Goldman Sachs
Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds Team, Ass
Goldman Sachs, New York, New York, us, 10261
Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds Team, Associate - New York
Goldman Sachs
is recruiting an Associate for the Exchange Funds team in New York. The role involves portfolio management, client engagement, and operational design to support tax‑efficient diversification solutions for high net‑worth clients.
Job Summary & Responsibilities
Develop product knowledge of exchange funds and underlying structuring rules and regulations.
Engage with clients, advisors and distribution platforms to understand their specific needs and provide tax‑aware solutions.
Participate in product innovation, structuring and designing new product offerings.
Create marketing materials and bespoke client studies.
Assist sales with fund‑specific inquiries to deliver commercial outcomes.
Work with Engineering teams to design portfolio management algorithms and investment processes to support business.
Build an understanding of the interaction of private and public assets within fund.
Work closely with the lead portfolio manager to manage client onboarding.
Responsible for regular fund maintenance (risk monitoring, credit facility servicing, etc.).
Liaise with engineering teams to execute strategic roadmap for delivering a digital experience for clients.
Basic Qualifications
3-7 years of asset management or wealth management experience.
Strong analytical and problem‑solving skills with strong attention to detail.
Experience with quantitative techniques and investment strategies preferred.
Experience supporting exchange funds and/or evaluating client portfolios and tax considerations a plus.
Strong interest in capital markets, asset management, and understanding of traditional and alternative asset classes.
Risk management and control orientation.
Team player, self‑motivated; able to work in an autonomous, yet collaborative environment.
Well organized, proactive, decisive, and willing to take on more responsibility, with the ability to manage multiple tasks in a fast‑paced environment.
Creative, with good problem‑solving abilities.
Excellent communication and writing skills.
Ability to interact and build relationships 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 the communities we serve to grow. We are a leading global investment banking and investment management firm headquartered in New York.
Goldman Sachs is an equal opportunity employer and complies with applicable non‑discrimination laws.
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is recruiting an Associate for the Exchange Funds team in New York. The role involves portfolio management, client engagement, and operational design to support tax‑efficient diversification solutions for high net‑worth clients.
Job Summary & Responsibilities
Develop product knowledge of exchange funds and underlying structuring rules and regulations.
Engage with clients, advisors and distribution platforms to understand their specific needs and provide tax‑aware solutions.
Participate in product innovation, structuring and designing new product offerings.
Create marketing materials and bespoke client studies.
Assist sales with fund‑specific inquiries to deliver commercial outcomes.
Work with Engineering teams to design portfolio management algorithms and investment processes to support business.
Build an understanding of the interaction of private and public assets within fund.
Work closely with the lead portfolio manager to manage client onboarding.
Responsible for regular fund maintenance (risk monitoring, credit facility servicing, etc.).
Liaise with engineering teams to execute strategic roadmap for delivering a digital experience for clients.
Basic Qualifications
3-7 years of asset management or wealth management experience.
Strong analytical and problem‑solving skills with strong attention to detail.
Experience with quantitative techniques and investment strategies preferred.
Experience supporting exchange funds and/or evaluating client portfolios and tax considerations a plus.
Strong interest in capital markets, asset management, and understanding of traditional and alternative asset classes.
Risk management and control orientation.
Team player, self‑motivated; able to work in an autonomous, yet collaborative environment.
Well organized, proactive, decisive, and willing to take on more responsibility, with the ability to manage multiple tasks in a fast‑paced environment.
Creative, with good problem‑solving abilities.
Excellent communication and writing skills.
Ability to interact and build relationships 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 the communities we serve to grow. We are a leading global investment banking and investment management firm headquartered in New York.
Goldman Sachs is an equal opportunity employer and complies with applicable non‑discrimination laws.
#J-18808-Ljbffr