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

Goldman Sachs•Newport Beach, CA

7d•Onsite

About The Position

Goldman Sachs Wealth Management is dedicated to empowering clients globally to achieve their financial aspirations through advisor-led businesses and innovative consumer solutions. The Goldman Sachs Ayco (Ayco) division partners with Fortune 1000 companies to design and implement financial planning programs for their workforce, leveraging a 50-year legacy and Goldman Sachs' resources. The Portfolio Advisory Group (PAG) within Ayco supports advisors in winning and retaining business by helping them understand investment strategies and construct client portfolios based on the views of the Investment Strategy Group (ISG). This role involves working closely with Portfolio Managers and GS Ayco advisors, acting as a strategy/platform implementation expert with direct visibility within GS Ayco and engaging with regional advisor teams.

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