wealth management product manager

icapital

<div><p>iCapital&rsquo;s Client Solutions EMEA team is seeking a Vice President to support and accelerate our international growth across the GCC markets. This individual will play a key commercial and strategic role in expanding iCapital&rsquo;s footprint with wealth managers, private banks, independent financial advisors, and family offices.</p>
<p>
As a member of the regional team, you will help shape the business development strategy, deepen existing client relationships, and drive new distribution partnerships. The role offers a unique opportunity to work at the intersection of private markets, wealth management, and financial technology in a fast‑growing, global organization. This position is Abu Dhabi‑based.</p><br>
<p></p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Support the Client Solutions EMEA team in executing the business development strategy for iCapital, covering Wealth Managers in the GCC region.</li>
<li>Develop and manage a robust and sustainable pipeline of prospective Wealth Manager clients.</li>
<li>Execute Wealth Manager onboarding process from start to finish, working closely with related teams.</li>
<li>Nurture strong relationships with clients and prospects.</li>
<li>Educate clients on Private Markets/Alternatives and articulate iCapital&rsquo;s solutions and capabilities to clients and partners.</li>
<li>Provide constant feedback from the field on competitive landscape, investors&rsquo; appetite, trends and share with colleagues globally.</li>
<li>Build strong internal relationships within iCapital and work closely with other teams (Research &amp; Fund Management, Product Development, Implementation Specialist group, Client Success, Marketing, Legal &amp; Compliance, Technology &amp; Operations, etc.) to achieve the best client outcomes and successful long-term client relationships.</li>
<li>Serve as the relationship manager and deliver an exceptional client experience for our Wealth Manager clients (i.e. banks, wealth managers, multi-family office and independent financial advisors).</li></ul><br>
<p></p>
<p>
 <b>Candidate Profile</b></p>
<ul>
<li>Solid academic credentials in relevant field.</li>
<li>7-10+ years of solid work experience in the Asset or Wealth Management industry, with a demonstrated track record in winning and interacting with clients.</li>
<li>Experience as business development professional or similar role in the asset management industry is a must.</li>
<li>Strong understanding of the wealth management landscape across the GCC is a must, if possible with an established network across private banks, wealth managers, independent financial advisors, and family offices.</li>
<li>In-depth experience across Private Markets asset classes, combined with a strong grasp of the Wealth Manager distribution model, is strongly preferred.</li>
<li>Strong attention to detail.</li>
<li>Excellent presentation and verbal/written communication skills, with a professional and positive attitude.</li>
<li>Highly collaborative, and able to think strategically about business opportunities and client management.</li>
<li>Language skills: Native in English and Arabic is a plus but not a must</li>
<li>Ability to work independently with a strong appetite to work in a fast-growing, collaborative environment.</li>
</ul>
<p>We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).</p>
<p><b>
Benefits</b></p>
<p>
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees;</p>
<p>
For additional information on iCapital please visit https://www.icapital.com/about-us X (former Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc</p></div><div></div>

Client Solutions Middle East - Vice President

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  YOUR IMPACT
  <br/>
  <br/>
 </strong>
 Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
 <br/>
 <br/>
 <strong>
  OUR IMPACT
  <br/>
  <br/>
 </strong>
 <strong>
  Wealth Management
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  Private Wealth Management (PWM)
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.
 <br/>
 <br/>
 <strong>
  How You Will Fulfill Your Potential
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
  </li>
  <li>
   Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
  </li>
  <li>
   Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm&rsquo;s strategic views
  </li>
  <li>
   Prepare client-facing materials depicting asset allocation and performance
  </li>
  <li>
   Diligence internal and third-party investment opportunities across the public and private markets
  </li>
  <li>
   Synthesize research material and communicate firm views to clients
  </li>
  <li>
   Support business development efforts by researching qualified prospects and tracking relevant capital raises
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills &amp; Experience We&rsquo;re Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's Degree required
  </li>
  <li>
   Ability to work in a fast-paced environment and think clearly under pressure
  </li>
  <li>
   Strong interest in the financial markets and good investment sense/commercial instinct
  </li>
  <li>
   Ability to multi-task and work with numerous colleagues and desks across the Firm
  </li>
  <li>
   Strong verbal and written communication skills
  </li>
  <li>
   Strong organizational and interpersonal skills
  </li>
  <li>
   SIE, Series 7 and 63 required (must be obtained within three months of employment)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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. Learn more about our culture, benefits, and people at GS.com/careers.
 <br/>
 <br/>
 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.htl
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.
 <br/>
 <br/>
 Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
 <br/>
 <br/>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $75000-$125000. 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, Private Wealth Management, Financial Analyst - New York

