Asset and Wealth Management

2 days ago

Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 9,00,000 - ₹ 12,00,000 per year
Job Description:Job Responsibilities
  • Leverage your operational background and experience to contribute to a growing business in Asset & Wealth Management
  • Assist Beta and GOAS Portfolio Management teams with comprehensive risk management, post-trade checks and revenue tracking
  • Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities in a time sensitive manner
  • Work with Private Wealth Advisor teams to ensure high-net-worth clients have a seamless onboarding process and excellent experience investing in Managed Strategies
  • Communicate trading instructions in a clear and timely fashion
  • Assist with various aspects of client portfolio performance reporting
  • Maintain representative accounts for individual strategies and resolve performance reporting queries
  • Liaise with middle office teams to resolve trade booking and settlement issues
Basic Qualifications
  • Four-year degree or higher in Management, Finance, Accounting or Economics.
  • In depth understanding of Processes and Procedures for client on-boarding, account maintenance, and account funding.
  • Acquaintance with different financial instruments (Stocks, Options, Fixed Income, Debt)
  • Prior experience in a markets-facing middle office team, wealth management operations or investment process implementation is a plus.
  • Excellent organizational skills.
  • Superior written and verbal communication skills.
  • Ability to maintain a high level of confidentiality
  • Enthusiastic and positive approach to problem-solving and client service.
  • Proven track record with cross training, task-sharing and mutually supportive teamwork.
  • Innovative thought processes and pro-active time management and task completion follow-through.

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