Goldman Sachs Private Wealth Management (PWM) needs to design and refine investment strategies tailored for their PWM clients by combining quantitative techniques and industry knowledge. This involves developing client reporting tools, business analytics, marketing efforts, backtests, risk analytics, simulations, and standardized/customized client reporting.
Requirements
- Programming and mathematical skills are required
- Interest and knowledge of the financial markets.
- Keen to understand all facets of Private Wealth Management business.
Responsibilities
- Working closely with wealth management professionals to design and create client reporting tools
- Working with senior leadership on business analytics and marketing efforts
- Providing backtests, risk analytics, and other analyses of PWM’s investment strategies
- Developing simulations to quantify benefits of PWM strategies and help drive client engagement
- Developing standardized & scalable client reporting for an extensive client base, along with customized and bespoke analytics for the division’s largest and most sophisticated clients
- Building and maintaining infrastructure of Strategists’ analytical systems in a resource efficient manner
Other
- Intelligence, creativity, and problem-solving skills
- Great communication skills (written and verbal)
- A self-starter, should have ability to work independently as well as thrive in a team environment
- Bachelor or Masters in a quantitative or engineering field, e.g. mathematics, physics, quantitative finance, computational finance, computer science, engineering
