Asset & Wealth Management Goldman Sachs Ayco, Portfolio Advisory Group, Associate, Newport Beach, CA

Overview

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets and the desire to work closely with Portfolio Managers and GS Ayco advisors? Our team members have direct visibility in GS Ayco as strategy/platform implementation experts and engage consistently with teams in regions of responsibility. The team is seeking an Associate or Vice President who has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and quantitative analysis are essential to maintaining and enhancing our business.

OUR IMPACT

At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design. Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals. The Portfolio Advisory Group (PAG) is responsible for helping advisors within Ayco win and retain business. PAG team members work with advisors to help them understand the attributes and risks of different investment strategies and construct client portfolios based on strategic and tactical views of the Investment Strategy Group (ISG). Responsibilities Participate in client and prospective client meetings with advisors to share ISG views and discuss portfolio implementation Attain direct visibility in GS Ayco as a strategy/platform implementation expert Engage with advisor teams in regions of responsibility Deliver thoughtful insight on ISG positioning to advisors and to PAG in team meetings Address specific advisor questions regarding product positioning, performance and attribution directly or using product teams as necessary Assist advisors in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments) Recommend to advisors implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints Prepare competitive analyses on various products using Morningstar X-Ray and in-house portfolio analysis tools Mentor new advisors and junior members of the team to help them develop advisory and commercial skills Skills & Experience We’re Looking For 5 to 8 years of investment experience Strong interpersonal skills and ability to work effectively with others Excellent attention to detail Demonstrable quantitative and qualitative analysis skills Demonstrable communication skills, both spoken and written Familiarity with investment management product offerings Active SIE, Series 7 and Series 66 required About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We’re committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruiting process. Learn more: Compensation & Benefits The expected base salary for this role in Newport Beach, CA United States based position is $75,000 to $160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. Job Information Job Identification 173948 Job Category Associate Posting Date 05/22/2026, 03:13 PM Locations Newport Beach, CA, United States Healthcare & Medical Services We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. Learn More #J-18808-Ljbffr Goldman Sachs Group, Inc.