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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

Vacancy posted a month ago
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