Goldman Sachs Bank AG
Asset & Wealth Management, Lead Portfolio Management – OCIO Business and Deal St
Goldman Sachs Bank AG, New York, New York, us, 10261
Asset & Wealth Management, Lead Portfolio Management – OCIO Business and Deal Strategy, Associate - New York location_on New York, New York, United States
Multi Asset Solutions (MAS)is a multi‑asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investment objectives and relevant constraints of clients. These solutions bring together state‑of‑the‑art techniques for multi‑asset and liability‑hedging portfolio design and reflect proprietary research and analytics conducted by the MAS team. Within MAS we have built the #1 Outsourced CIO (OCIO) platform which delivers total portfolio solutions and customized portfolios across asset allocation, portfolio and risk management, and trading to large institutional investors. Our platform leads the most complex transactions in the OCIO space with the largest and most sophisticated institutions across the globe. MAS invests assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, insurers, healthcare systems, endowments, and foundations.
The successful candidate would become a member of the Lead Portfolio Management (LPM) team within the OCIO platform, predominantly working on strategic initiatives expected to grow and deliver the business. These initiatives may include business development, client engagement, OCIO acquisitions, lift outs or other large scale onboardings of assets, solution design and delivery and platform efficiency. The candidate would work directly with senior portfolio managers and business leadership and be responsible for contributing to the design as well as the management and delivery of the identified strategic initiatives. This role cuts across investing, business management, proposal design, operational efficiency, deal structuring, and integration.
Core responsibilities
Driving the process behind large‑scale OCIO transactions from pitches to execution
Leading day‑to‑day delivery of identified strategic initiatives
Preparing materials and analysis for internal and external senior stakeholders
Identifying and designing platform enhancements across client acquisition, investing, operations, and project management
Other required skills/experience
Bachelor’s degree or equivalent in Mathematics, Economics, Finance, or related quantitative field
Significant strategy, banking, asset management, or other relevant experience
Experience leading discussions, with excellent verbal and written communication skills
Experience leading and multi‑tasking across internal and external projects in a fast‑paced environment
Experience with buy‑side transactions, due‑diligence, and process execution
Experience building / maintaining models, industry / company / benchmarking materials, and other process documents
Detail‑oriented and meticulous, with strong quantitative and analytical skills
Intelligent, creative, with strong problem‑solving abilities
Strong understanding of portfolio investment metrics and characteristics (including that of multi‑asset and liability‑hedging portfolios)
Expert in Excel and PowerPoint, including creating and providing detailed review of bespoke data analysis and presentations
Salary Range The expected base salary for this New York, New York, United States‑based position is $100000-$170000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end.
Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally availableto active, non‑tem‑porary, full‑time and part‑time US employees who work at least 20 hours per week, can be found here .
Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer.
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Multi Asset Solutions (MAS)is a multi‑asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investment objectives and relevant constraints of clients. These solutions bring together state‑of‑the‑art techniques for multi‑asset and liability‑hedging portfolio design and reflect proprietary research and analytics conducted by the MAS team. Within MAS we have built the #1 Outsourced CIO (OCIO) platform which delivers total portfolio solutions and customized portfolios across asset allocation, portfolio and risk management, and trading to large institutional investors. Our platform leads the most complex transactions in the OCIO space with the largest and most sophisticated institutions across the globe. MAS invests assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, insurers, healthcare systems, endowments, and foundations.
The successful candidate would become a member of the Lead Portfolio Management (LPM) team within the OCIO platform, predominantly working on strategic initiatives expected to grow and deliver the business. These initiatives may include business development, client engagement, OCIO acquisitions, lift outs or other large scale onboardings of assets, solution design and delivery and platform efficiency. The candidate would work directly with senior portfolio managers and business leadership and be responsible for contributing to the design as well as the management and delivery of the identified strategic initiatives. This role cuts across investing, business management, proposal design, operational efficiency, deal structuring, and integration.
Core responsibilities
Driving the process behind large‑scale OCIO transactions from pitches to execution
Leading day‑to‑day delivery of identified strategic initiatives
Preparing materials and analysis for internal and external senior stakeholders
Identifying and designing platform enhancements across client acquisition, investing, operations, and project management
Other required skills/experience
Bachelor’s degree or equivalent in Mathematics, Economics, Finance, or related quantitative field
Significant strategy, banking, asset management, or other relevant experience
Experience leading discussions, with excellent verbal and written communication skills
Experience leading and multi‑tasking across internal and external projects in a fast‑paced environment
Experience with buy‑side transactions, due‑diligence, and process execution
Experience building / maintaining models, industry / company / benchmarking materials, and other process documents
Detail‑oriented and meticulous, with strong quantitative and analytical skills
Intelligent, creative, with strong problem‑solving abilities
Strong understanding of portfolio investment metrics and characteristics (including that of multi‑asset and liability‑hedging portfolios)
Expert in Excel and PowerPoint, including creating and providing detailed review of bespoke data analysis and presentations
Salary Range The expected base salary for this New York, New York, United States‑based position is $100000-$170000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end.
Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally availableto active, non‑tem‑porary, full‑time and part‑time US employees who work at least 20 hours per week, can be found here .
Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer.
#J-18808-Ljbffr