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account manager - long island, ny

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administrative assistant, new york Jobs in New York

administrative assistant, new york

asset wealth management portfolio strategy associate new york

Goldman Sachs

<div><div><div><div><div><div><div><p>A career with Goldman Sachs Asset &amp; Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $3.14 trillion in assets under supervision globally, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset &amp; Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.</p>
<p>
Goldman Sachs is one of the leading investors in alternatives globally and invests in the full spectrum of alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds and sustainability. Clients access these solutions through direct strategies, customized partnerships, and open-architecture programs. The alternative investments platform is part of Goldman Sachs Asset Management, which delivers investment and advisory services across public and private markets for the world&rsquo;s leading institutions, financial advisors and individuals. Goldman Sachs has over $3.0 trillion in assets under supervision globally as of December 31, 2025.</p>
<p><b>
Portfolio Strategy Overview</b></p>
<p>
The Alternatives Portfolio Management Group is dedicated to optimizing investor performance and experience. The Portfolio Strategy team within the Portfolio Management group is focused on shaping the overall direction of Goldman Sachs Asset Management Private funds and portfolios. This includes developing insights, guiding portfolio construction, and utilizing fund modeling to optimize performance and support data-driven decisions across the platform.</p>
<p><b>
Key Responsibilities and Activities:</b></p>
<ul><li>
Lead quantitative and qualitative portfolio analysis to support portfolio and risk management for private market funds and custom client portfolios.</li><li>
Conduct portfolio modeling to guide portfolio construction and leverage strategy; enhance portfolio management by analyzing proprietary data and contributing to broader portfolio analysis.</li><li>
Lead fund financing modeling and evaluate impacts on investor performance and leverage strategy.</li><li>
Present portfolio analysis and data-driven recommendations in Portfolio Strategy meetings; lead strategic initiatives and projects related to portfolio and risk management.</li><li>
Perform detailed industry research and deliver customized client solutions, ensuring accuracy in meeting client needs; assess risk factors and their impact on portfolio performance.</li><li>
Collaborate with deal teams, fund financing, and sales teams on portfolio construction and fund strategy modeling.</li><li>
Support fundraising activities through scenario and sensitivity analysis to inform portfolio strategy and product development.</li><li>
Perform attribution analysis to break down portfolio returns and drive improvements in performance and risk management</li></ul>
<p><b>
Required Experience:</b></p>
<ul><li>
3&ndash;5 years of experience in asset management, investment banking, consulting, advisory or a related field; experience in portfolio construction and risk management preferred.</li><li>
Strong analytical and quantitative skills to develop data-driven portfolio decisions.</li><li>
Excellent presentation, communication, and writing skills to deliver clear recommendations to the Portfolio Strategy Meeting.</li><li>
Demonstrated work ethic, attention to detail, and ability to collaborate effectively with colleagues across varying levels of seniority in a team-oriented environment.</li></ul>
<div>
<p><b>Salary Range</b><br>
The expected base salary for this New York, New York, United States-based position is $100000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.</p>
<p><b>Benefits</b><br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.</p>
</div></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Portfolio Management
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 100,000 - 160,000</p>

Asset & Wealth Management, Portfolio Strategy, Associate - New York

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 Asset &amp; Wealth Management: Goldman Sachs Asset Management (GSAM) is one of the world&rsquo;s leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today&rsquo;s dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world&rsquo;s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.
 <br/>
 <br/>
 <strong>
  Responsibilities And Qualifications
  <br/>
  <br/>
 </strong>
 The Global Fixed Income and Currency team is seeking a junior trader/portfolio manager at the analyst/associate level in New York, NY. The successful candidate will be an integral part of the trading/portfolio management team in New York. In addition to its trading responsibilities, the role will also include support for the portfolio management efforts and considerable interaction with operations and technology support.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Allocate, execute, and reconcile trades
  </li>
  <li>
   Working with portfolio managers to build and monitor risk in portfolios, including management of cash flows
  </li>
  <li>
   Maintain and rebalance portfolios across strategies
  </li>
  <li>
   Work with technology and strat teams to increase automation, improve quality of data, and create new trading tools
  </li>
  <li>
   Liase with operations on a daily basis to resolve any trading issues
  </li>
  <li>
   Update and maintain reports for weekly/bi-weekly strategy meetings
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills / Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   0.5 - 3 years of experience
  </li>
  <li>
   Numerical and analytical with excellent attention to detail
  </li>
  <li>
   Strong systems knowledge
  </li>
  <li>
   Keen interest in markets
  </li>
  <li>
   Strong Interpersonal skills
  </li>
  <li>
   Ability to work well under pressure
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $85000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Fixed Income, Junior Trader and Portfolio Manager, Analyst– New York

