Asset & Wealth Management Operations - Pwm Ops Billing - Associate - Bengaluru
2 weeks ago
WEALTH 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 individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
OPERATIONS
Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provide essential risk management and control, preserving and enhancing the firm's assets and its reputation. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business.
YOUR IMPACT
We are looking for a professional who wants to use their skills and experience to help deliver on operations agenda while challenging themselves to further their career at Goldman Sachs.
OUR IMPACT
Private Wealth Management (PWM) Operations supports Private Wealth Management, which is responsible for advising wealthy individuals on strategies to build and protect their financial assets through highly customized advice and service. PWM Operations is instrumental in meeting our clients' needs and is responsible for the development, service delivery and control of global private banking; proprietary and open architecture alternative investment vehicles; derivatives trading; bookkeeping, accounting, performance measurement and reporting of Goldman-custodied assets and away-custodied assets; multiple externally managed account platforms; and multiple custody services.
JOB SUMMARY AND RESPONSIBILITIES
- Carrying out daily processes and exception management activities for quarterly billing and data completeness reviews to be able to bill clients in a timely manner
- Working in conjunction with the Receivables Team to reconcile receivables and improve the fee receipt process.
- Engage in active interaction with PWM Sales, Compliance, Controllers and other Operations teams to deliver strategic solutions for Revenue generation functions
- Manage relationships with professionals from other teams and divisions by articulating recommendations to gain cross-divisional consensus
- Periodic review of standard operating procedures to analyze open risks within the processes
- Leverage Analytical skills, Creative problem Solving and Project Management skills to uplift existing processes
- Provide support to all team members.
BASIC QUALIFICATIONS
- Bachelor's/ master's degree (Preferred: Master's degree of Finance, Business or Commerce)
- Strong analytical skills and close attention to detail.
- Effective and strong communication skills.
- Excellent organizational and time management skills
- Ability to multitask and work in a fast-paced, team-oriented environment
- Takes ownership of completing tasks, meet deadlines
- Strong team player
- Willingness to learn and understand how the Billing function fits into the PWM business
- Advanced Excel skills preferred.
PREFERRED QUALIFICATIONS
- Knowledge of investment management industry is a plus
- Business Intelligence experience & relevant certifications (Tableau/ Alteryx) are preferred
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. about our culture, benefits, and people at
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. :
The Goldman Sachs Group, Inc., 2026. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Bengaluru
JOB FUNCTION
Billing - Invoicing, Fees & Commissions
DIVISION
Asset & Wealth Management
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