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Role Overview: Wealth Investment Solutions - Fixed Income Client Portfolio Management (CPM) Team The Fixed Income CPM team is responsible for client engagement, marketing and product development of our customized fixed income solutions for the Wealth Management client base. The team is looking for a client portfolio manager to focus on the growth of our leading fixed income Separately Managed Accounts (SMA) platform. The candidate will work closely with portfolio managers and be in the field meeting with wealth advisors in an effort to expand our SMA footprint. The role requires a strong background in fixed income asset classes (rates, municipals, corporate credit) and excellent communication / sales skills. The candidate should be comfortable with client meeting travel, marketing preparation and presenting in larger settings. The role requires strong analytical, communication, and organizational skills, with an enthusiasm for investing and an ability to thrive in a fast-pasted environment. Key Responsibilities:
- Client Coverage & Portfolio Management - Responsible for covering Sales Teams, Wealth Advisors and end clients with regard to their fixed income investments; advising on portfolio positioning, performance, product platform, markets etc. Requires knowledge of key risks and themes being expressed across the global fixed income team and how they play a role within specific portfolios and the broader asset allocation.
- Marketing & Business Development - Responsible for oversight of team content; regular marketing materials, thematic pieces, bespoke client materials/ pitches, website, and thinking strategically about engaging with the Wealth Management client base and organization.
- Product Development - Work to evolve the platform based on industry trends, market environment, client needs, and competitive landscape
- Education and Training - Training Sales Teams and Advisors on our product suite, the market environment, and individual portfolio themes
- Division-wide Collaboration - Working with PMs, Research, Technology, Compliance and other internal teams to most effectively and efficient cover our client base and improve our business
- Project Management - Engage on a variety of projects related to product development, portfolio management and our ability to leverage technology to scale and improve the client experience
Key Skills & Experience:
- 6-10+ years of experience in fixed income client coverage (must have experience in this space)
- Self-motivated, well organized, strong attention to detail and ability to multi-task
- Excellent communication, commercial and interpersonal skills with a strong ability to develop and maintain relationships
- Collaborative and team-oriented mindset with ability to develop and mentor more junior team members, work with various internal teams to accomplish key business goals
- High energy, sales oriented, eager to travel and be in the field with clients
- Strong understanding of asset allocation, fixed income markets and products, and a desire/ability to gain in-depth knowledge of our SMA positioning, process and performance
- Proficient in PowerPoint, Excel and Word with keen attention to detail
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The Goldman Sachs Group
Mar 05, 2025