Goldman Sachs Asset & Wealth Management Multi Solutions 

United States, Connecticut, Norwalk 

923426747

Responsibilities

The successful candidate would serve as an Investment Consultant, leading the client experience on both Defined Contribution Advisory & OCIO relationships. Identifying best-in-class solutions to fiduciary oversight of their defined contribution programs. The candidate would be responsible for many day-to-day responsibilities associated with managing existing client relationships, pursuing new relationship opportunities, and consulting on and monitoring client portfolios. Core responsibilities include:

• Lead client relationship, which includes a wide range of tasks like portfolio and manager review, responding to client’s investment-related questions, managing client investment and defined contribution fiduciary oversight matters, proposing new strategies aimed at enhancing portfolio characteristics, and putting together materials (e.g., PPT/Word documents, emails) to support these discussions.
• Ongoing oversight of client portfolios, which includes monitoring risk and performance and staying abreast of market trends and dynamics and how they may impact portfolios.
• Support in content development involving client and prospect presentation books, request for proposals, and other investment-related analyses.
• Interact with other teams across Asset Management including external manager selection, portfolio management teams and other retirement strategies groups.

Qualifications & Requirements:

• Bachelor’s degree or equivalent
• Minimum of 10 years of relevant experience, at least 5 years with client facing responsibilities; investment consulting and defined contribution fiduciary oversight experience preferred
• Excellent writing and communication skills
• Highly organized with the ability to manage multiple tasks in a fast-paced environment
• Ability to understand the needs of the client and create content to meet their expectations
• Strong quantitative and analytical skills
• Intelligent, creative. good problem-solving skills, , ability to debate and consult with colleagues
• A highly motivated self-starter able to work independently and thrive in a team environment
• Proficient in Excel and PowerPoint
• Demonstrable interest in the financial markets and a good investment sense/commercial instinct
• Some Travel is required