Private Wealth Management, Managed Strategies, Investment Specialist, Associate/Vice President, Lond in London

OUR IMPACT

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.

YOUR IMPACT

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: Ideally 4-7 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.

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.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.