Job Description
Asset & Wealth Management
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
Our Impact
The Custom Fixed Income (CFI) Team is a global investment platform that sits within the Asset Management Division at Goldman Sachs (GSAM). It provides customized portfolio solutions and client coverage across a broad scope of fixed income asset classes (SMA/Fund/ETF) for private wealth clients, such as family offices, corporate treasury, ultra-high-net-worth individuals, etc. These solutions bring together state-of-the-art portfolio techniques and optimization to fulfil the clients' investment objectives and constraints. CFI is dedicated to safeguarding the private wealth clients' fixed income portfolios by leveraging GSAM Fixed Income's institutional research, trading, and risk management capabilities.
Your Impact
We are looking for a Lead Portfolio Manager (LPM) at the Analyst / Associate level to join the CFI Asia team which covers the APAC Private Wealth business. The candidate will be expected to work with senior LPMs to design and manage the custom fixed income SMAs, advise private wealth advisors and clients on the broad scope of GSAM fixed income solutions, and make visible business impact. This role is client-facing and highly analytical, focusing on developing and communicating customized investment solutions as well as credit and macro views to advisors and clients.
Key Responsibilities

• Address daily business and portfolio requests for private wealth advisors
• Conduct secondary research and develop insight materials for new business pitches, client reviews, rebalancing advice, and sales/client training. This includes but is not limited to investment-related analysis, presentation decks, commentaries, responses for client Request for Proposals (RFP), etc.
• Oversee and direct the end-to-end portfolio management process by working close with traders, research analysts, portfolio servicing specialists, etc.
• Attend global team calls to have portfolio strategy discussion and develop new portfolio strategies
• Engage on a variety of projects related to portfolio management and new strategy development
• Assist with ad-hoc team projects and assignments

Basic Qualifications

• 1-4 years of investment or portfolio management experience (fixed income research/advisory experience preferred)
• Command of fluent level Mandarin and English language a must
• Proficiency in MS EXCEL (VBA is a plus), PowerPoint and Bloomberg
• Strong investment research and presentation skills
• A self-starter who is able to work across all sorts of stakeholders and operate with ambiguity with strong judgement skills
• Client-focused and team-oriented mindset
• Self-motivated, well organized, and strong attention to detail and ability to multi-task

Preferred Qualifications

• CFA charter holder preferred

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