Asset and Wealth Management Portfolio Management - Associate
Goldman Sachs
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Job Description
Collaborate with all internal stakeholders, develop insightful, value-add analysis on the portfolio and ensure comprehensive understanding of strategies and underlying assets is shared
- Portfolio Management : Create and maintain tools to support the oversight of portfolio performance and drive accretive decision making to both enhance firm returns and mitigate risk
- Create dynamic models able to run impacts to portfolios with various sensitivities to determine optimal returns for outperformance
- Fund / Firm Management : Coordinate with numerous internal constituents to facilitate all aspects of reporting, analysis and fund operations, including:
- Support Portfolio Management team by providing insights on best practices on fund management (ie cash management, portfolio level returns, investor reporting, etc)
- Produce and oversee quarterly valuation process along with reporting materials
- Forecast PL forecasting for firm budgets
- Participate in business plan reviews and create Portfolio based reporting materials semi-annually
- Work with several teams outside Portfolio Management teams including Acquisitions, Asset Management, Fund Management, Controllers, Finance Management Execution, and Alternative Capital Markets and Strategy
- Calculate and maintain disposition metrics including promote, gain on sale, and return metrics for the various investing entities
- Streamline Reporting : Coordinate with Asset Management, Strats, and Engineering:
- Develop and support unified modeling, data systems/reporting and aggregation systems
- Leverage technology to generate value-add reporting for Business Unit leadership, Asset Management and Portfolio Management groups, and the ACMS team
- Provide in an organized, efficient and consistent manner:
- Regular and ad-hoc reports and supporting data,
- Business Plan schedule, including the preparation on Portfolio Overviews/Roll-ups, and
- Valuation reporting data
- Infrastructure Uplift : Work with the Asset Management teams to revamp and standardize:
- Business Plan models, with an eye to having templates pre-populated from centralized database and Cash Flows stored in a centralized database
- Data input and storage systems, with a focus on centralizing one source of truth vs current situation of multiple input systems and databases
- Data fields for key definitions (eg LTV, NOI, All-In-Cost, Assets Under Management, etc)
- Bachelor s degree from a top-tier university (Business related majors), CPA and or CFA a plus
- 3+ minimum years of experience in real estate fund management and/or portfolio management, with preference for previous experience in institutional fund environment, Core Fund, REIT, Big 4, or top-tier investment bank
- Experience leading analysts/associates
- Strong project management skills as well as ability to manage senior leadership
- Strong communication and presentation skills
- Ability to work in a fast-paced and challenging environment; set prioritization for the team
- Advance working knowledge of Microsoft Excel, PowerPoint, and Word products
- SQL or other database skillsets are a plus
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
About The Company
Goldman Sachs
At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.com For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3 gs.com/social-media-disclosures
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