Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President (Dallas)
Goldman Sachs
OverviewGoldman 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, sales people, 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 approachServe as a product expert on QES investment strategies to both internal and external clients of the Division and FirmAddress internal and external client questions on QES investment capabilitiesCreate marketing materials, thought leadership and content with a focus on education of QES investment capabilities as solutions and the broader industry landscapeCreate custom client proposals that use our investment products individually or combination to meet individual investor goalsDrive commercial outcomes through client engagement including client meetings Conduct competitive analyses, peer group analyses and overall market researchDevelop 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 collateralQualifications:5+ years of relevant work experienceExcellent verbal, presentation and written communication skillsStrong PowerPoint and Excel skills Outstanding attention to detailThrives in a team-oriented and collaborative environmentExperience in a client facing role working with financial advisors and HNW clients preferredStrong financial, statistical and investment knowledge and interestStrong technical and quantitative skills or willingness to learnStrong industry knowledge and commercial instinctStrong familiarity with various investment structures and instruments including separate accounts, ETFs, and/or optionsProactive, organized and results drivenAbility to work in a fast-paced environment and think clearly under pressureCreativity, specifically in story telling and content creationStrong problem-solving skillsPosting Date: 2026-07-21
- Your ImpactThe Asset Management Division is made up of... ...world-class investment solutions to the firm’s clients. A career with... ...pension plans, sovereign wealth funds, insurance... ...onboarding, portfolio accounting, cash management... ..., which include equities, fixed income, currency...Employment EquityAsset
- Goldman Sachs Asset Management’s Quantitative Equity Solutions (QES) team oversees over $300BN across 65,000+ customized portfolios and fund solutions. The role serves as a product expert, collaborating... ...to design solutions and develop client-focused proposals and marketing...Employment EquityAsset
- ...box? We are seeking a Vice President based in Dallas to report to the COO of Wealth Solutions and partner with... ...growth.OUR IMPACTWealth Management Across Wealth... ...Sachs helps empower clients and customers around... ...analytical, problem-solving, quantitative, communication,...AssetWork experience placement
$180k - $200k
...AdvisoryIndustry:Portfolio Valuation... ...innovative, integrated solutions across mergers... ...that help our clients achieve their... ..., private equity funds, direct... ..., among other asset managers, and we advise... ...is for a Vice President based in the New York or Dallas office who will...Employment EquityAssetFull timeWork at officeWorldwide- ...TreasuryCorporate Treasury manages the firm’s... ...and return on equity through... ...allocation, asset liability management... ...and liquidity portfolio management.... ...with strong quantitative analysis... ...risk-modeling solutions to maintain a... ...ideas to help our clients, shareholders...Employment EquityAsset
- ...working, organized and client‑friendly... ...partnerships with Private Wealth Advisors (PWAs)... ...opportunities across asset classes and deal... ...and growth equity, venture capital,... ...Investment Banking, Asset Management, Alternatives and... ...holistic, client‑centric solutions Communicate...Employment EquityAsset
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- ABOUT ASSET & WEALTH MANAGEMENTGoldman Sachs’ Asset & Wealth Management Division (AWM) is one of the world’s... ...investment and advisory solutions, with strategies... ...geographies. AWM helps it’s clients navigate today’s... ...opportunities that shape their portfolios and long-term...Asset
- Associate or Vice President Divisional... ...charged with managing the firm’s credit... ...of private equity fund and... ...using both quantitative and qualitative... ...in the portfolio on an ongoing... ...manage the asset secured loan... ...analytical skills.Client and Business... ...alternative solutions and...Employment EquityAsset
- ...Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...advisors and individuals. Portfolio Management Overview The... ...investment strategies, including private equity, private credit, infrastructure...Employment EquityAsset
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- Goldman Sachs’ Asset & Wealth Management Division (AWM) is one of the world’s... ...with investment and advisory solutions, with strategies spanning... .... AWM helps it’s clients navigate today’s dynamic markets... ...opportunities that shape their portfolios and long-term investment...AssetFull timeTemporary workWork at office
