Asset & Wealth Management, Fixed Income - Client Portfolio Management, Analyst
$70k - $125kGoldman Sachs, Inc.
Job Description As an Analyst on our Client Portfolio Manager (CPM) team within Fixed Income, you will be a key driver of client engagement, marketing, and product development for our fixed income strategies. Collaborating with portfolio managers, traders, salespeople, and financial advisors, you will lead the commercial impact of taxable and tax-exempt solutions, deliver insightful market perspectives, develop impactful marketing content, and ensure exceptional client service. This role demands a highly organized, detail-oriented team-player with excellent interpersonal skills and the proven ability to thrive in a fast-paced, dynamic environment. You should be passionate about the markets, capable of mastering new concepts quickly, comfortable engaging with financial advisors and clients, and excited to join an established business. Responsibilities Subject Matter Expertise & Leadership: Serve as a subject matter expert on GSAM's Fixed Income Solutions investment strategies. Demonstrate a deep understanding of the competitive landscape and market trends. Client Communication & Relationship Management: Act as a point of contact for sales teams and financial advisors, proactively addressing inquiries related to portfolio positioning, performance, market outlook, and product platform. Marketing & Content Strategy: Assist with the development and execution of compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Drive the creation of thematic content that highlights our investment expertise and differentiates our Fixed Income strategies. Sales Leadership & Client Acquisition: Partner with senior sales leaders to present our Fixed Income strategies to prospective clients, effectively articulating our investment philosophy, process, and performance track record. Assist with client meetings, conference calls, and due diligence sessions. Market Intelligence & Investment Strategy: Continuously monitor and analyze fixed income markets, economic indicators, and competitor strategies to identify opportunities and inform portfolio positioning. Contribute to the development of investment insights and market commentary and provide input on investment strategy. Collaboration & Strategic Initiatives: Collaborate with portfolio managers, strategists, and engineers on various team-related strategic projects, including product development, platform enhancements, and process optimization. Lead strategic initiatives to enhance the growth and efficiency of the Fixed Income platform. Education & Training: Educate internal and external audiences on our focused products, providing training and support to enhance their understanding of our investment strategies. Product Development & Market Research: Work with the investment team to identify product development opportunities that align with market trends and client needs. Conduct competitive analyses, peer group analyses, and overall market research to inform product development and marketing strategies. Qualifications 1 to 3 years of experience in the financial services industry, preferably with a strong focus on fixed income. In-depth understanding of fixed income markets, including taxable and municipal bonds. Exceptional verbal, presentation, and written communication skills, with the ability to effectively communicate complex investment concepts to diverse audiences, including senior management and clients. Expert PowerPoint skills, with the ability to create visually appealing and informative presentations that effectively convey complex information. Advanced proficiency in Microsoft Excel and other data analysis tools. Highly self-motivated, well-organized, and detail-oriented, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment. Strong analytical and problem-solving skills, with the ability to identify and resolve complex issues. Ability to learn and retain new concepts and adapt to changing market conditions. FINRA Series 7 and 63 licenses (required). Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $70000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. #J-18808-Ljbffr Goldman Sachs, Inc.
$100k - $230k
Job Description Asset & Wealth Management A career with Goldman Sachs Asset... ...is an opportunity to help clients across the globe realize their... ...that make sense for their portfolios Thought Leaders,... ...their financial goals The Fixed Income team manages over $1.7 trillion...AssetFull timeTemporary workPart timeWork experience placement- Goldman Sachs Asset Management’s Fixed Income team in Chicago seeks a Client Portfolio Manager to act as the commercial catalyst for our fixed income platform. You will translate strategy, risk, and performance into compelling narratives that win mandates and grow assets...Asset
$70k - $125k
Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover... ...analytics, and product information Contribute to portfolio implementation discussions by developing analysis...AssetFull timeTemporary workPart time$137.4k - $233.6k
...global leader in innovative wealth management, asset servicing, asset... ...and to provide to our clients and the communities we... ...with our clients.Global Fixed IncomeOur research and portfolio management teams are fully... ...within NTAM’s taxable fixed income team, working...AssetFull timeH1bWorldwideFlexible hours$82.8k - $165.6k
...individual to join our Investment Fixed Income Manager Research Team at Mercer.... ...access to a wide variety of asset managers via participation... ...and/or lead interviews with portfolio management teams and business... ...to generate value for our clients Thrive and be motivated by...AssetMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$165.3k - $209k
...Global Partnership.As the Manager, PWM Fixed Income you will be a central... ...team within Private Wealth Management. You will... ...and institutional clients. You will leverage your... ...guidance, enhance portfolio performance, and ensure... ...is aligned with asset allocation guidelines...AssetTemporary work- ...Foundation's investment team seeks an Analyst to join the Absolute Return/Fixed Income unit in Chicago. You will support portfolio analytics, manager due diligence, and weekly investment discussions... ...collaborating with colleagues across asset classes in a demanding, professional...Asset
$70k - $100k
...Finance Analyst A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As... ...advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,...AssetFull timeTemporary workPart time$100k - $230k