The Carlyle Group

<div><div><div><div><div><div><h3 class="jobSectionHeader"><b>Basic information
</b></h3></div></div><div><div><div><div>Job Name:
</div><div>Client Relationship Manager, RIA (Southwest), Global Wealth
</div></div><div><div>Location:
</div><div>Remote
</div></div><div><div>Line of Business:
</div><div>Investor Relations
</div></div><div><div>Job Function:
</div><div>Investor Relations
</div></div><div><div>Date:
</div><div>Friday, April 10, 2026
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Position Summary
</b></h3></div></div><div><div><div><div><p><b>Position Summary</b></p><p>
The Client Relationship Manager (CRM) is responsible for the distribution of all Carlyle offerings through Family Wealth relationships which include Registered Investment Advisors (&lsquo;RIA&rdquo;) and Multi-Family Offices (&ldquo;MFO&rdquo;). The CRM will conduct business from a regional office located in the Southwest region (SoCal, AZ, UT, CO, NM) and will service the designated region of clients. The CRM is expected to travel within assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of Carlyle's global brand on a local level, the CRM Lead should seek to represent the company through consistent displays of strong values and behavior.</p><p></p><p>
The role will also require the CRM to set regional objectives based on Carlyle Global Wealth initiatives and delegate responsibilities regarding coverage and outreach between a Hybrid Sales Representative and Senior Internal Sales Analysts dedicated to the region. The CRM will develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships. The CRM should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends.
</p><p></p><p>The ideal candidate will possess strong territory management and leadership skills, have established relationships within the region and a track record of cultivating new relationships and increasing sales.
</p></div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3></div></div><div><div><div><div><div><p><b>Primary Responsibilities:</b></p><p>
35% of time</p><ul><li> Develop and maintain profitable, productive relationships with RIAs &amp; MFOs in the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance Carlyle's success and market presence.</li></ul><p>
25% of time</p><ul>
<li>Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA &amp; Family Office clients in order to grow assets of Family Wealth business.</li>
</ul><p>10% of time</p><ul>
<li>Develop solid working relationship with territory team through regular communication, on-going mentorship and training as well as delegation of responsibilities and the assurance of accountability for activity and results.
</li></ul><p>10% of time</p><ul><li> Understand and articulate capital markets, complex product structures, and competitor products. Provide the proper after-sales support to keep LP&rsquo;s informed on their investments.
</li></ul><p>5% of time</p><ul>
<li>Develop solid working relationship with internal partners such as CAIS &amp; iCapital
</li></ul><p>5% of time</p><ul>
<li>Keeps abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services</li>
</ul><p>5% of time</p><ul>
<li>Capture field activity and sales related data in Dealcloud CRM System.</li>
</ul><p>5% of time</p><ul>
<li>Effectively manage firm resources, which involve: travel expenses, and entertainment budget.</li><br>
</ul><br>
</div></div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Qualifications
</b></h3></div></div><p></p><div><div><div><div><p><b>Requirements
</b></p><p><b>Education, Licensing &amp; Certificates</b></p><ul><li> College degree required</li><li> FINRA Series 7 and 63 required</li></ul><p></p><p><b>
Professional Experience</b></p><ul><li>
8+ years of experience in an external sales capacity that directly aligns with the specific responsibilities for this position</li><li>
Must have experience working in the family wealth industry with established relationships in the RIA channel</li><li>
Proficiency in Financial Services Sales, Wholesaling, Relationship Management
</li><li>Demonstrated track record of consistently meeting and/or exceeding performance expectations</li><li>
Must have the ability to work in a challenging and collaborative environment.
</li><li>Possess a strong competitive desire.
</li><li>Possess excellent oral and written communication skills.
</li><li>Possess excellent interpersonal and customer service skills.
</li><li>Must have strong relationship building skills.
</li><li>Must be a detail-oriented, well-organized self-starter with high energy and creativity</li></ul><p></p><p><b>
Competencies &amp; Attributes</b></p><ul><li> Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.</li></ul><p></p><p>
Benefits/Compensation</p><p>
The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.</p><p></p><p>
The anticipated base salary range for this role is $250,000.
</p><p></p><p>In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.</p><p></p><p>
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.<br>
</p><br>
</div></div></div></div></div><p></p><div><div><div><h3 class="jobSectionHeader"><b>Company Information
</b></h3></div></div><p></p><div><div><div><div><p>The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia.</p><p></p><p><br>
Carlyle&rsquo;s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments &ndash; Global Private Equity, Global Credit and Carlyle AlpInvest &ndash; and has deep expertise across industries, markets, and geographies.</p><p></p><p><br>
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, &quot;To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives.&quot; Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.</p></div></div></div></div></div></div></div></div><p></p>

