Asset & Wealth Management Operations Specialist - Institutional Oversight

1 month ago

Bengaluru, Karnataka, India Goldman Sachs Full time
Job Summary

We are seeking a highly skilled and detail-oriented Institutional Oversight Specialist to join our Asset & Wealth Management Operations team. As a key member of our team, you will be responsible for providing holistic ownership and understanding of institutional client accounts from a GSAM Operations perspective.

Key Responsibilities
  • Coordinate issues across all Operations teams and business partners, and act as a point of contact for GSAM Operations.
  • Review and provide oversight of account level metrics, including post-reconciliation resolve daily cash & position exceptions against custodians, transfer agent, review client managed collaterals & external manager reconciliations as defined by operating standards and research, escalate, re-mediate exceptions as appropriate.
  • Coordinate and manage tasks such as cash-flow bookings, security transfers, overdrafts to ensure cash balances, positions on client accounts are accurate to support trading activity.
  • Monitor cash flows/transfer requests sent on behalf of clients and process within agreed SLA.
  • Liaise with client's appointed counter parties (custodian, transfer agents and respond to adhoc service requests and inquiries.
  • Ensure accounting data accuracy (Cost reconciliations, current face true-ups) and provide accounting policy oversight in order to create controlled environment for investment management process.
  • Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact by working with internal and external stakeholders.
  • Ensure timely instruction of external manager fee payments, capital calls/distributions on a quarterly basis as agreed at the time of account launch.
  • Partner across regional and global teams to drive forward synergies and streamline processes to enable positive client experience.
  • Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological, low code solutions to build appropriate architecture.
  • Apply process reengineering methodologies in executing strategies and tactical solutions.
Requirements
  • Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint.
  • Be highly collaborative, team-oriented, and strong consensus builder.
  • Demonstrate strong communication and interpersonal skills both written and oral.
  • Advanced skills in Microsoft Excel and proficient in PowerPoint, Word, and other MS Office Suites.
  • Proven excellence in risk management and focus, high attention to detail with a sense of urgency a must.
  • Ability to partner across product groups, regions, and functional responsibilities.
  • Bachelor's degree required.
Preferred Qualifications
  • Previous experience in Operations and/or Financial Services Industry, preferably in Asset management. Relevant work experience of 3-4 years.
  • Demonstrate ability to partner across Operations teams, regions and functional responsibilities.
  • Attention to detail and ability to work to tight deadlines under pressure.
  • Risk management focus along with effective communication skills.
  • Ability to drive projects & daily BAU through execution with minimal oversight.
  • Technically adept in working with Business Intelligence and low code tools such as Alteryx, Tableau etc.
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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