Asset & Wealth Management Operations - Trade Processing - Senior Analyst -Bengaluru

6 months ago


Bengaluru, India Goldman Sachs Full time

WEALTH MANAGEMENT OPERATIONS

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 function that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.

YOUR IMPACT

The PWM Mutual Funds is seeking a professional who is driven, motivated and analytical. Your role will involve active partnership with Sales, Transfer Agent, Compliance, External Vendors, Tenchology, Risk and other Operational Departments to facilitate and provide front to back operational support for the PWM client’s Mutual Fund investments.

OUR IMPACT

The PWM Mutual Funds team within the Global Fund Management space is primarily responsible in providing pre-trade and post trade functions which includes trade mangement, reconciliations, product set up, client communication, exception handling etc. These functions forms an integral part of our business by working to identify solutions that balance the business, client and regulatory needs.

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 & RESPONSIBILITIES

Demonstrate the ability to constantly apply sound business judgment in order to manage trade positions, firm exposure and settlements Perform trade management, reconciliation, asset servicing, funding, correction etc related functions for various entities of Goldman Sachs (GSCO, GSI, GSLU and GSBZ) enforcing regulations and Goldman Sachs policies Develop a profound understanding of Financial Instruments and market knowledge involving Mutual Fund product and translate this knowledge to day-to-day responsibilities Engage in opportunities to review processes, analyze information, make decisions and recommendations and implement and monitor procedures Becoming commercially aware and understand the nature of the business you are involved in while at the same time develop a deeper understanding of complex transactions Displaying a strong ability to influence the PWM Business by developing a deeper understanding of complex transactions and serving as a liaison between Transfer Agent, Counterparties, Compliance, Sales teams, External Vendors and Firmwide Operations teams Develop strong working relationships with Technology to help address technology-related issues and prioritize various projects/initiatives, Support system development through specification, user testing and integration

   BASIC QUALIFICATIONS

• Bachelor's degree required  1 - 2 years of work experience in Operations or related field  1 - 2 years of work experience in Finance or related field  Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word

PREFERRED QUALIFICATIONS

Candidate must be proactive, enthusiastic and team oriented Ability to prioritize and make decisions in a fast-paced environment  Accuracy and attention to detail and strong organizational skills Strong written and verbal communication skills Strong analytical and data skills Good understanding of the financial industry and financial instruments Ability to multi-task with high accountability and due deligence In-depth knowledge of trade settlement process (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. Learn more about our culture, benefits, and people at /careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.



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