Client Relationship Manager, RIA (Southwest), Global Wealth

Infosys

<div><p>Infosys is seeking a <b>Capital Markets/Wealth Management Consultant -</b>In this role, you will provide business, domain, and analytical expertise and coordinate day‑to‑day deliverables for Capital Markets and Wealth Management initiatives within an Agile delivery environment. You will work closely with business stakeholders, product owners, Scrum Masters, and technology teams to translate complex business needs into actionable requirements and data‑driven insights. You will have the opportunity to collaborate with some of the best talent in the industry to create innovative high quality and defect-free solutions to meet our clients&rsquo; business needs. You will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued.<br>
<br>
<b>Required Qualifications:</b></p><ul><li>
Bachelor&rsquo;s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.</li><li>
Candidate must be located within the commuting distance of <b>Dallas, TX or Pennington or Jersey City, NJ</b> or be willing to relocate to any of these locations. This position may require travel to project locations.</li><li>
Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.</li><li>
At least 4 years of experience with Information Technology.</li><li>
Strong domain expertise in Capital Markets and/or Wealth Management.</li><li>
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams.</li><li>
Hands‑on experience in writing - Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), User Stories with clear acceptance criteria.</li><li>
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.</li></ul><p>
<b>Preferred Qualifications:</b></p><ul><li>
Experience in Capital Markets and/or Wealth Management.</li><li>
Experience working with <b>w</b><b>ealth management platforms</b>, OMS, PMS, CRM, or advisory tools.</li><li>
Knowledge of regulatory and compliance requirements (SEC, FINRA, MiFID II, AML/KYC).</li><li>
Business Analysis or Agile certifications (CBAP, PMI‑PBA, SAFe BA, CSM) are a plus.</li><li>
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams.</li><li>
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.</li><li>
Proven ability to work effectively with cross-functional teams, including Front Office, Middle Office, and Operations</li><li>
Skilled in developing comprehensive business analysis documentation, including BRDs, functional flows, and test cases</li><li>
Ability to navigate JIRA and Confluence docs.</li><li>
Participation in agile development working model.</li><li>
Ability to work in team environment and client interfacing skills.</li><li>
Experience and desire to work in a Global delivery environment.</li><li>
Strong analytical, problem‑solving, and critical‑thinking skills.</li><li>
Excellent communication skills, with the ability to engage both technical and non‑technical stakeholders.</li></ul><p>
Estimated annual compensation range for candidate based in <b>Jersey City, NJ</b> will be Min - $82,493 to Max - $107,241 &amp; for <b>Pennington, NJ</b> will be Min - $76,145 to Max - $98,989.<br>
<br>
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.</p></div>

