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The successful candidate would become a member of the Lead Portfolio Management (LPM) Team within Multi-Asset Solutions (MAS), predominantly working with global insurance clients. The candidate would be responsible for leading the design, management, and communication of multi-asset class whole-of-wallet portfolios.
This role is client-facing and highly analytical, focusing on developing, investing, managing and communicating bespoke strategic asset allocations for clients.
Core responsibilities include:
- Advise clients and oversee implementation of strategic and implementation issues, such as asset allocation, investment manager / vehicle selection and oversight, risk / performance management and evaluation, and research on investment management strategies
- Lead day-to-day portfolio management for insurers, including strategic asset allocation analysis, portfolio construction optimization, and custom liability-hedging & asset-liability matching analysis
- In coordination with dedicated client relationship coverage, assist in client management including presenting results and Investment Committee reviews, addressing client investment needs, proposing new strategies aimed at enhancing portfolio characteristics
- Support content development including client and prospect presentation books (including Investment Committee reviews), request for proposals, and other investment-related analyses
- Support investment and infrastructure development including asset allocation, portfolio monitoring and evaluation and asset class research
Other required skills/experience:
- Bachelor’s degree or equivalent in Mathematics, Economics, Finance, or related quantitative field
- 6+ years of relevant experience (e.g., portfolio management, fixed income investing or insurance)
- Experience in either constructing insurance portfolios or insurance asset or liability management
- Experience leading client discussions, with excellent verbal and written communication skills
- Experience leading and multi-tasking across internal and external projects in a fast-paced environment
- Detail-oriented and meticulous, with strong quantitative and analytical skills
- Intelligent, creative, with good problem-solving abilities
- Strong understanding of portfolio investment metrics and characteristics (including that of fixed income and liability-hedging portfolios)
- Expert in Excel and PowerPoint, including creating and providing detailed review of bespoke data analysis and presentations
- Actuarial designation a plus
- CFA designation a plus
Source: Goldman Sachs Career Page
