Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - New York

Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With more than $2 trillion in assets under supervision, our global platform delivers investment and advisory services across public and private markets for the world’s foremost institutions, financial advisors and individuals.

OUR IMPACT

Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investment objectives for clients.  These solutions bring together state-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary research and analytics conducted by the MAS team. With investment professionals across the globe, MAS invests or advises on assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, family offices, RIAs and other wealth advisors.

YOUR IMPACT

We are seeking a Vice President to serve as a Lead Portfolio Manager (LPM) for Goldman Sachs' Custom Model Portfolio business. This client-facing role combines deep portfolio construction expertise, strong knowledge of the retail asset management landscape, and commercial judgment in a high-growth, high-visibility area of the firm. The LPM will represent the GSAM custom models platform to RIA clients, partner with client CIOs and investment teams on portfolio design, and lead custom model portfolio construction efforts from pitch through launch. Once portfolios are live, the LPM will serve as the primary portfolio expert for recurring client engagement, delivering timely market updates, performance and attribution insights, and high-value portfolio content for financial advisors and their clients. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.

PRINCIPAL RESPONSIBILITIES:

Portfolio Design

·       Provide deep expertise on our approach to portfolio construction, asset allocation, and product selection across asset classes and product wrappers (ETF, MF, SMAs, alts)

·       Develop client relationships and win new custom model mandates through consultative engagement with the goal of understanding client investment needs and proposing appropriate portfolio solutions

·       Share MAS views on macro and markets, becoming an essential partner and key input to RIA investment teams

·       Partner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation

·       Serve as a GSAM custom models expert by delivering portfolio construction expertise, advisor education, and timely market insights in client meetings, webinars, and industry events, including RIA conferences

Client Engagement 

·       Drive commercial outcomes through client engagement, including client calls/meetings and creating and delivering client proposals 

·       Serve as the product expert and point of contact on GSAM custom models for clients and sales partners in the field

·       Partner with GSAM research teams, portfolio managers, sales specialists, and marketing to prepare model portfolio materials, including trade alerts, quarterly commentaries, CIO notes, and market-driven content

·       Develop deep understanding of industry landscape, trends and client business needs to tailor comprehensive solutions that deliver the best of Goldman at scale

·       Conduct competitive analyses and market research, keeping leadership apprised of notable developments

Investment Content and Thought Leadership

·       Represent the MAS custom models platform in client meetings from pitch to portfolio launch as well as in ongoing client servicing 

·       Partner with client CIOs and investment teams through due diligence on MAS and its investment process, lead custom model portfolio design efforts, and coordinate across portfolio management and sales teams to facilitate onboarding and sales activation

·       Lead client meetings as a custom models expert by delivering portfolio construction expertise, education, and timely market insights

·       Coordinate with portfolio management, research, sales, and marketing teams to ensure timely delivery of high-quality portfolio collateral and client-ready materials

·       Participate in industry and client events, such as RIA