- 2027 | Americas | Dallas Metro Area | Asset and Wealth Management Quantitative Strats | Summer Analyst About... ...investment management solutions across all major asset... ...and individual clients. Bringing together traditional... ...make sense for their portfolios Thought Leaders ,...AssetFull timeSummer workSummer internshipWork at office
$90k - $120k
...BRCityCharlotte, Dallas, Nashville, WeehawkenJob... ...with each client’s Investment Policy... ...within Workplace Wealth Solutions• develop a deep... ...within Global Wealth Management. WWS is a leading... ...of retirement, equity compensation, and... ...diversified asset management solutions...Employment EquityAssetFull timeFlexible hours- ...J.P. Morgan Asset & Wealth Management is a global leader... ...with client assets of $2.... ...Alternative Investment Solutions (GAIS) is... ..., private equity funds, private... ...and Mumbai. As Vice President - Alternative... ...team in Dallas, United States... ...diligence, and portfolio monitoring....Employment EquityAsset
- About Strategic Equity Solutions / Restricted Stock GroupStrategic Equity... ...advice and execution for clients with large, concentrated equity... ...responsible for advising Wealth Management teams and clients on U.S.... ...transaction processing and asset management. We offer a competitive...Employment EquityAsset
$85k - $125k
...AdvisoryIndustry:Portfolio Valuation... ...solutions across mergers... ...help our clients achieve their... ..., private equity funds,... ...work on a wealth of projects... ...products, asset-backed loans... ...’ senior management and boards... ...fiduciariesPerforming quantitative and... ...NY, USA; Dallas, TX,...Employment EquityAssetFull timeWork at officeWorldwide- ...range of treasury and cash management products to our corporate client base. Transaction Banking... ...and enhance the firm's assets and reputation. For every... ...Bengaluru, London, New York, and Dallas. All our offices work... ...service, control and solution orientated as we roll out...AssetWork at officeLocal area
- ...About the division Asset Management provides investment management solutions across all major... ...and individual clients. Bringing together... ...plans, sovereign wealth funds, insurance... ...sense for their portfolios Thought Leaders... ...and design. Our quantitative strategists are at...AssetSummer workSummer internship
- ...Associate / Vice President -... ...Firm Harbert Management Corporation... ...alternative assets, with approximately... ..., Growth Equity and Credit Solutions Strategies.... ...Charlotte, Dallas, Nashville,... ...sovereign wealth funds, insurance... ...This is a client-facing role... ..., portfolios, performance...Employment EquityAsset
- Client Reporting Analyst - Dallas Role Summary Delta Capita is seeking... ...leading global asset management business, based... ...and wealth management mandates... ...working closely with portfolio management,... ...products (equities, fixed income,... ...and technology solutions provider with a...Employment EquityAssetWork at officeImmediate startFlexible hours3 days per week
- ...measure risk and to implement quantitative and technical risk modelling solutions. Successful Strats are... ..., collateral firm and client inventory, and loans and... ...such as risk managers, senior management and regulators... ...financial markets, financial assets and liquidity risk...Asset
- Job Description Asset & Wealth Management A career with Goldman... ...opportunity to help clients across the globe realize... ...’s Liquidity Solutions business has been managing... ...funds, private equity funds, retail clients... ...insights by analyzing quantitative analytics and qualitative...Employment EquityAsset
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- ...Overview sitemap_outline CORPORATE TITLE Vice President language OFFICE LOCATION(S) Dallas account_balance DIVISION Asset & Wealth Management Job Duties:Vice President, Software... ...recommend innovative solutions to enhance our data platform.Design, implement...AssetFull timeTemporary workWork at office
- ..., clearing, and risk management solutions to hedge funds, institutional... ...-dealers across equities, fixed income,... ...professionals at these clients managing client relationships... ..., delivering cross-asset solutions, and... ...hedge fund clients and portfolio financing strategies,...Employment EquityAsset
- Wealth Management Goldman Sachs Personal Wealth (PW)... ...of tax‑efficient solutions, philanthropic planning... ...by monitoring portfolio holdings,... ...They also manage client onboarding, fraud... ...: Design bespoke asset allocation proposals... ...execution across equities, options, fixed income...Employment EquityAssetTemporary workWork at officeWorldwide
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating... .... PWM Teams work one-on-one with clients to advise and deliver customized strategies... ...solving and developing innovative solutions for clientsSelf-motivated and able to work...Asset
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