Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338 Mia[

Asset & Wealth Management
- Miami
- Associate, Business Development Professional
- Miami, FL, United States

Job Duties:

Associate, Business Development Professional with Goldman Sachs & Co. LLC in Miami, Florida.

Work alongside private wealth advisors to support and implement wealth management strategies for clients in Latin America and Florida. Develop and prepare marketing presentations for prospective clients, and source new clients through cold outreach in both English and Spanish.

Analyze investment portfolios for risk and return characteristics.

Execute portfolio rebalancing and trades.

Research internal and external investment vehicles for client asset allocation, specifically related to their location, whether in the US or in Latin America.

Serve as team’s client relationship management system expert.

Participate in team’s prospective client meetings and follow up as appropriate for clients in Latin America and the US.Guide new business team meetings and associated action items.

Relay research and market views to private wealth advisors, clients, and prospective clients, specifically tailoring them to their respective locations in Latin America or the US.Liaise with various product groups to respond to client needs, tailoring the approach to the client’s specific needs depending on location.

Job Requirements:

Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Accounting, or related analytical or engineering field such as Industrial Engineering, and two (2) years of experience in the job offered or in a related role.

Prior employment must include two (2) years of experience with: financial markets and investment analytics, specifically relating to US, Non-US Developed, and / or Emerging Markets equities, fixed income, and/ or other asset classes directly impacting client assets; presenting and communicating, verbally and written, current macroeconomic and financial environments, views and forecasts, to existing and prospective clients and stakeholders in both English and Spanish;;Excel,

PowerPoint, and other applications used for the structuring, pricing, and display of information regarding client’s assets;;market facing systems including Bloomberg or Refinitiv to execute transactions daily; and client facing trade execution in both US Markets and International Markets, such as the Mexican Stock Exchange.

Fluency in Spanish required to provide financial and investment advice to clients in Latin America, whose native language is Spanish and whose needs must be tailored to their specific location.

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.

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.

Financial Wellness & Retirement

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’ priorities.

Health Services

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.

Fitness

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).

Child Care & Family Care

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.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.