Asset & Wealth Management Professional - Client Revenue Operations Expert

3 weeks ago


Bengaluru, Karnataka, India Goldman Sachs Full time

Unlock Your Potential in Asset Management

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We are seeking a highly skilled and experienced professional to join our Client Revenue Operations team at Goldman Sachs. As an Asset & Wealth Management Professional, you will play a critical role in ensuring the smooth operation of our revenue management processes.

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About Us

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Goldman Sachs is a leading global investment banking, securities, and investment management firm. Our commitment to innovation, excellence, and teamwork drives us to deliver exceptional results for our clients, shareholders, and communities we serve.

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Your Role

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In this exciting opportunity, you will be responsible for:

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  • Reviewing fee schedules and IMA agreements to optimize efficient client invoicing solutions.">
  • Implementing and generating client management fee invoices per client requirements and fee schedules.">
  • Dispatching invoices and accounting for receivables and managing general ledgers.">
  • Focusing on building enhancements and efficiencies within invoicing workflows and systems.">
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Key Responsibilities

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You will work closely with senior members of the division to cover day-to-day and project-related tasks relevant to the activities mentioned above. Additionally, you will:

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  • Ongoing review and maintenance of internal policies and procedures to increase automation, scalability, and outsourcing of tasks to billing processes with appropriate controls and cost efficiencies.">
  • Coordination of new clients and setup on internal and vendor systems and platforms, working closely with Client Relationship Manager, sales, and business side.">
  • Accurate calculation and processing of invoices in accordance with client and company policies.">
  • Rigorous verification of fee calculations to identify and rectify any discrepancies or errors before invoice processing.">
  • Timely and accurate processing of invoices to clients.">
  • Matching incoming payments to corresponding internal General Ledger (GL) entries, ensuring accurate and up-to-date financial records.">
  • Maintaining detailed records and documentation of fee calculations, ensuring transparency and auditability.">
  • Identifying opportunities for process improvement and efficiency enhancements within the rebate and trailer fee calculation function.">
  • Providing management/board reporting and information for ad-hoc management requests.">
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What We're Looking For

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To succeed in this role, you should have:

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  • Bachelor's degree in finance, accounting, or a related field.">
  • Minimum of 1 year of experience in similar industry, specifically within Revenue functions.">
  • Knowledge of financial instruments, investment products, and industry regulations.">
  • Excellent attention to detail and analytical skills.">
  • Strong communication and interpersonal skills.">
  • Ability to work effectively in a team and independently.">
  • Strong problem-solving abilities.">
  • Exposure to project-based work, especially thinking through and delivering policy and process improvements.">
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Competitive Salary

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The estimated salary for this position is $85,000 - $110,000 per year, based on your qualifications and experience.

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About the Benefits

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We offer a comprehensive compensation package, including competitive salary, bonus potential, and benefits that support your health, well-being, and career growth.

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Join Our Team

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If you're passionate about asset management and revenue operations, and possess the skills and experience required for this role, we encourage you to apply. Please submit your resume and cover letter for consideration.



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