Goldman Sachs
Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds Team, Ass
Goldman Sachs, Chicago, Illinois, United States, 60290
Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds Team, Associate - Chicago
Asset & Wealth Management role at Goldman Sachs. The Wealth Investment Solutions Exchange Funds team seeks an Associate to help manage the Exchange Fund complex.
Overview Asset & Wealth Management provides clients with investment and advisory services across pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. Goldman Sachs delivers innovative investment solutions through a global, multi-product platform and maintains a boutique feel while leveraging a large firm\'s scale. AWM emphasizes integrity, transparency, and long-term performance.
Job Summary & Responsibilities The Wealth Investment Solutions Exchange Funds team is seeking a highly motivated individual to work as an Associate to help manage the Exchange Fund complex. The team provides tax efficient diversification solutions to high net worth clients owning highly appreciated equity positions. Product offerings are available to key Goldman private wealth clients and distribution partners. With a 25+ year history of alternative investment product structuring, client engagement and broad platform distribution, Exchange fund solutions are a core offering across the franchise.
Develop product knowledge of exchange funds and underlying structuring rules and regulations
Engage with clients, advisors and distribution platforms to understand their needs and provide tax aware solutions
Participate in product innovation, structuring and designing of new product offerings
Assist in creating marketing materials and bespoke client studies
Support sales in fund-specific inquiries to deliver commercial outcomes
Work with Engineering teams to design portfolio management algorithms and investment processes
Understand interaction of private and public assets within funds
Collaborate with the lead portfolio manager on client onboarding
Maintain funds (risk monitoring, facility servicing, etc.)
Liaise with engineering to deliver a digital client experience and strategic roadmap
Qualifications
3-7 years of asset management or wealth management experience
Strong analytical and problem-solving skills with attention to detail
Experience with quantitative techniques and investment strategies preferred
Experience supporting exchange funds or evaluating client portfolios and tax considerations a plus
Interest in capital markets, asset classes (traditional and alternative)
Risk management and control orientation
Team player, self-motivated; able to work autonomously and collaboratively
Well organized, proactive, decisive, and able to manage multiple tasks in a fast-paced environment
Creative with strong problem-solving abilities
Excellent communication and writing skills
Ability to interact with a wide variety of people
Bachelor’s degree
About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and communities grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm with offices around the world. We are committed to diversity and inclusion, professional development, and a supportive work environment.
Compensation & Benefits The expected base salary for this Chicago, Illinois, United States-based position is $80,000-$160,000. A discretionary bonus may be available for active employees at fiscal year-end. Benefits information is available to eligible employees.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by law.
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Overview Asset & Wealth Management provides clients with investment and advisory services across pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. Goldman Sachs delivers innovative investment solutions through a global, multi-product platform and maintains a boutique feel while leveraging a large firm\'s scale. AWM emphasizes integrity, transparency, and long-term performance.
Job Summary & Responsibilities The Wealth Investment Solutions Exchange Funds team is seeking a highly motivated individual to work as an Associate to help manage the Exchange Fund complex. The team provides tax efficient diversification solutions to high net worth clients owning highly appreciated equity positions. Product offerings are available to key Goldman private wealth clients and distribution partners. With a 25+ year history of alternative investment product structuring, client engagement and broad platform distribution, Exchange fund solutions are a core offering across the franchise.
Develop product knowledge of exchange funds and underlying structuring rules and regulations
Engage with clients, advisors and distribution platforms to understand their needs and provide tax aware solutions
Participate in product innovation, structuring and designing of new product offerings
Assist in creating marketing materials and bespoke client studies
Support sales in fund-specific inquiries to deliver commercial outcomes
Work with Engineering teams to design portfolio management algorithms and investment processes
Understand interaction of private and public assets within funds
Collaborate with the lead portfolio manager on client onboarding
Maintain funds (risk monitoring, facility servicing, etc.)
Liaise with engineering to deliver a digital client experience and strategic roadmap
Qualifications
3-7 years of asset management or wealth management experience
Strong analytical and problem-solving skills with attention to detail
Experience with quantitative techniques and investment strategies preferred
Experience supporting exchange funds or evaluating client portfolios and tax considerations a plus
Interest in capital markets, asset classes (traditional and alternative)
Risk management and control orientation
Team player, self-motivated; able to work autonomously and collaboratively
Well organized, proactive, decisive, and able to manage multiple tasks in a fast-paced environment
Creative with strong problem-solving abilities
Excellent communication and writing skills
Ability to interact with a wide variety of people
Bachelor’s degree
About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and communities grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm with offices around the world. We are committed to diversity and inclusion, professional development, and a supportive work environment.
Compensation & Benefits The expected base salary for this Chicago, Illinois, United States-based position is $80,000-$160,000. A discretionary bonus may be available for active employees at fiscal year-end. Benefits information is available to eligible employees.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by law.
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