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CWM, Investment Strategy Group , Analyst / Associate - Hong Kong

Goldman Sachs
Hong Kong
Posted 5 days ago Permanent Competitive
CWM, Investment Strategy Group , Analyst / Associate - Hong Kong
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

The Investment Strategy Group (ISG) within Goldman Sachs Private Wealth Management has responsibility for strategic and tactical asset allocation views and advice for the firm's high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities, including a passion for investing, client servicing, as well as strong analytical and communication skills.

The Strategic Asset Allocation group in ISG is seeking an Analyst or Associate to work closely with PWM teams to construct customized asset allocation solutions to PWM's High Net Worth clientele as well as small to mid-size institutions. This is a dynamic role and requires patience, creativity, ability to multi-task, attention to details, as well as inter-personal and problem solving skills.

Your main responsibility will be to develop customized asset allocation solutions and analyses for our clients. You will work with the rest of the team and private wealth advisors to gather client information, analyze client portfolios, produce customized asset allocation solutions, and put together presentation slides. In addition, you will assist on the team's research efforts, which are generally related to asset allocation issues and individual asset classes.

• Help with customized asset allocation solutions using ISG asset allocation model
• Generate customized research reports and presentations for clients
• Assist on research related to asset allocation issues and individual asset classes
• Provide asset allocation guidance to the Private Wealth Management team
• Demonstrate a keen interest in understanding the financial markets
• Initiate and assist on investment research efforts and understand new research topics

Our Private Wealth Management business spans the globe, and the person in this role will primarily work closely with current and prospective clients in Asia Pacific.

• Undergraduate degree in a quantitatively-related field, preferably Masters of Science degree (US or equivalent) in a quantitatively-related field
• Experience in one or more programming languages, preferably Python
• Fluent in Mandarin
• Solid Excel and PowerPoint skills
• Excellent communication skills, especially the ability to explain complex technical concepts in simple terms
• Strong interpersonal skills and a passion to engage with clients
• Attention to details, patience, and ability to multi-task under pressure
• Collaborative and team work oriented
• Independent, logical, and critical thinking, with the willingness to constantly think outside of the box

Job ID  300001446308097
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