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
- 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
- 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
- ...box? We are seeking a Vice President based in Dallas to report to the COO of Wealth Solutions and partner with... ...OUR IMPACT Wealth Management Across Wealth Management... ...Sachs helps empower clients and customers around... ...analytical, problem‑solving, quantitative, communication,...AssetFull timeTemporary workWork experience placementWork at office
$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- ...member of the COE Management Team, plays a major... ...to help their clients through the onboarding... ...of the Private Wealth Management industry... ...skills. OUR IMPACT Asset & Wealth... ...provides digital solutions for customers to better... ...Boston, Chicago, Dallas, Denver, Detroit,...Asset
- ...philanthropic interest of clients, offering... ...and Grants Managers provides... ...philanthropic portfolios, ensuring alignment... ...innovative financial solutions to millions of... ...processing and asset management. We... ...or forfeitable equity, awarded in... ...Morgan Asset & Wealth Management delivers...Employment EquityAssetLocal area
- 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
- ...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
- 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
- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...Asset
- Goldman Sachs Asset... ..., we provide clients around the world... ...plans, sovereign wealth funds, insurance... ...suite of digital solutions to help our... ...Asset & Wealth Management makes tax credit equity investments,... ...workforce housing portfolios. UIG has... ...to join our Dallas team within Real...Employment EquityAssetContract workWork at office
- The J.P. Morgan Wealth Management (USWM)... ...00 billion in Assets Under Management... ...offices.As an Vice President, Investment Product... ...as investment solutions and work... ...strengthening client satisfaction,... ...understand complex portfolio data, and verbalize... ...forfeitable equity, awarded in...Employment EquityAssetWork at officeRemote workFlexible hoursNight shift
- ...philanthropic interest of clients, offering... ...and Grants Managers provides... ...philanthropic portfolios, ensuring alignment... ...innovative financial solutions to millions of... ...processing and asset management. We... ...or forfeitable equity, awarded in... ...Morgan Asset & Wealth Management delivers...Employment EquityAssetLocal area
- # Vice President, Real Estate Valuation and... .../ vp jobs in Dallas, United States... ...innovative, integrated solutions across mergers... ...real estate assets. The seasoned... ...real estate portfolios, and... ...assignments for private equity clients, financial... ...engagements, managing junior staff,...Employment EquityAssetFull time
- ...Vice President, Brand Strategy (DTC)... ...Industry Management Consulting... ...Specialties asset investment... ...health equity advanced... ...optimization portfolio strategy... ...inspire trust in clients, act as a... ...and quantitative research projects... ...and offer solutions to ensure...Employment EquityAsset
$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$109.25k - $170k
...N Akard St, Dallas, TX, 75201,... ...is seeking a Vice President, based in Dallas... ...portfolio that advances... ...objectives, managing a grant portfolio... ...the firm’s assets and tools Lead... ...innovative financial solutions to millions... ...government clients under the J.... ...forfeitable equity, awarded in...Employment EquityAssetFull timeWork experience placementFlexible hours- ...independent private asset cloud-based... ...consulting solutions firm that... ...) and fund managers (GPs) to get... ...a highly quantitative and qualitative... ...for our clients. If you are... ...The Private Equity Client Relationship... ...-quality portfolio insights... ...a downtown Dallas office with...Employment EquityAssetFull timeCasual workWork at office
$50k
...provides our clients an important... ...and risk management products and... ...include debt and equity financing,... ...Wealth Management is... ...products and solutions. This is a demanding... ...Wealth and Asset Management industry... ...of a portfolio of initiatives... ...States : Texas : Dallas Benefits...Employment EquityAssetContract workWork experience placementLocal areaFlexible hours$120k
...Analyst Program - Dallas, LP-led... ...leading private equity sponsors and institutional... ...(ii) sales of portfolios of private assets, (iii) seeded... ..., and (iv) management team spin-outs. PCA's clients include... ...on liquidity solutions, including university... ...and provides wealth and investment...Employment EquityAssetSummer workInternshipLocal area- ...career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... ...alternatives including private equity, growth equity,... ...Clients access these solutions through direct strategies... ...Alternatives Portfolio Management Group is dedicated...Employment EquityAsset
$290k - $320k
Vice President, Quality and Commissioning (Dallas, Tulsa or Kansas City) Remote... ...assets, focused on delivering... ...reliable power solutions and enable long... ...Beale's global portfolio. This role is... ...Commissioning Managers to meet Beale'... ...for hyperscale clients’ technical teams...AssetLocal areaRemote workShift work- ...show our commitment to clients, shareholders, and... ...QUALIFICATIONSGoldman Sachs Asset Management (GSAM) is looking for... ...and model delivery portfolios distributed through broker... ...within the Asset and Wealth (AWM) legal team and... ...in the public markets (equity and debt as well as...Employment EquityAssetShift work
- ...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
$135k - $165k
...integrated solutions across mergers... ...help our clients achieve their... ...Advisory Industry Portfolio Valuation... ..., private equity funds, banks... ...work on a wealth of projects... ...structured products, asset-backed loans... ...’ senior management and boards... ...Performing quantitative and...Employment EquityAssetWork experience placementWork at officeWorldwide$150k - $285k
About Strategic Equity Solutions / Restricted Stock Group Strategic Equity... ...advice and execution for clients with large, concentrated... ...expert responsible for advising Wealth Management teams and clients on U.S.... .... Base Pay/Salary Dallas,TX $150,000.00 - $285,000.0...Employment Equity- ...division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...allow us to customize solutions tailored to clients’... ...processing and asset management. We offer... ...cash and/or forfeitable equity, awarded in recognition of...Employment EquityAssetWork at officeLocal area
- Asset & Wealth Management Divisional Overview A career with Goldman Sachs Asset... ...is an opportunity to help clients across the globe realize their... ...Risk Analysis & Reporting Quantitative Analysis: Develop and... ...ETFs, hedge funds, private equity, wealth advisory practices)...Employment EquityAssetPrivate practiceWork at office
- ...Advisor Enablement Associate / Vice President will support the delivery... ...initiatives across Private Wealth Management. This role serves as a key... ...Sachs helps empower clients and customers around the world... ...business provides digital solutions for customers to better spend...AssetWork at office
$70k - $120k
...brokerage and wealth management platform that'... ...Premier Client Service Specialist... ...Office Location: Dallas, TX or Jersey... ...and Hong Kong equities. Drive client... ...retention and asset growth by... ...presenting tailored solutions to preserve... ...understanding of client portfolios and risk...Employment EquityAssetContract workWork at officeLocal area
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