Asset & Wealth Management, Alternative Capital Formation, Investor Relations, Analyst - Dallas

Job Description

Position: Asset & Wealth Management: Alternatives Capital Formation, Analyst (Investor Relations)

Location: Dallas

Asset & Wealth Management: Goldman Sachs Asset Management is one of the world's leading asset managers with over $2 trillion in assets under supervision. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Alternatives Capital Formation (ACF) manages capital raising and strategy across the full spectrum of alternatives including private equity, private credit, real estate, infrastructure, growth equity, sustainability, secondaries, GP stakes, hedge funds and liquid alternatives. ACF collaborates across sector and strategy to deliver a comprehensive alternatives investment offering. The team partners with Goldman Sachs professionals across institutional client solutions, investing teams and wealth management to deliver alternative investment solutions to clients.


Investor Relations (IR) provides client service to our limited partners including reporting solutions across their alternative portfolio. The IR team is a part of Alternatives Capital Formation and works closely with the alternatives product specialists to understand business needs and client requirements. IR keeps investors informed on their investment fund performance, portfolio updates, upcoming capital activity, and can work with clients on their overall cashflow questions. In addition, the team works across the alternatives platform to provide sector themes, investor trends, and a cohesive investment experience for our limited partners.

Principal Responsibilities

• Client Service: Support and respond to investors on their inquiries. Engage with existing investors on regular portfolio updates, ongoing investor requests, and investor tracking.
• Investor Reporting: Produce and update investor materials, including holdings summaries, performance and data analysis. Analyze investor specific cashflow projections and capital activity.
• Communication: Engage directly with product specialists on effective messages for investors about relevant updates in the fund portfolio.
• Fund Reporting: Support quarterly fund reporting with a deep understanding of the performance drivers and the fund allocations.
• Capital Activity: Inform and support investors through capital activity cycles.
• Collaboration: Collaborate with stakeholders across ACF, fund finance, legal, and compliance to develop and execute a seamless investor experience.
• Educate: Track and maintain relevant content based on historical client requests to support proactive future client service.

Qualifications

The ideal candidate will have:

• Excellent communication (written and oral), analytical and interpersonal skills
• Strong judgement and problem-solving capabilities
• Attention to detail with proven experience of delivering high levels of accuracy
• Flexibility to handle multiple tasks and work well under pressure
• Strong organizational skills to manage production of a high volume of quality work within tight timeframes, often including multiple simultaneous projects
• Teamwork orientation and self-motivation, demonstrating a willingness to take on more responsibility over time
• Background in alternatives client service and reporting related roles
• 1-3 years of experience in a similar or related role, previous experience in alternative investing also applicable