Asset & Wealth Management Operations - Client Onbaording, Alternatives - Senior Analyst - Bengaluru
3 weeks ago
ASSET AND WEALTH MANAGEMENT
Bringing 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.OPERATIONS
Operations is a dynamic, multi-faceted function that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.
OUR IMPACT
A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. 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. Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.
JOB SUMMARY AND RESPONSIBILITIES
The position of Client Onboarding Analyst in Shareholder Services is ideal for someone who is interested in learning all the requirements for new clients to invest in various Goldman Sachs Asset Management products (. mutual funds, alternative investments, separately managed accounts) and streamlining the process with a client service mindset. To successfully onboard client relationships, this role involves communication and coordination across many internal teams, such as Tax, Legal, Compliance, Sales and Service. This position requires adhering to laws and regulations, a thorough understanding of a client service/onboarding environment, and an in-depth knowledge of the industry, our client base, and our systems.
Serve as the primary point of contact for internal clients with respect to client onboarding & AML initiatives; including answering account documentation inquiries, acting as the service stakeholder for policy/procedure related discussions, and establish client accounts on firm systems Verify that all documentation received from the client comply with regulatory and compliance standards, as well as firm-wide AML guidelines Maintaining workflow procedures and onboarding documentation Communicate and work closely with client-facing Service and Sales teams to provide high quality service to our Institutional and Intermediary Partners Work on special projects as necessary (. automation related projects, new business lines) Partner with Management and other Service Representatives to build long term successful and scalable service models Cultivate a service environment targeted towards enhancing the client onboarding experience Analyzing and problem solving, both independently and with the team Monitor and escalate onboarding issues to ensure a high quality response to clientsBASIC QUALIFICATIONS
Bachelor’s degree required. Previous experience in Operations and/or Financial Services industry- Relevant work experience of 2-3 years Be highly collaborative and team-oriented. Demonstrate strong analytical and interpersonal skills. Excellent communication skills both written and verbal. Must be motivated and hard working. Exceptional attention to detail and accuracy. Strong risk management focus. Ability to handle multiple projects, deadlines 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. Ability to think strategically, drive consensus and influence decision making.ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
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bangalore, India Goldman Sachs Full timeWEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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...
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bangalore, India Goldman Sachs Full timeASSET AND WEALTH MANAGEMENT Bringing 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,...
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bangalore, India Goldman Sachs Full timeWEALTH MANAGEMENT OPERATIONS Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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...
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bangalore, India Goldman Sachs Full timeASSET MANAGEMENT Bringing 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...
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bangalore, India Goldman Sachs Full timeASSET MANAGEMENT Bringing 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...
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bangalore, India Goldman Sachs Full timeASSET & WEALTH MANAGEMENT OPERATIONS Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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...
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bangalore, India Goldman Sachs Full timeGoldman Sachs is global investment banking, securities, and investment management firm. We provide a wide range of services to a substantial and diversified client base that includes corporations, institutionalinvestors, governments, non-profit organizations, and high net worth individuals. Our headquarters is in New York and we maintain significant offices...
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bangalore, India Goldman Sachs Full timeASSET AND WEALTH MANAGEMENT Bringing 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,...
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bangalore, India Goldman Sachs Full timeAsset and Wealth Management Operations Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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...
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bangalore, India Goldman Sachs Full timeAbout Goldman Sachs The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and...
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bangalore, India Goldman Sachs Full timeGoldman Sachs is global investment banking, securities, and investment management firm. We provide a wide range of services to a substantial and diversified client base that includes corporations, institutional investors, governments, non-profit organizations, and high net worth individuals. Our headquarters is in New York, and we maintain significant...
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bangalore, India Goldman Sachs Full timeWEALTH MANAGEMENT OPERATIONS Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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...
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bangalore, India Goldman Sachs Full timeASSET & WEALTH MANAGEMENT OPERATIONS Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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...
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bangalore, India Goldman Sachs Full timeASSET MANAGEMENT Bringing 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...
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bangalore, India Goldman Sachs Full timeASSET AND WEALTH MANAGEMENT Bringing 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,...
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bangalore, India Goldman Sachs Full timeASSET & WEALTH MANAGEMENT OPERATIONS Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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...
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bangalore, India Goldman Sachs Full timeWEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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...
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bangalore, India Goldman Sachs Full timeASSET AND WEALTH MANAGEMENT Bringing 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,...
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bangalore, India Goldman Sachs Full timeASSET MANAGEMENT Bringing 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...
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bangalore, India Goldman Sachs Full timeASSET MANAGEMENT Bringing 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...
