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Nu Advisory Partners

Asset & Wealth Management, Investment Strategy, Portfolio Advisory Group, Associate - New York

Goldman Sachs

Goldman Sachs

Accounting & Finance
New York, NY, USA
Posted on Thursday, June 6, 2024

Job Description


Are you a quick-thinking self-starter with a passion for the financial markets and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members have direct visibility in Private Wealth Management as strategy/platform implementation experts and engage consistently with teams in regions of responsibility. The team is seeking an Associate who has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and quantitative analysis are essential to maintaining and enhancing our business.


Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Investment Strategy Group (ISG)

The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns.

The Portfolio Advisory Group (PAG) is responsible for helping PWAs within Private Wealth Management win and retain business. PAG team members work with PWAs to help them understand the attributes and risks of different investment strategies and construct client portfolios based on strategic and tactical views of the Investment Strategy Group (ISG).


  • Participate in client and prospective client meetings with PWAs to share ISG views and discuss portfolio implementation
  • Attain direct visibility in PWM as a strategy/platform implementation expert
  • Engage with PWA teams in regions of responsibility
  • Deliver thoughtful insight on ISG positioning to PWAs and to PAG in team meetings
  • Address specific PWA questions regarding product positioning, performance and attribution directly or using product teams as necessary
  • Assist PWAs in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments).
  • Recommend to PWAs implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints

Prepare competitive analyses on various products using Morningstar X-Ray and in-house portfolio analysis tools


  • Bachelor's degree required
  • Minimum of 4 years of investment experience
  • Strong interpersonal skills and ability to work effectively with others
  • Client experience
  • Excellent attention to detail
  • Demonstrable quantitative and qualitative analysis skills
  • Demonstrable communication skills, both spoken and written
  • Familiarity with investment management product offerings
  • SIE, Series 7 and Series 63 required (must obtain within 3 months)


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. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2021. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range
The expected base salary for this New York, New York, United States-based position is $85000-$1600000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.