CWM, PWM, RFP Writer, Analyst/Associate - New York

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YOUR IMPACTAre you a motivated, collaborative individual with a passion for investment management, looking for the opportunity to support a fast-paced team? We are seeking a driven professional with strong writing, communication and project management skills to work alongside the Private Wealth Management (PWM) Request for Proposal (RFP) Team.

An RFP is a questionnaire that a potential client issues when considering hiring a new investment management provider. The RFP response that we develop is often the critical first step in the institutional sales process.OUR IMPACTConsumer and Wealth Management (CWM)Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.PWMGoldman 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.RESPONSIBILITIES AND QUALIFICATIONS : HOW YOU WILL FULFILL YOUR POTENTIALPWM is looking for an RFP Writer (Request for Proposal) who is a highly motivated, team-oriented individual. The role offers an excellent opportunity to develop an in-depth knowledge of the Private Wealth Management business.The RFP Writer will respond to informational requests from institutional prospects and clients, working closely with our Advisors and members of the Portfolio Management Team, Compliance, Legal and other internal business units.Responsibilities include : Collaborating with Advisors, the Portfolio Management Team and other content specialists to develop appropriate responses to address particular prospect and client requestsEnsuring timely and accurate delivery of RFP responses including quality oversight and peer reviewsMaintaining and updating the RFP language repositoryAssisting with ad-hoc inquiries from PWM Advisory Teams globallyContributing to the evolution of RFP the process, technology, projects and resourcesSKILLS & EXPERIENCE WERE LOOKING FORBachelors's Degree requiredBasic knowledge of, and passion for, the investment management business and capital marketsHighly organized with exceptional attention to detail and excellent project management skillsDetail-oriented with critical reading, writing and editing skills, strong time management skills and ability to prioritize multiple deadlinesPositive attitude and work ethicStrong interpersonal skills including the ability to communicate well, build trust and confidence of colleagues, strengthen relationships through ongoing dialogue and interactions, and collaborate well with others internally to meet prospect and client needsConfidence to work in a fast-paced team environment to meet tight deadlinesStrong skills in MS Office (Word, PowerPoint, Excel)

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