Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Associate

Goldman Sachs • New York, NY

298d • $100,000 - $170,000

About The Position

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 $3 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. Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. As an Associate on our Client Portfolio Manager (CPM) team within Fixed Income Solutions, you will drive client engagement, marketing, and product development for our custom fixed income SMA strategies. Collaborating with portfolio managers, traders, salespeople, and financial advisors, you will create tailored taxable and tax-exempt solutions, deliver market insights, develop marketing content, and provide exceptional client service. This role demands a detail-oriented team-player with strong internal skills and the ability to thrive in a fast-paced environment. The candidate should be highly organized with the ability to multi-task and produce deliverables under competing deadlines. The candidate should be passionate about markets, capable of learning new concepts, comfortable speaking to financial advisors, and excited to join an established, high-growth business.

Requirements

• 3-5 years of experience in the financial services industry, preferably with a focus on fixed income portfolio management or client service.
• Strong understanding of fixed income markets, including taxable and municipal bonds, and SMA structures.
• Excellent verbal, presentation, and written communication skills.
• Exceptional PowerPoint skills, with the ability to create visually appealing and informative presentations.
• Proficiency in Microsoft Excel and other data analysis tools.
• Self-motivated, well-organized, and detail-oriented.
• Strong analytical and problem-solving skills.
• Ability to learn and retain new concepts and adapt to changing market conditions.
• FINRA Series 7 and 63 licenses (preferred).

Responsibilities

• Develop and maintain a comprehensive understanding of GSAM's Fixed Income Solutions investment strategies, portfolio construction methodologies, and performance attribution.
• Act as a primary point of contact for sales teams, financial advisors, and retail clients, promptly addressing inquiries related to portfolio positioning, performance, market outlook, and product platform.
• Develop and maintain compelling marketing materials, including pitchbooks, presentations, commentaries, and website content.
• Support senior sales leaders in presenting our SMA strategies to prospective clients, clearly articulating our investment philosophy, process, and performance track record.
• Continuously monitor and analyze fixed income markets, economic indicators, and competitor strategies to identify opportunities and inform portfolio positioning.
• Prepare and deliver timely and accurate client-specific portfolio reviews and performance reports.
• Collaborate with portfolio managers, strategists, and engineers on various team-related strategic projects.
• Educate internal and external audiences on our focused SMA products.
• Develop strong working relationships across our business.

Benefits

• Competitive salary range of $100,000 - $170,000.
• Discretionary bonus eligibility.
• Comprehensive benefits and wellness offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities