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Asset & Wealth Management – Fundamental Equities – Client Portfolio Management – Analyst

Asset & Wealth Management – Fundamental Equities – Client Portfolio Management – Analyst

CompanyGoldman Sachs
LocationSalt Lake City, UT, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior

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