Asset & Wealth Management, Client Solutions Group Data Steward, Associate

2 days ago


Bengaluru, Karnataka, India Goldman Sachs Services Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year
Job Description

Goldman Sachs Asset Management

Goldman Sachs Asset Management is one of the world's leading investment managers. Goldman Sachs Asset Management provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals, and family offices.

RESPONSIBILITIES AND QUALIFICATIONS

The role is on the Strategic Data Services team which is part of the Goldman Sachs Asset Management Client Solutions Group. Our team collaborates closely with senior management to drive growth and profitability of the global Third-Party Wealth business by managing core data sets, assisting with strategic initiatives, stewarding data to identify sales opportunities, and developing reporting and analysis. We oversee vendors and perform day-to-day operations that form the foundation of our sales teams day-to-day calling efforts, while also maintaining sales metrics and business/market analytics for divisional and business managers with a clear focus on accuracy and integrity of data. Our team works closely with Engineering and Sales Strategy & Enablement Teams to enhance client relationship management infrastructure as well as streamline processes that impact the broader sales teams.

YOUR IMPACT

We are seeking a highly motivated, detail-oriented Associate to join our Goldman Sachs Asset Management Client Solutions Group. In this role, you will partner with various teams within the Client Solutions Group to provide analytical support regarding our sales and distribution efforts with key client firms, platforms, and registered investment advisors. You will support data management initiatives by leveraging internal and external applications and databases, and by partnering with strategy, engineering, and external vendors to facilitate the use of complete and accurate sales data. You will work with large amounts of data in both an independent and collaborative setting, helping to provide analytical support towards the broader management team.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Maintain accurate mutual fund, SMA, alternatives, and ETF trade data to facilitate reporting and analysis for the Goldman Sachs Asset Management Client Solutions Group.
  • Govern foundational client hierarchy data at the firm, office, and rep level while stewarding industry data into downstream tools to identify new opportunities for the sales teams.
  • Run data quality controls, reconcile datasets, and update core systems to accurately steward and maintain product data hierarchy.
  • Act as a central point of contact to resolve sales data inquiries and inaccuracies in a timely manner by stewarding data within the CRM while maintaining client coverage and conflict requests.
  • Work closely with our sales attribution vendor to oversee the daily reconciliation of trade processing files and downstream reporting.
  • Collaborate with cross-functional teams such as Engineering, BI, and Sales Strategy and Enablement to execute on functionality builds to support sales reporting priorities, as well as downstream analytics, client engagement, and workflow tools.
SKILLS & EXPERIENCE WE ARE LOOKING FOR
  • Interest in data quality, reconciling core data sets, and operations with the ability to identify areas of improving efficiency through automation and scalability.
  • Strong analytical, problem solving, and written and oral communication skills.
  • Able to work both independently and collaboratively, pro-actively assessing dynamic situations and crafting unique solutions.
  • Self-motivated and driven, with a strong attention to detail.
  • Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards.
  • Strong interpersonal skills: ability to build the trust and confidence of colleagues, strengthen relationships through ongoing dialogue and interactions, and collaborate well with others internally and externally.
  • Strong skills in Excel (vlookups, pivot tables, simple macros, etc.) and PowerPoint (graphs/charts).
  • Relevant experience in data management, sales reporting & attribution, sales operations, investment management operations, Agile framework, or Sales Force a plus.
Locations - Opportunity Overview CORPORATE TITLE

Associate

OFFICE LOCATION(S)

Bengaluru

JOB FUNCTION

External Product Specialists

DIVISION

Asset & Wealth Management

Apply



  • Bengaluru, Karnataka, India Goldman Sachs Full time

    ASSET MANAGEMENTBringing 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 ...

  • Senior Wealth Manager

    2 weeks ago


    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Job Category Associate iOS Developer WHAT WE DO At Goldman Sachs our Engineers don t just make things - we make things possible Change the world by connecting people and capital with ideas Solve the most challenging and pressing engineering problems for our clients Join our engineering teams that build massively scalable software and systems ...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Job Category Analyst ABOUT OUR ROLES IN ASSET and WEALTH MANAGEMENTGoldman Sachs Asset and Wealth Management AWM provides asset management wealth management and banking expertise to consumers and institutions around the world AWM partners with various teams across the firm to help individuals and institutions navigate changing markets and take control...


  • Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job DescriptionAbout Goldman SachsThe 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...

  • UI/ UX Designer

    3 weeks ago


    Bengaluru, Karnataka, India Neo Wealth and Asset Management Full time

    About Neo Group: Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Job Category Analyst About Goldman Sachs At Goldman Sachs we connect people capital and ideas to help solve problems for our clients We are 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...

  • Manager

    12 hours ago


    Bengaluru, Karnataka, India Neo Wealth Partners Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Company DescriptionNeo Wealth Partners (NWP) is a wealth management firm where bankers and the firm work as equal partners to deliver client solutions. Partners operate independently, free from organizational targets, and receive comprehensive support from institutional infrastructure, resulting in sustainable and client-centric engagements. Neo Wealth...


  • Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Description Asset 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...


  • Bengaluru, Karnataka, India Candidate Experience Site - Lateral Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About Goldman SachsAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are 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...