CIMD, Global Portfolio Solutions, Performance Measurement and Analytics, Associate/VP - Salt Lake...

Goldman Sachs USA
Salt Lake City, UT, USA
Mar 05, 2019
Mar 07, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
MORE ABOUT THIS JOB Consumer and Investment Management (CIMD)
The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.

Global Portfolio Solutions (GPS) designs and develops multi-asset investment management solutions that are customized to meet our clients' unique objectives. These solutions offer a tailored menu of strategies and services, including markets expertise, asset allocation and risk management. GPS is a committed partner to corporate pensions, nonprofits, government institutions, sovereign wealth funds, and financial institutions, and currently manages over $109 billion in assets for a diverse group of clients globally. The team has been constructing and managing multi-asset class portfolios and is comprised of more than 130 professionals across the Americas, Europe, and Asia.

The GPS Client Analytics and Reporting team is focused on developing and interpreting investment portfolio analytics which are utilized in Investment Committee meetings as well as external client materials. The GPS Client Analytics and Reporting team partners with distribution channels to help win and retain institutional and individual clients through marketing content and external branding, strategy updates, and performance reporting and interpretation. The team has a strong focus on developing analytics to provide a comprehensive content suite that strengthens and supports these branding and client relationship efforts. Specifically, the role focuses on producing client reports, analysis of client performance and risk, facilitating requests for marketing materials, data integrity validation, and strategic projects.

  • Performance Analytics - Work with various data sources to measure investment performance and quantify portfolio manager investment decisions. Participate in portfolio manager meetings to interpret investment success or pitfalls
  • Technical skills - Working knowledge of various performance methodologies / analytics (i.e. attribution, benchmarking, tracking error, and risk decomposition)
  • Product Knowledge - Develop understanding of Global Portfolio Solutions portfolio implementation, asset allocation and tactical tilt solutions
  • Investment diligence - Collaborate with internal business groups, internal operations teams, external managers and custodian banks to validate data integrity
  • Project Management - Work closely with senior portfolio managers on various projects, including assisting with bespoke client requests and client review meetings
  • Digital Strategy - Work with Strats and technology team to build out digital strategy for client portal reviewing portfolio details and analytics
  • Manage day to day team
  • Oversee client deliverables
  • Oversee team productivity
  • Mentor junior staff and provide technical assistance as needed

  • Must have performance measurement and multi-asset class product knowledge
  • 4-6 years of relevant work experience
  • Strong analytical and quantitative skills
  • Acute attention to detail
  • Interest in the financial services industry and desire to build knowledge of portfolio management and the markets
  • Excellent communication skills (including writing, verbal, and presentation)
  • Ability to work well in a fast paced team environment
  • Ability to present and describe analytics to clients
  • Highly organized; attention to detail and excellent follow-through required
  • Managerial experience a plus
  • Proficiency in PowerPoint, Excel, and Word
  • CIPM and/or CFA certification or track a plus
  • Familiarity with the Global Investment Performance Standards (GIPS) is a plus