Capital Markets/Wealth Management Business Analyst

Envestnet

<div>
 <strong>
  Description
  <br/>
  <br/>
 </strong>
 Envestnet is seeking a
 <strong>
  Data Analyst II
 </strong>
 to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.
 <br/>
 <br/>
 Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions &ndash; backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation&rsquo;s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet&rsquo;s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
 <br/>
 <br/>
 <strong>
  Envestnet&rsquo;s Strategy
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Deliver the industry-leading wealth management platform, powered by advanced data and insights
  </li>
  <li>
   Leverage our scale and efficiencies to serve our clients&rsquo; needs comprehensively
  </li>
  <li>
   Enable financial advisors to deliver more holistic advice &ndash; reflecting a more complete view of their clients&rsquo; financial lives, and in a more connected environment
   <br/>
   <br/>
  </li>
 </ul>
 For more information, please visit www.envestnet.com.
 <br/>
 <br/>
 <strong>
  Job Summary
  <br/>
  <br/>
 </strong>
 Envestnet is looking for a Data Analyst II to work our Product Team to achieve strategic objectives around data quality and enrichment. As a Data Analyst II, you will support the development of data-driven, analytical solutions related to our platform and perform effective evaluation of output quality against business targets.
 <br/>
 <br/>
 <strong>
  Job Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Partner with stakeholders (Product, Data Science, Sales, Professional Services, and Client Services) in the delivery of analytics that will strengthen our data products and reduce client support requests.
  </li>
  <li>
   Collaborate with Product Management, Data Science, and Engineering teams to define, scope, and develop new features &amp; functionality geared towards the platform.
  </li>
  <li>
   Perform Data Analysis, Joins, Aggregations and Sub Queries.
  </li>
  <li>
   Monitor platform performance and calculate accuracy metrics.
  </li>
  <li>
   Provide clear, insightful interpretation of available internal and external data.
  </li>
  <li>
   Use data to create models that depicts trends.
  </li>
  <li>
   Perform data quality and accessibility testing and verification of data sets.
  </li>
  <li>
   Interact with external clients on a weekly basis by providing timely and professional updates.
  </li>
  <li>
   Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training &amp; awareness, affirmations and testing as requested.
  </li>
  <li>
   As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   3+ Years of experience in Data Analysis and/or Data Science
  </li>
  <li>
   Strong SQL skills
  </li>
  <li>
   Familiarity with DBT is a plus
  </li>
  <li>
   Familiarity with, or the desire to learn Python for data analysis
  </li>
  <li>
   Experience manipulating and analyzing large and complex data sets
  </li>
  <li>
   Understanding of data quality (DQ) concepts and a familiarity with DQ tools/methods
  </li>
  <li>
   Passion for working with data &amp; a strong attention to detail
  </li>
  <li>
   The ability to identify trends and patterns of information
  </li>
  <li>
   An understanding of general landscape for data science and opportunities within AI
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Envestnet
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Be a member of an innovative and industry leading financial technology and solutions company
  </li>
  <li>
   Competitive Compensation/Total Reward Packages that include:
  </li>
  <ul>
   <li>
    Health Benefits (Health/Dental/Vision)
   </li>
   <li>
    Paid Time Off (PTO) &amp; Volunteer Time Off (VTO)
   </li>
   <li>
    401K &ndash; Company Match
   </li>
   <li>
    Annual Bonus Incentives
   </li>
   <li>
    Parental Stipend
   </li>
   <li>
    Tuition Reimbursement
   </li>
   <li>
    Student Debt Program
   </li>
   <li>
    Charitable Match
   </li>
   <li>
    Wellness Program
    <br/>
   </li>
  </ul>
 </ul>
 Envestnet is an Equal Opportunity Employer.
 <br/>
 <br/>
</div>


Data Analyst II

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  About Goldman Sachs:
 </strong>
 Goldman Sachs Asset Management is one of the world&rsquo;s leading asset managers with over $3 trillion in assets under supervision. As a 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.
 <br/>
 <br/>
 <strong>
  Alternatives Capital Formation (ACF)
 </strong>
 is a part of the Client Solutions Group (CSG) within Asset &amp; Wealth Management (AWM). ACF manages capital raising and strategy for alternatives investments across the full spectrum of alternatives including private equity, private credit, real estate, infrastructure, growth equity, sustainability, secondaries, GP stakes, and hedge funds / liquid alternatives. Within ACF, team members work within distinct product verticals and partner with investment teams, CSG, and wealth management, to drive and identify solutions for clients. This specific role sits with ACF&rsquo;s Private Credit vertical.
 <br/>
 <br/>
 <strong>
  Principal Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support product specialists within Private Credit with all aspects of the marketing, structuring and fundraising cycle for Private Credit funds and SMAs
  </li>
  <li>
   Collaborate with stakeholders across ACF, client advisors / sales team, fund finance, fund management, legal, and compliance to develop and execute product strategy, track progress and drive engagement with target investors
  </li>
  <li>
   Produce and update materials for investors, including commercial proposals, marketing presentations, update calls and videos, educational content, performance and data analysis; build market intelligence to thoughtfully contribute to construction of these items and effective distribution of relevant funds
  </li>
  <li>
   Select interaction with new and existing clients on due diligence inquiries, portfolio updates, ongoing investor requests and client meetings
  </li>
  <li>
   Help to complete due diligence questionnaires, support the fulfilment of investor inquiries, and manage and organise data rooms; prioritise and manage workflow in the context of multiple competing priorities
  </li>
  <li>
   Collaborate directly with the Investment team to build understanding of the portfolio, analyse key metrics and identify effective messaging for investor communications about relevant funds, investments, the business, the market environment, and competitive positioning
  </li>
  <li>
   Effectively articulate to internal and external stakeholders the investment strategy and role within an investment portfolio of relevant GS Private Credit strategies
  </li>
  <li>
   Respond to questions from senior management and sales channels internally (private wealth, institutional, third-party distribution) related to the platform
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 The ideal candidate will have:
 <br/>
 <br/>
 <ul>
  <li>
   Analyst: 1-3 years of experience in a similar or related role, previous experience in Investment Banking or Investing also applicable
  </li>
  <li>
   Excellent communication (written and oral), analytical and interpersonal skills
  </li>
  <li>
   Strong judgement and problem-solving capabilities
  </li>
  <li>
   Attention to detail with proven experience of delivering high levels of accuracy
  </li>
  <li>
   Flexibility to handle multiple tasks and work well in high pressure situations
  </li>
  <li>
   Strong organisational skills to manage production of a high volume of quality work within tight timeframes, often including multiple simultaneous projects
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   Teamwork orientation and self-motivation, demonstrating a willingness to take on more responsibility over time
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   Ability to generate new ideas and consider ways to improve existing processes to create efficiencies and support growth
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 </ul>
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Goldman Sachs Asset & Wealth Management - Alternative Capital Formation (ACF) Analyst - Doha

