Asset & Wealth Management, CSG, Americas Third Party Wealth, National Accounts Analyst

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

 

Our Impact

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.

CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments. 

The National Accounts team is part of Goldman Sachs Asset Management (GSAM) Americas Third Party Wealth (TPW) Business and responsible for leading the business development strategy for third party wealth management clients.  

 

How You Will Fulfill Your Potential

Examples of responsibilities are listed below:

• Support senior sales professionals with business development efforts
• Execute on marketing campaigns to drive sales into focus products (mutual funds, ETFs, alternatives investments)
• Manage marketing review process with internal and external clients
• Handle all logistics related to advisor conferences and client meetings
• Create compliance-approved presentations for client meetings
• Send weekly email to sales force highlighting commercial opportunities
• Manage content inventory on IPAD and intranet site for sales team
• Triage client service issues
• Assist with client events
• Field questions from the sales force
• Manage all project tracker spreadsheets with lists of critical action items
• Be a subject matter expert on tools used by sales force
• Assist with sales reporting as needed

 

Basic Qualifications:

• Bachelor’s degree and strong academic background
• Strong interest in sales, marketing and the financial markets
• Excellent verbal communication
• Ability to multitask and prioritize
• Ability to work in a fast paced environment that is extremely dynamic
• Strong time management skills
• Keen attention to detail

Preferred Qualifications

• Experience in asset or wealth management preferred but not required
• Willingness to learn new businesses and take on new tasks
• Strong Excel and PowerPoint skills
• Series 7 and 63 registration preferred or obtained within 3 months

 

Salary Range 
The expected base salary for this New York, New York, United States-based position is $90000-$125000. 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 available