<div><div><div><div><div><div><div><p><b>Asset &amp; Wealth Management, Structured Corporate Credit &ndash; Vice President &ndash; New York</b></p>
<p><b>
GOLDMAN SACHS ALTERNATIVES</b></p>
<p>
Goldman Sachs Asset Management is one of the world&rsquo;s leading asset managers with over $3.6 trillion in assets under supervision. As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.</p>
<p>
GSAM invests both the firm's own capital and capital raised from outside investors in corporate equity and debt, real estate equity and debt, asset-based equity and debt, growth equity and infrastructure assets world-wide. Our business operates on a global platform, and we are one of the largest managers of private capital globally.</p>
<p>
GSAM Private Credit is one of the world&rsquo;s largest alternative credit investing platforms with approximately $188bn of AUM and investment professionals based in the US, Europe, Asia, and Australia. GSAM Private Credit is a dynamic platform with significant cross-pollination across strategies &ndash; Direct Lending (middle market and large cap performing credit), Hybrid Capital, Asset Finance, Structured Corporate Credit, and IG Corporate and Infrastructure Credit.<br>
<br>
<b>STRUCTURED CORPORATE CREDIT (&ldquo;SCC&rdquo;)</b></p>
<p>
Goldman Sachs is seeking a Vice President to join our SCC team in the New York office.</p>
<p>
SCC is a growth area within Private Credit, focusing on financings backed by various forms of corporate credit support. SCC provides flexible, long-term capital solutions to investment grade corporates globally to fund growth, M&amp;A, and asset monetization, engaging in a broad range of structured solutions as well as a wide range of asset classes, products, industries, and sectors, including digital infrastructure, power, consumer, industrials, real estate, utilities and healthcare.</p>
<p>
The ideal candidate has 7-10+ years of full-time experience across investment banking or private credit investing, with a proven track record in sourcing, structuring, and underwriting transactions. We are looking for highly motivated individuals who are passionate about investing in a growing business and want to build a long-term career at Goldman Sachs.</p>
<p><b>
Responsibilities</b></p>
<ul><li>
Leading and managing end-to-end deal execution across the investment lifecycle, including structuring, negotiating, and documenting investments</li><li>
Engaging in all aspects of due diligence and business analysis</li><li>
Understanding and maintaining comprehensive financial models</li><li>
Sourcing and evaluating potential investment opportunities, developing investment theses, and undertaking significant due diligence responsibilities</li><li>
Communicating and defending investment theses and structures to internal stakeholders and committees, including relevant Investment Committees</li><li>
Contributing to platform expansion and potentially the introduction of new investment strategies</li></ul>
<p><b>
Qualifications</b></p>
<ul><li>
7-10+ years of investment banking, structured finance, or private credit experience, with a proven track record of managing multiple transactions concurrently</li><li>
Clear understanding of the private credit industry, including key subsector trends, thematics, current dynamics, and risks</li><li>
Proven ability to interact and build relationships with a wide range of stakeholders</li><li>
Strong quantitative, financial modelling, analytical and problem-solving skills</li><li>
Excellent verbal and written communication skills</li><li>
Flexible and creative mindset, with a demonstrated ability to analyze a variety of industries, businesses, and capital structures</li><li>
Highly organized with exceptional attention to detail and excellent follow-through</li><li>
Ability to self-direct, analyze, evaluate, and form independent judgments</li></ul></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Investing &amp; Portfolio Management - Private
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 150,000 - 300,000</p>

Asset & Wealth Management, Alternatives, Structured Corporate Credit, Vice President – New York

