Asset & Wealth Management Operations - Client Reporting - Associate - Bengaluru

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 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

Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.

YOUR IMPACT

Are you looking for a new challenge in a dynamic, international environment in Asset Management? Do you have excellent communication skills and an interest in a broad range of responsibilities? We're looking for a professional to join the Asset Management Reporting Operations team.

OUR IMPACT

Goldman Sachs Asset Management (GSAM) is the investment management arm providing global investment opportunities to a substantial and diversified client base including institutions, governments and high net worth individuals. Reporting Operations team is an integral function of the GSAM Funds and Separate Accounts business. The team partners with multiple internal and external teams, vendors, distributors and also clients to understand, execute and manage client deliverables. Automation is a key focus area to increase scale and impact across our reporting offerings.

BUSINESS UNIT OVERVIEW

Goldman Sachs Asset Management (GSAM) is the investment management arm providing global investment opportunities to a substantial and diversified client base including institutions, governments and high net worth individuals. Asset Management Operations partners with two main areas of the firm to deliver asset management capabilities to clients around the world, providing essential risk management and control as well as client service and excellence in execution.

JOB SUMMARY AND RESPONSBILITIES

The GSAM Institutional and Fund Reporting team manages the setup and distribution of client reporting deliverables for all Institutional Clients globally and Clients & Prospects invested in GSAM Mutual Funds across multiple regions. In addition, we manage institutional portal client setup, produce Monthly Mutual Fund Updates and provide assistance on a number of other client relationship functions.

Act as a client reporting specialist within the Bangalore Client Reporting team, partnering closely with Client Relationship Managers, Sales and product team(s) to fulfil regularly scheduled Institutional / Mutual Fund Client Reporting deliverables.

The team is responsible for the following functions:

• Checkout / Delivery of Standard reports
• Monthly factsheet Production
• Liaise with upstream teams for ensuring data accuracy
• Metrics reporting to management on a daily basis.
• Preparation & delivery of Custom Reports
• Co-ordination of regulatory reports for GSAM
• Manage changes for client statement disclosures and footnotes
• Access provisioning to

BASIC QUALIFICATIONS

• Relevant experience of 2 - 3 years
• Good communication skills and ability to clearly articulate issues is crucial
• Attention to details and strong financial risk awareness
• Strong analytical and logical skills. Forward thinking, with an ability to problem solve and think creatively
• Ability to go through large daily volumes and stay focused throughout the day

PREFFERED QUALIFICATIONS

• Commerce degree from tier-1 or 2 institutes with exposure in Finance.
• Self-motivated team player, ownership, accountability, organizational/prioritization skills, proactive, ability to multitask, ambitious, independent, positive mind set
• Good PC skills – MS Office
• Inclination to learn automation tools or new vendor tools will be helpful in the long term
• Business Intelligence Tools like 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. about our culture, benefits, and people at

The Goldman Sachs Group, Inc., 2024. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Same Posting Description for Internal and External Candidates

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
Portfolio Lifecycle Management
DIVISION
Asset & Wealth Management