any significant changes in their funds.
Stay updated on industry trends, market conditions, and regulatory changes that could impact hedge fund investments, providing insights to support investment decisions.