About The Position
The Multi Asset Solutions (MAS) group, within Goldman Sachs Asset Management, designs and develops customized investment management solutions using proprietary research and multi-asset analytics. The successful candidate will join the Retirement Planning and Advice Investment Product Team, which focuses on managed accounts and advice solutions for defined contribution plans and other retirement asset pools. This role involves developing personalized retirement glidepaths, portfolios, and income plans for individual investors, leveraging capabilities from the NextCapital acquisition. The individual will lead the development of new investment capabilities and features, oversee the investment methodology for Retirement Planning and Advice, and represent these aspects to clients, prospects, consultants, and advisors. The position is highly analytical, focusing on the execution and implementation of new retirement investing features and methodology enhancements from early development through governance approvals and final implementation. Collaboration will be with quantitative researchers, engineering, product, UX, participant engagement, and project management teams. Familiarity with defined contribution plans and personalized retirement planning/investing solutions, with prior experience in product management and/or client portfolio management, is ideal.
Requirements
- Bachelor's degree or equivalent
- At least 5 years of relevant experience in defined contribution, retirement or digital financial planning
- Strong writing and presentation skills
- Excellent investment acumen and advanced quantitative proficiency
- Mastery of advanced Excel (including creating bespoke analytics) and PowerPoint capabilities
- Experience with multi-asset portfolio construction
- Experience working with multiple clients/projects simultaneously
- Strong understanding of the managed accounts landscape (e.g. competitive dynamics, fiduciary considerations, etc.)
Nice To Haves
- Experience presenting to internal and external Investment Committees a plus
- Experience as a product manager and/or client portfolio manager in related field a plus
Responsibilities
- Drive the evaluation, design, and enhancement of investment features and methodologies for Retirement Planning and Advice
- Monitor the managed accounts landscape, including competitive positioning, industry trends, and regulatory developments
- Represent investment team as part of broader discussions with clients, prospects, consultants, advisors and other external parties regarding Retirement Planning and Advice services
- Ownership of methodology design for select features, including the development of governance materials and the facilitation of formal approval cycles
- Development of client and participant-facing methodology and investment product documents
- Project and roadmap management, in coordination with the project management and engineering teams
- Review large amounts of data and develop observations and time series trends
- Ad hoc requests to review investment fund exposures and portfolios
- Review recurring investment deliverables to clients and prospects
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
