At a Glance
- Tasks: Drive growth in Managed Strategies with innovative investment solutions and client relationships.
- Company: Join Goldman Sachs, a leader in wealth management for high-net-worth clients.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborative culture with opportunities for innovation and career advancement.
- Why this job: Make a real impact in finance while working with top-tier professionals.
- Qualifications: 5-7 years in sales or public capital markets; strong analytical and communication skills.
The predicted salary is between 50000 - 70000 £ per year.
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high‑net‑worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
The PWM Managed Strategies Team is comprised of separately managed active strategies across asset classes. In particular, the team manages, executes and monitors discretionary mandates through equity strategies across structured products, equity options and delta‑one equities. We are seeking a dynamic investment professional to drive growth in our Managed Strategies business, with a focus on Quantitative Equity Strategies. This role requires a candidate who can thrive in a fast‑paced, markets‑oriented environment, utilising innovative thinking and deep market knowledge to build and grow a successful business while delivering high‑touch sales coverage to our private clients and family offices.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Drive Business Growth: Leverage your experience in public capital markets to drive AUM growth across the Managed Strategy platform.
- Strategy Expertise: Develop and maintain an advanced understanding of the team’s managed strategies, focusing on investment objectives, portfolio construction, and implementation mechanics.
- Value Proposition Delivery: Articulate complex strategy features into compelling value propositions that align with the long‑term financial goals of high‑net‑worth clients.
- Advisory Partnership: Work closely with Private Wealth Advisors (PWAs), providing strategic coverage and support to expand existing client relationships.
- Content Leadership: Lead the creation and management of high‑quality marketing materials, including pitchbooks and market commentary.
- Collaboration: Collaborate with Legal and Compliance teams to ensure all client communications and marketing initiatives adhere to strict regulatory requirements and firm standards.
- Business Development: Design and execute targeted sales campaigns and initiatives to drive business growth, leveraging market insights and quantitative data to identify new opportunities within the PWM business.
- Product Innovation: Contribute to ongoing platform enhancements and the development of innovative investment solutions.
REQUIREMENTS
- Experience: 5‑7 years of experience in sales or a related role within public capital markets.
- Professional Achievement: A proven track record of academic and professional achievement.
- Market Interest: Demonstrated interest in financial, economic, and global capital markets.
- Market Knowledge: Knowledge and/or experience of a broad range of products, including fixed income, equities, FX, commodities, and/or derivatives across asset classes and structured products.
- Tax Awareness: Basic familiarity with the UK tax environment, specifically Capital Gains Tax (CGT).
- Relationship Management: Exceptional interpersonal and communication skills, with the ability to build and foster a strong network of relationships.
- Analytical Communication: Strong analytical and communication (oral and written) skills.
- Entrepreneurial Spirit: A self‑motivated, autonomous worker who can also collaborate effectively within a team‑oriented environment.
- Innovative Problem Solving: Creative approach to problem solving and developing innovative solutions for clients.
- Integrity and Excellence: Commitment to excellence and a high level of integrity in all professional interactions.
- Technical Proficiency: Advanced knowledge of Microsoft Office (Excel and PowerPoint) and the ability to adapt quickly to new technology platforms.
- Regulatory Compliance: Successful completion of regulatory exams required within three months of starting at the firm.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Private Wealth Management, Managed Strategies, Investment Specialist, Associate/Vice President,[...] in London employer: Goldman Sachs Group, Inc.
Goldman Sachs is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the Private Wealth Management sector. Employees benefit from comprehensive training, access to a global network of resources, and opportunities for professional growth, all while working with high-net-worth clients in a fast-paced, market-oriented setting. The company's commitment to integrity and excellence ensures that team members are supported in their pursuit of meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Management, Managed Strategies, Investment Specialist, Associate/Vice President,[...] in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Goldman Sachs or in private wealth management. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by diving deep into the PWM Managed Strategies Team's recent projects and market trends. Show us you’re not just another candidate; demonstrate your passion and knowledge about quantitative equity strategies!
✨Tip Number 3
Don’t forget to showcase your analytical skills! Bring examples of how you've used data to drive business growth or solve complex problems in past roles. We love seeing candidates who can think outside the box.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Goldman Sachs.
We think you need these skills to ace Private Wealth Management, Managed Strategies, Investment Specialist, Associate/Vice President,[...] in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the role. Highlight your experience in public capital markets and how it aligns with the responsibilities of the Investment Specialist position. We want to see how you can drive growth in our Managed Strategies business!
Showcase Your Market Knowledge:Demonstrate your understanding of financial markets and investment strategies. Use specific examples from your past experiences to illustrate your analytical skills and market insights. This will help us see your potential to thrive in a fast-paced environment.
Communicate Clearly:Your written communication should be clear and concise. Whether it's your CV or cover letter, make sure to articulate your achievements and value propositions effectively. We appreciate strong communication skills, especially when it comes to complex financial concepts.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team at Goldman Sachs!
How to prepare for a job interview at Goldman Sachs Group, Inc.
✨Know Your Stuff
Make sure you have a solid understanding of the investment strategies and products mentioned in the job description. Brush up on your knowledge of quantitative equity strategies, structured products, and the broader capital markets. This will help you articulate your insights and demonstrate your expertise during the interview.
✨Showcase Your Sales Skills
Since this role involves driving business growth, be prepared to discuss your previous sales experiences. Highlight specific examples where you've successfully expanded client relationships or executed targeted sales campaigns. Use metrics to quantify your achievements and show how you can bring that success to Goldman Sachs.
✨Build Rapport
Exceptional interpersonal skills are key for this position. Practice building rapport with your interviewers by engaging them in conversation and showing genuine interest in their work. Ask insightful questions about the PWM Managed Strategies Team and how they collaborate with Private Wealth Advisors to enhance client relationships.
✨Prepare for Regulatory Questions
Given the importance of compliance in this role, be ready to discuss your understanding of regulatory requirements and how they impact client communications. Familiarise yourself with the UK tax environment, especially Capital Gains Tax, as it may come up during the interview. This shows you're not only knowledgeable but also aware of the industry's standards.
