Asset & Wealth Management, CSCM, Client Portfolio Analyst (Stable Value)

YOUR IMPACT

We are seeking a highly motivated team player for an analyst role within the Retirement Solutions business of Client Solutions and Capital Markets (CSCM), which is part of our broader Goldman Sachs Asset Management (GSAM) business within the Asset and Wealth Management Division (AWM) of Goldman Sachs.  In this role, you will support the day-to-day needs of the CSCM distribution team to generate new business and retain existing client assets. 

OUR IMPACT

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 CSCM 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.   

The Stable Value Team manages existing stable value client relationships, including engaging with their investment consultants, and develops new stable value business opportunities primarily for U.S. defined contribution plans. These plans are retirement savings vehicles for employees of corporations and government entities (i.e. 401(k) and 457 plans). There are currently two Client Portfolio Managers (CPMs) and one Client Portfolio Associate (CPA) in the CSCM Stable Value business who meet regularly with prospects and investment consultants to develop new business opportunities and also serve as the primary contacts for their respective stable value clients.  Each CPM/CPA is responsible for coordinating, developing and delivering regular portfolio review presentations with their existing stable value clients, and working with Portfolio Managers (PMs) to ensure the client’s objectives are being met through appropriate portfolio construction. 

HOW YOU WILL FULFILL YOUR POTENTIAL

• Work closely with senior/junior team members to prepare investment presentations for existing client portfolio review meetings as well as materials for new business presentations
• Build and manage an industry knowledge base on the defined contribution and stable value markets, while researching new business opportunities and staying current on industry publications and newspapers, client web sites, conference materials, consultant and other databases, etc.
• Respond to informational requests from various sources including clients, prospects and consultants. These requests may include: requests for proposals (RFPs) and requests for information (RFIs), consultant requests, and client inquiries and updates
• Work closely with senior/junior team members to manage, enhance and develop existing client relationships and ensure all client needs are met
• Maintain client information regarding contacts, meeting notes and opportunities utilizing Salesforce
• Coordinate routine updates of quarterly presentations and marketing materials that may include the following:
  • GSAM Stable Value Update Presentation
  • Stable Value 101 Presentation
  • Goldman Sachs Stable Value Collective Trust Fund Fact Sheet and Presentation
  • eVestment Universe Charts
• Coordinate submission of all SEAL (internal compliance approval system) for CSCM Stable Value materials (investment review books, new business presentations, RFPs, and other marketing materials)
• Conduct ad hoc marketing and sales efforts for Stable Value Team
• Coordinate with key stakeholders across AWM Portfolio Management, Consultant Relations, Operations, Compliance, Legal, Technology and Marketing with a common goal of ensuring clients’ needs are met

SKILLS & EXPERIENCE WE’RE LOOKING FOR 

• Bachelor's degree, business or finance related studies preferred
• 0 -3 years of work experience at an asset management firm or other financial services organization
• Basic knowledge of, and passion for, the asset management business and in particular the fixed income asset class
• Strong proficiency in MS Office (Outlook, Excel, Powerpoint and Word)
• Highly organized with exceptional attention to detail 
• Positive attitude and strong work ethic
• Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialogue and interactions, and collaborate well with others to meet client needs
• Strong written and oral communication skills