Asset and Wealth Management- Operations- Request for Proposal- Vice President- Dallas

Company: Goldman Sachs Group, Inc.
Location: Dallas
Posted on: April 5, 2025

Job Description:

Asset and Wealth Management- Operations- Request for Proposal- Vice President- DallasJob DescriptionBringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. 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. We are:

• Investors, spanning traditional and alternative markets offering products and services.
• Advisors, understanding our clients' priorities and poised to help provide investment advice and strategies that make sense for their portfolios.
• Thought Leaders, providing timely insights across macro and secular themes to help inform our clients' investment decisions.
• Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals.OUR IMPACTThe Asset & Wealth Management Division is comprised of Goldman Sachs Asset Management (GSAM) and Private Wealth Management (PWM) and brings together Goldman Sachs' primary long term principal investing capabilities with the traditional money managing arm of the firm to offer a full suite of world-class investment solutions to the firm's clients.GSAM is seeking to add a highly motivated professional to its Centralized RFP team. This team is primarily focused on the coordination and completion of Request for Proposals ("RFPs") and Due Diligence Questionnaires ("DDQs") from prospective as well as existing clients. The Centralized RFP team will work closely with professionals across GSAM's Client Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity) and various sales channels to communicate information regarding the firm, product offerings, investment philosophy, and product-specific information to the client via RFPs and DDQs. The RFP Specialists team is responsible for communicating the investment team's investment philosophy, process, product positioning and current market trends to clients and each of GSAM's key distribution channels globally.Primary Responsibilities
  • Drive team huddles, manage pipeline and manage escalation to ensure we manage sales and product team expectations and deliver the RFP/DDQs in time with no compromise to quality and compliance standards.
  • Coordinate and complete high-quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner.
  • Develop knowledge of industry trends, competitive landscape and investment team's capabilities to facilitate improved client experience.
  • Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups.
  • Learn and communicate the investment team's investment philosophy, process, product positioning and current market trends to internal and external clients.
  • Lead with strategic initiatives and projects including technology initiatives to automate BAU, Reports and other materials.
  • Potentially manage people, help set goals aligned with organizational priorities and provide timely and constructive feedback to team members.
  • Assist in developing metrics to track key sales figures including RFP flows, win rates.
  • Assist with performing second level checks for RFPs, DDQs and 15Cs prepared by the Analysts/Associates on the team.Basic Qualifications
    • Bachelor's/ Master's Degree (Preferred: Master's Degree in Finance, Economics, Business or Commerce)
    • Strong analytical and interpersonal skills.
    • Strong organizational and project management skills.
    • People Management Experience (5-8 years).
    • Excellent communication skills both written and verbal.
    • Must be self-driven and hard working.
    • Exceptional attention to detail is a plus.
    • Ability to handle multiple projects, deadlines, personalities, and broad-based coverage.
    • Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products.
    • Ability to work in a fast-paced, team-oriented environment.
    • Knowledge of the investment management industry and GSAM is a plus.
    • Prior RFP content writing experience is preferable.BenefitsGoldman 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.ABOUT GOLDMAN SACHSGoldman 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.Job Info
      • Job Identification 142700
      • Job Category Vice President
      • Posting Date 03/13/2025, 03:37 AM
      • Locations Dallas, Texas, United States
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Keywords: Goldman Sachs Group, Inc., Dallas , Asset and Wealth Management- Operations- Request for Proposal- Vice President- Dallas, Executive , Dallas, Texas