<div><div><div><div><div><div><div><p><b>Asset &amp; Wealth Management, Investment Grade Corporate Private Credit &ndash; Vice President &ndash; New York</b></p>
<p><b>
GOLDMAN SACHS ALTERNATIVES</b></p>
<p>
Goldman Sachs Asset Management is one of the world&rsquo;s leading asset managers with over $3.6 trillion in assets under supervision. As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.</p>
<p>
GSAM invests both the firm's own capital and capital raised from outside investors in corporate equity and debt, real estate equity and debt, asset-based equity and debt, growth equity and infrastructure assets world-wide. Our business operates on a global platform, and we are one of the largest managers of private capital globally.</p>
<p>
GSAM Private Credit is one of the world&rsquo;s largest alternative credit investing platforms with approximately $160bn of AUM and investment professionals based in the US, Europe, Asia and Australia. GSAM Private Credit is a dynamic platform with significant cross-pollination across strategies &ndash; Direct Lending (middle market and large cap performing credit), Hybrid Capital, Asset Finance, Structured Corporate Credit and IG Corporate and Infrastructure Credit.<br>
<br>
<b>INVESTMENT GRADE CORPORATE CREDIT</b></p>
<p>
Goldman Sachs is seeking a Vice President to join our Investment Grade Corporate Private Credit (&ldquo;IG Corp&rdquo;) team in the New York office.</p>
<p>
Investment Grade Corporate Private Credit (&ldquo;IG Corp&rdquo;) invests across corporate and infrastructure debt for global public and private companies with investment-grade profiles, with this role focused primarily on corporate credit opportunities.</p>
<p>
The Vice President will play a central role across the investment lifecycle, including structuring, underwriting and executing transactions across a diverse set of sectors, delivering tailored financing solutions through comingled funds and separately managed accounts on behalf of pension and insurance clients.</p>
<p>
The ideal candidate has 7-10+ years&rsquo; full-time experience in private credit or direct lending at an investment bank or an asset manager, with a proven track record in sourcing, structuring, and underwriting transactions. We are looking for highly motivated individuals who are passionate about investing in a growing business and want to build a long-term career at Goldman Sachs.</p>
<p><b>
Responsibilities</b></p>
<ul><li>
Leading and managing end-to-end deal execution across the investment lifecycle, including structuring, negotiating and documenting investments</li><li>
Leading and engaging in all aspects of due diligence and business analysis</li><li>
Understanding and maintaining comprehensive financial models</li><li>
Sourcing and evaluating potential investment opportunities, developing investment theses and undertaking significant due diligence responsibilities</li><li>
Originate corporate credit opportunities via direct issuer, sponsor and adviser relationships, private placements and internal and external partnerships</li><li>
Communicating and defending investment theses and structures to internal stakeholders and committees, including relevant Investment Committees and credit risk teams</li><li>
Owning and driving commercial negotiations with borrowers and advisers</li><li>
Working with internal legal teams and external counsel to document and close transactions</li><li>
Managing existing portfolio positions in close cooperation with risk and legal teams throughout the investment lifecycle</li><li>
Contributing to platform expansion and potentially the introduction of new investment strategies</li><li>
Represent Goldman Sach Alternatives in the market through industry engagement and support wider marketing and origination initiatives</li><li>
Overseeing the work of junior members of the team, mentoring and training them</li></ul>
<p><b>
Qualifications</b></p>
<ul><li>
7-10+ years of experience in private credit or direct lending; Proven track record of involvement in multiple complex transactions</li><li>
Clear understanding of private credit industry, including key subsector trends, thematics, current dynamics and risks</li><li>
Deep understanding of capital structures, lending risk and bespoke structuring</li><li>
Experience leading the financing documentation negotiation process</li><li>
Proven ability to interact and build relationships with a wide range of stakeholders</li><li>
Strong quantitative, financial modelling, analytical and problem-solving skills</li><li>
Excellent verbal and written communication skills</li><li>
Flexible and creative mindset; ability to analyze a variety of industries, businesses and capital structures</li><li>
Highly organized with exceptional attention to detail and excellent follow-through</li><li>
Ability to self-direct, analyze, evaluate and form independent judgments</li><li>
Ideal candidate is commercial, pragmatic and execution focused</li><li>
Prior experience managing or mentoring junior team members</li></ul></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Investing &amp; Portfolio Management - Private
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 150,000 - 300,000</p>

Asset & Wealth Management, Alternatives, Investment Grade Corporate Private Credit, Vice President - New York