...Impact A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...all major asset classes (e.g., fixed income, equities and alternatives) and... ...driving growth in our Model Portfolio business. The scope of the role...AssetFull timeTemporary workPart time$97.87k - $161.58k
The Department The Portfolio Management Group manages 140 ETFs with AUM totaling... ...near future. The Role The Analyst works closely with... ...respond to inquiries from clients Job Knowledge, Experience Skills... ...3-5 years of experience in fixed income or derivatives portfolio management...Full timeWork experience placementWork at officeFlexible hoursNight shift$70k - $100k
Asset & Wealth Management, Public, Finance Analyst - Wheaton, IL Job Description A career with Goldman Sachs Asset Management (GSAM) 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...AssetFull timeTemporary workPart timeWork at office- ...Job Title Internal Client Advisor Job... ...financial services firm with assets of more than $2.7... ...segments including Asset & Wealth Management, Corporate and... ...including equities, fixed income, alternatives, multi-... ...construct investment portfolios Provide specific investment...Asset
$60k - $96k
...Investment Management SpecialistMerrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients... ...the development of portfolio analysis and expertise in... ...profiles, goals, objectives and asset allocations are aligned and...AssetWork at officeWork from homeDay shift- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors... ...has ~$600 billion in Assets Under Management and ~5,000... ...development, strengthening client satisfaction, and building deep... ...to understand complex portfolio data, and verbalize the message...AssetWork at officeRemote workFlexible hoursNight shift
- ...class experience to clients.GIO is an... ...investment ideas across asset classes and markets... ...offices, hedge fund managers and clients... ...investment committees in portfolio reviews and... ...entire spectrum of Wealth Management open architecture... ...including Fixed Income, Equities, Alternatives...Asset
- ...first-class experience to clients.The J.P. Morgan... ...investment committees in portfolio reviews and investment... ...objectives and long term asset allocations. The... ...the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities, Alternatives...AssetWork at office
$70k - $100k
Asset & Wealth Management: Product Marketing Analyst 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...AssetFull timeTemporary workPart timeInternship$80.8k - $133.4k
...Trust As a global leader in innovative wealth management, asset servicing, asset management and... ...call partners, and to provide to our clients and the communities we serve worldwide... ...support as necessary. Review client portfolios daily and identify issues based upon...AssetWork experience placementH1bWork at officeWorldwideFlexible hours- PNC Wealth Management is seeking a Wealth Strategist based in Phoenix, AZ. The role develops tax, estate and financial planning strategies for clients, growing assets under management and expanding client relationships with guidance from senior team members. Successful...Asset
- ...500 company located in Chicago, is looking for an experienced individual to join their team in a hybrid role focusing on Asset and Wealth Management. You will support audits, analyze risks, and collaborate with stakeholders to ensure compliance with Internal Audit standards...Asset
- ...Summer Analyst Program Our Summer Analyst Program is a nine to ten week summer internship... ...About the Division Asset & Wealth Management (AWM) offers students an unparalleled... ...committed to helping a diverse global client baseincluding mutual funds, hedge funds...AssetApprenticeshipSummer workSummer internship
- UBS in Chicago, IL is seeking a Senior Wealth Strategy Associate to support Wealth Management Americas. You will assist financial advisors in client conversations, develop asset allocation strategies, and help grow the business. The role requires 3-5 years in finance client...Asset
- Northern Trust is seeking a Fixed Income Portfolio Manager to lead multi-sector strategies within the taxable... ...credit valuation and securitized assets. You will independently contribute investment... ...fixed income staff and sophisticated clients. #J-18808-Ljbffr Northern Trust CorpAsset
- ...) in Chicago seeks a fixed income analyst eager to develop credit... ..., modeling, and portfolio analytics skills within... ...to assist portfolio managers, maintain financial models... ...monitoring across client portfolios. Strong Excel... .... #J-18808-Ljbffr CI SBH Asset ManagementAsset
$110k - $175k
Wilshire seeks a Client Solutions professional in Chicago to serve as the primary liaison for assigned clients across wealth and retirement channels. You’ll coordinate with internal teams... ...deep client relationships, growing assets, and ensuring compliance. Hybrid work...Asset- ...collaborate with a senior territory-based sales partner to develop a holistic strategy for a large advisor territory, service existing clients, identify new opportunities, and spend most of your time on the phone building relationships with advisors. Successful candidates...Asset
- ...Risk Management Intern Join our team of industry experts to manage risk... ...to innovate products for our clients. You'll receive training, mentorship... ...: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates,...AssetSummer workInternshipWork at officeImmediate startVisa sponsorship
- Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own... ...Officers (CIOs), research analysts, portfolio managers, consultants, and advisors...Asset
$83.1k - $141.3k
...global leader in innovative wealth management, asset servicing, asset management... ..., and to provide to our clients and the communities we serve... ...exceptional service. The Senior Analyst will be responsible for... ...reporting with a focus on the BU income statement, relevant carve-...AssetFull timeH1bWork at officeWork from homeWorldwideFlexible hours- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs... ...has extensive experience in wealth management and effectively introduces appropriate... ...to serve their needs Generate new assets under management through a focused...Asset
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management, Fixed Income - Client Portfolio Management, Analyst. Be the first to apply!
- investment officer Chicago, IL
- investment analyst Chicago, IL
- senior investment analyst Chicago, IL
- portfolio analyst Chicago, IL
- investment specialist Chicago, IL
- investment banking analyst Chicago, IL
- remote senior business analyst Chicago, IL
- senior business analyst Chicago, IL
- business strategy analyst Chicago, IL
- business analyst part time remote Chicago, IL