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  Job Description
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  Wealth Management
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 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.
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  Personal Wealth (PW)
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 Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PW Teams work with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Advisors deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax-efficient solutions, 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.
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 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Additionally, analysts are responsible for the onboarding of client relationships, ensuring we meet our client's investment objectives, managing fraud, liquidity management, and ongoing relationship management.
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  How You Will Fulfill Your Potential
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   Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.
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   Portfolio Oversight &amp; Optimization: Proactively monitor client portfolios, meticulously assessing manager performance, identifying strategic re-balancing opportunities, and recommending tactical investment ideas to optimize returns and manage risk effectively.
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   Tailored Investment Strategy Development: Design and create bespoke asset allocation proposals for new clients, integrating a broad spectrum of managers, investment styles, and vehicles. Ensure these strategies align perfectly with client risk profiles, investment objectives, and the firm&rsquo;s strategic market views.
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   Impactful Client Communication: Prepare compelling, client-facing materials that clearly depict asset allocation strategies, detailed portfolio and risk analytics, historical performance, and insightful economic and market reviews, enhancing client understanding and engagement.
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   Rigorous Investment Due Diligence: Conduct thorough due diligence on both internal and third-party investment opportunities across public and private markets, ensuring all recommendations meet the highest standards of quality and suitability.
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   Market Insight Synthesis &amp; Communication: Synthesize complex research material into clear, actionable insights and effectively communicate the firm's strategic views to clients, empowering informed decision-making.
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   Business Development &amp; Growth: Actively support business development efforts by conducting in-depth research on qualified prospects and meticulously tracking relevant capital raises, contributing directly to the expansion of our client base.
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   Trade Execution &amp; Market Access: Facilitate the execution of trades on behalf of clients across a diverse range of products, including equities, equity options, fixed income, and currencies, ensuring seamless market access and efficient transaction processing.
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   Seamless Client Onboarding: Plan and meticulously manage the new account onboarding process, ensuring a smooth, efficient, and positive experience for new clients.
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   Client Reporting &amp; Digital Engagement: Provide comprehensive overviews of client reporting capabilities and web functionalities to potential new clients, showcasing our commitment to transparency and cutting-edge digital solutions.
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  Skills &amp; Experience We Are Looking For
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 We are seeking a highly driven and intellectually curious professional with a profound passion for financial markets and a commitment to delivering exceptional client service. The ideal candidate will thrive in a fast-paced, collaborative environment, bringing a blend of analytical rigor, strong communication, and commercial acumen.
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   Academic Foundation: Possess a bachelor&rsquo;s degree from an accredited institution, providing a strong analytical and conceptual foundation for a career in finance.
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   Dynamic Environment Adaptability: Demonstrate a proven ability to excel in a fast-paced, high-pressure environment, maintaining clarity of thought and effectiveness under demanding circumstances.
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   Market Acumen &amp; Investment Instinct: Exhibit a strong, demonstrable interest in the financial markets, coupled with sound investment sense and commercial instinct to identify opportunities and navigate complexities.
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   Collaborative &amp; Agile Team Player: Possess the ability to effectively multi-task and seamlessly collaborate with numerous colleagues and desks across the Firm, fostering a cohesive and productive work environment.
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   Exceptional Communication Skills: Command strong verbal and written communication skills, capable of articulating complex financial concepts clearly, concisely, and persuasively to diverse internal and external stakeholders.
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   Organizational &amp; Interpersonal Excellence: Demonstrate strong organizational skills, meticulous attention to detail, and superior interpersonal abilities to build rapport and manage relationships effectively.
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   Essential Certifications: Hold or be prepared to obtain within three months of employment the SIE, Series 3, 7, and 63 licenses, underscoring your commitment to regulatory compliance and foundational securities knowledge.
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  About Goldman Sachs
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 At Goldman Sachs, we commit to 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.
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 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. Learn more about our culture, benefits, and people at GS.com/careers.
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 We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
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 &copy; The Goldman Sachs Group, Inc. All rights reserved.
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 Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
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  Salary Range
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 The expected base salary for this Seattle, Washington, United States-based position is $60000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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  Benefits
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 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, Personal Wealth Financial Analyst - Seattle

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