<div><div><div><div><div><div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>Goldman Sachs Family Office is seeking an experienced and entrepreneurial leader to grow a national insurance solutions practice tailored for Ultra-High-Net-Worth (UHNW) clients. This strategic role will focus on developing and delivering sophisticated traditional and private placement life insurance strategies, while also supporting comprehensive access to Property and Casualty (P&amp;C) insurance solutions. The successful candidate will be instrumental in building a scalable business model, fostering key relationships, and ensuring the delivery of best-in-class insurance solutions that integrate seamlessly with our clients' overall wealth management and estate planning objectives.</p>
<p><b>OUR IMPACT</b></p>
<p><b>Wealth Management</b></p>
<p>Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.</p>
<p><b>Private Wealth Management (PWM)</b></p>
<p>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.</p>
<p><b>Goldman Sachs Family Office (GSFO)</b></p>
<p>Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.</p>
<p><b>HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li><b>Strategic Practice Development:</b> Design, implement, and lead the national strategy for the insurance solutions practice, including market positioning, service offerings, and growth targets by partnering with the Ayco Wealth Strategies Group (WSG) team responsible for variable life and annuities brokerage to PWM clients</li><li><b>
UHNW Insurance Planning Expertise: </b>Serve as PWMs leading expert on advanced life insurance strategies for UHNW individuals, providing in-depth guidance to advisors and clients. This involves understanding the nuances of how life insurance products, including private placement life insurance and annuities (PPLI/PPVA), can be used for wealth building and protection, while adhering to regulatory frameworks.</li><li><b>
Policy Reviews:</b> Conduct reviews of existing policies to determine if the policy is performing as expected and serving the clients&rsquo; goals. Provide independent, objective advice on potential gaps, planning opportunities and alternative solutions.</li><li><b>
Client Engagement &amp; Advisory: </b>Partner with Private Wealth Advisors (PWAs) and other internal stakeholders to advise UHNW clients and their families on complex insurance needs, developing tailored solutions that align with their financial goals, estate planning, and philanthropic objectives.</li><li><b>
Business Development: </b>Drive new business opportunities by identifying and cultivating relationships with prospective clients and strategic partners, including external advisors, attorneys, and family offices.</li><li><b>
Property &amp; Casualty: </b>Design and implement the overall strategy for how best to support UHNW clients&rsquo; needs for P&amp;C insurance clients, covering assets such as homes, vehicles, and excess liability.</li><li><b>
Thought Leadership:</b> Establish the firm as a recognized leader in UHNW insurance solutions through publications, presentations, and active participation in industry forums.</li><li><b>
Insurance Broker Management</b>: Evaluate, onboard, and cultivate relationships with best-in-class external insurance providers and carriers to ensure a robust and diverse suite of solutions for clients.</li><li><b>
Private Wealth Advisor Education:</b> Partner with Wealth Strategist to educate PWA teams and their clients on internal presentations regarding wealth transfer, income protection strategies and product updates</li><li><b>
Compliance &amp; Risk Management:</b> Ensure all insurance activities comply with relevant state and federal regulations, industry best practices, and internal policies.</li><li><b>
Cross-Functional Collaboration: </b>Collaborate effectively with internal teams, including Ayco WSG, wealth advisors, legal, tax, and operations, to deliver integrated solutions and a seamless client experience.</li></ul>
<p><b>EXPERIENCE &amp; SKILLS WE&rsquo;RE LOOKING FOR</b></p>
<ul><li>Bachelor's degree degree. Advanced degree (e.g., MBA, JD or PHD) is a plus.</li><li>
Executive presence with the ability to influence and build trusted relationships at the highest levels.</li><li>
Deep expertise in traditional and private placement life insurance, and advanced estate planning strategies utilizing insurance products.</li><li>
A minimum of 10-15 years of experience in insurance solutions, with at least 5-7 years focused on UHNW clients.</li><li>
Extensive knowledge of Property &amp; Casualty insurance for UHNW clients, including specialized coverage for high-value assets.</li><li>
Relevant professional designations such as Charted Life Underwriter (CLU) are highly desirable.</li><li>
Proven experience in building, managing, and scaling a team, particularly within a national practice context.</li><li>
Demonstrated ability to manage complex projects, lead cross-functional initiatives, and provide strategic counsel to sophisticated clients.</li><li>
Exceptional interpersonal, communication, and presentation skills, with the ability to articulate complex insurance concepts clearly and persuasively to UHNW individuals and their advisors.</li><li>
Strong business acumen, entrepreneurial spirit, and a proven track record of driving revenue growth and building profitable practices.</li><li>
Comprehensive understanding of relevant regulatory and compliance frameworks governing insurance products and sales.</li><li>
Willingness and desire to travel, as necessary, given regional coverage of the role</li><li>
Securities Industry Essentials (SIE), Series 7 &amp; Series 63 exams (must be obtained within the first 3 months of employment)</li><li>
Active Life &amp; Health insurance license (must be obtained within the first 3 months of employment)</li></ul>
<p><b>ABOUT GOLDMAN SACHS</b></p>
<p>At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>&copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.</p>
<p>Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity</p>
<div><p><b>Salary Range</b><br>
The expected base salary for this New York, New York, United States-based position is $115000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.</p>
<p><b>Benefits</b><br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.</p><br>
</div></div></div></div></div></div></div></div></div></div></div></div><div></div><div><div><div><div><div><b>We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
External Product Specialists
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 115,000 - 270,000</p>

