CIMD, Private Wealth Management, Portfolio Management Group , Financial Analyst - Hong Kong

Location(s) HK-Hong Kong
Job ID
Schedule Type
Full Time
Investment Management
Asia Except Japan
Consumer and Investment Management Division
Business Unit
Asia PMG
Employment Type



The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.



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. Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each clients particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.


The Portfolio Management Group (PMG) is a dedicated and experienced team that is responsible for managing multi-asset class discretionary mandates for PWM clients. This team brings together the independent investment strategy of the Investment Strategy Group (ISG), a rigorous investment process and a broad range of implementation options, enabling them to construct customized risk-focused portfolios. The role is primarily to assist with the ongoing portfolio management of our multi-asset class client portfolios; monitoring the asset allocation, currency exposures and implementation in accordance with the risk/return objectives of the agreed mandate. Candidate will also need to proactively think about thematic shifts and highlight room for additional funds to be added to the platform.


As a Financial Analyst, your responsibilities include:

  • Assist in the portfolio management of existing client portfolios involving areas such as portfolio construction, investment manager/vehicle selection, rebalancing and monitoring currency exposure
  • Manage all operational aspects of client accounts, including trading, position reconciliation, capital calls, private equity events
  • Executing and booking of trades in equities, bonds, mutual funds, derivatives & alternative investments, including hedge funds and private equity
  • Ability to discuss the financial markets and investment portfolio with clients
  • Creation/maintenance of marketing materials, quarterly reviews, portfolio analytics and performance attribution.
  • Contribute to a range of PMG-specific projects related to new fund launches, building infrastructure, technology development and general policies / procedures
  • For all of these activities, work in conjunction with other areas of ISG and the broader firm, including GSAM, Legal, Compliance and Technology teams


  • Minimum of 2 years experience in investment management industry
  • Knowledge of the various asset classes in a portfolio
  • Solid research skills
  • Strong presentation skills



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