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Goldman Sachs Asset & Wealth Management - Investment Advisor - Associate / Vice President - Warsaw
Goldman SachsWarsaw, Mazowieckie, Poland20 days ago
Job description3+ 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
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 :
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Goldman Asset Wealth • Warsaw, Mazowieckie, Poland