Asset & Wealth Management Goldman Sachs Ayco, Portfolio Advisory Group, Associate, Newport Beach, CA

Goldman Sachs•Newport Beach, CA

7d•$75,000 - $160,000•Onsite

About The Position

The Portfolio Advisory Group (PAG) is responsible for helping advisors within Ayco win and retain business. PAG team members work with advisors to help them understand the attributes and risks of different investment strategies and construct client portfolios based on strategic and tactical views of the Investment Strategy Group (ISG). This role involves participating in client and prospective client meetings, acting as a strategy/platform implementation expert, engaging with advisor teams, and providing insights on ISG positioning. The Associate will also address advisor questions regarding product positioning, performance, and attribution, assist in discussing ISG and other product positioning, and recommend portfolio implementations. Additionally, the role includes preparing competitive analyses and mentoring new advisors and junior team members.

Requirements

5 to 8 years of investment experience
Strong interpersonal skills and ability to work effectively with others
Client experience
Excellent attention to detail
Demonstrable quantitative and qualitative analysis skills
Demonstrable communication skills, both spoken and written
Familiarity with investment management product offerings
Active SIE, Series 7 and Series 66 required

Responsibilities

Participate in client and prospective client meetings with advisors to share ISG views and discuss portfolio implementation
Attain direct visibility in GS Ayco as a strategy/platform implementation expert
Engage with advisor teams in regions of responsibility
Deliver thoughtful insight on ISG positioning to advisors and to PAG in team meetings
Address specific advisor questions regarding product positioning, performance and attribution directly or using product teams as necessary
Assist advisors in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments).
Recommend to advisors implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints
Prepare competitive analyses on various products using Morningstar X-Ray and in-house portfolio analysis tools
Mentor new advisors and junior members of the team to help them develop advisory and commercial skills