Asset & Wealth Management – Fundamental Equities – Client Portfolio Management – Analyst
Company | Goldman Sachs |
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Location | Salt Lake City, UT, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior |
Requirements
- 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
- Strong analytical and interpersonal skills
- Excellent communication skills, both written and verbal
- Must be detail oriented, motivated, and hard working
- Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
Responsibilities
- Serve as a product management generalist across the Fundamental Equity platform
- Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
- Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
- Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
- Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
- Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds.
- Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
- Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership
Preferred Qualifications
- Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
- FactSet and/or Bloomberg experience is a plus