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Goldman Sachs Asset & Wealth Management - Investment Advisor - Associate / Vice President - Warsaw

Goldman Sachs Asset & Wealth Management - Investment Advisor - Associate / Vice President - Warsaw

Goldman SachsWarsaw, Mazowieckie, Poland
19 days ago
Job description

Job description :

  • Provide an active input to asset allocation, portfolio construction, risk management, management of client inquiries, coordination of client meetings and representation in client investment committees
  • Prepare model or real portfolios, with focus on various asset classes, including multi-asset portfolios
  • Client interactions and meetings
  • Taking part in projects focusing on sustainability elements for company funds / portfolios

Requirements :

  • 3+ years of experience in financial planning and investment, preferably at an asset management firm
  • Master’s degree
  • Investment Advisory license issued by KNF
  • Certification in CFA, CFP or CAIA
  • Broad understanding of various types of securities, insurance, and mutual fund industries
  • Expertise in investment strategy and process, performance measurement and risk management
  • Strong organizational and analytical skills, and attention to detail
  • Ability to work in a fast-paced and dynamic environment
  • Personal integrity and an ability to maintain confidentiality of company and client information
  • Proficiency with financial planning software
  • Fluency in English
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    Goldman Asset Wealth • Warsaw, Mazowieckie, Poland