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Insurance Practice Lead, Vice President - New York

Morgan Stanley

<div><p>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
</p><p></p><p>As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
</p><p></p><p>Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
</p><p></p><p><b>Responsibilities:
</b></p><p></p><ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul><p></p><p><b>Knowledge and Skills Required:
</b></p><p></p><ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p><p></p><p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
</p><p></p><p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

Bessemer Trust

<div><p><b>Position Summary</b></p>
<p>
The primary focus of the Investment Operations Analyst is to analyze processes, identify opportunities for improvement, and help implement operational efficiencies across the Investment Department. The candidate should possess a strong understanding of the wealth management industry.</p>
<p><b>
Key responsibilities and objectives:</b></p>
<ul><li>Analyze, research, and remain current on the processes within the Investment Department and help generate and implement solutions to improve efficiency</li></ul>
<ul><li>Work with a multi-disciplinary team to help design and implement a new or enhanced order management and execution management system</li></ul>
<ul><li>Assist with general investment platform projects</li></ul>
<ul><li>Enhance and produce Investment Department management reports</li></ul>
<ul><li>Inventory internal reports, alerts and other systematic communication that are sent</li></ul>
<ul><li>Work with team to create and improve tools and processes utilized by client advisors for making asset allocation and investment decisions pertaining to client portfolios</li></ul>
<ul><li>Help team to answer questions from client advisors pertaining to specific securities, asset classes, portfolios, or economic issues</li></ul>
<ul><li>Special projects, as needed</li></ul>
<p><b>Requirements</b></p>
<ul>
<li>Bachelor's degree, 6-10+ years in finance or a related field</li>
<li>Excellent quantitative, verbal, and written communication skills</li>
<li>Excellent capabilities in Microsoft Word, Excel, and PowerPoint</li>
<li>Familiarity with OMS/EMS systems such as Longview and Charles River as well as financial software such as Bloomberg and / or FactSet</li>
<li>Ability to multi-task and work in a team-oriented environment</li>
<li>Excellent interpersonal skills</li>
<li>Collaborative, highly energetic, proactive, positive, and flexible in the face of internal and external challenges</li>
<li>Graduate degree and/or CFA designation a plus</li>
</ul>
<p><i>Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.
</i></p><p></p><p>The base salary range for this position is $125,000 - $150,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.</p>
<p>
</p><p><b>About Bessemer Trust</b></p>
<p>
Bessemer Trust is a family office, overseeing more than $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.</p>
<p>
</p><p>Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.</p>
<p>
</p><p>Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.</p>
<p>
</p><p><b>Key Facts:</b></p>
<ul>
<li>For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.</li>
<li>Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.</li>
<li>To watch a video about Bessemer Trust's history, click here.</li>
<li>To learn more about Bessemer Trust, click here.</li>
</ul>
<p><b>About Our Employee Rewards and Benefits:</b></p>
<p>
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:</p>
<ul>
<li>Competitive base salary plus discretionary annual bonus for select positions</li>
<li>A 401(k) plan with a generous annual profit-sharing contribution</li>
<li>Personalized development and career opportunities, including tuition reimbursement support</li>
<li>Comprehensive medical, dental, and vision plans with zero contributions for employee coverage</li>
<li>Employee assistance (EAP) and wellness programs</li>
<li>Hybrid work environment: 60% in office, 40% remote for most positions</li>
<li>Paid time off and paid parental leave</li>
<li>Employer-paid life insurance and short- and long-term disability coverage</li>
<li>Legal services and financial wellness plans at no cost to employees</li>
</ul>
<p><i>Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply</i><i>.</i></p></div>

Investment Operations Analyst

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