Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President - London location_on London, Greater London, England, United Kingdom

Overview:

Goldman Sachs Asset Management’s Quantitative Equity Solutions (QES) team oversees over $300BN across 65,000+ customized portfolios and a range of fund solutions. The QES team delivers bespoke investment solutions to High Net Worth, Institutional and Retail clients. As a focal point for one of the division’s key priority initiatives, the team operates in an entrepreneurial environment but with the resources of a large organization. A core focus for the team is designing cutting edge investment strategies and that are capable of transforming the asset management industry. We design and employ highly scalable portfolio management systems to create equity based strategies including customized direct indexing separate accounts, derivative income ETFs, and exchanges funds. Our solutions are designed to meet individual client objectives such as tax advantaged investing, income, management of wealth concentration and values alignment.

Our team of client portfolio managers works closely with portfolios managers, financial advisors, salespeople, and end investors to understand client needs and design custom investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy, develop thought leadership and marketing materials, and establish and execute on business strategy. Responsibilities also include collaborating on new investment strategies and digital tools we are developing. Our team is energized by leveraging technology to create scale and customization across our entire business and deliver an excellent client experience with industry leading investment solutions and performance. Our team operates in a fast paced environment that welcomes individuals who have a background and demonstrated interest in portfolio management and client collaboration to drive progress.

Job Responsibilities:

• Learn and understand QES investment strategies and portfolio management approach with focus on direct indexing and tax aware equity investing
• Drive commercial outcomes through client engagement, including meetings with private wealth advisors and end clients
• Serve as a product expert on QES investment strategies and serve as primary point of contact for advisor and client questions
• Educate advisors and clients on QES investment strategies with focus on direct indexing and tax aware investing
• Identify and execute on strategic initiatives to maximize commercial outcomes of QES investment products
• Drive go to market execution for new QES investment products including tax aware equity strategies across the UK and Europe
• Create and deliver custom client proposals that use QES investment products to meet individual investor goals
• Educate internal and external groups on focused products and investment capabilities
• Synthesize advisor and client feedback and work with QES team to develop, enhance and execute on go to market strategy for UK and Europe
• Partner with portfolio management team to identify and design new products
• Partner with digital product team to identify and design digital tools that enhance the client experience
• Conduct competitive analyses, peer group analyses and overall market research
• Create thought leadership and content on investment capabilities and industry landscape in collaboration with portfolio managers, salespeople, and marketing
• Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral

Qualifications:

• 5+ years of relevant work experience
• Experience in a client facing role working with financial advisors and (U)HNW clients
• Strong financial, statistical and investment knowledge and interest
• Excellent verbal, presentation and written communication skills
• Excellent technical and quantitative skills
• Strong ability to work independently with an entrepreneurial mindset
• Strong industry knowledge and commercial instinct
• Outstanding attention to detail
• Thrives in a team oriented and collaborative environment
• Proactive, organized and results driven
• Strong PowerPoint and Excel skills
• Ability to work in a fast paced environment and think clearly under pressure
• Creativity and problem solving skills
• Willingness to travel for client engagement opportunities

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short term disability, long term disability, life, accidental death, labor accident and business travel accident insurance.

Vacation Policy

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state of the art on site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre approved amount).

Child Care & Family Care

We offer on site child care centers that provide full time and emergency back up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

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