Asset & Wealth Management Operations - Client Reporting - Senior 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 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.
Within Operations, Asset Wealth Management (AWM) delivers asset management and wealth management capabilities to clients around the world. We are a multi-faceted group that partners with all areas of the Investment Management Segment to support evolving markets and business requirements. Alongside that vital service delivery role, AWM Operations provides essential risk management and control.
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 & RESPONSIBILITIES
This position will involve extensive interaction with various teams within PWM Operations and Technology. Data on client statements is controlled by various teams within PWM. The client reporting team is entrusted with the responsibility of liasoning with these teams and ensuring the timely and accurate transmission of client statements. In addition the team also co-ordinates regulatory and ad-hoc mailing for wealth management clients.
The team is responsible for the following functions:
Checkout of client statements Liasoning with teams for ensuring data accuracy Transmission of statements to the print vendor. Statement returns/bounce back management Metrics reporting to management on a daily basis. Co-ordination of regulatory and other ad-hoc mailing for PWM clients Manage changes for client statement disclosures and footnotes.The candidate will be expected to gain thorough knowledge of the function and relevant risk management systems within first 12 months. PWM Operations provides many development opportunities for dedicated, high-performing professionals. Depending on requirements, there may be learning opportunities in other groups within PWM Operations. The opportunity exists for interested and proven team member (subject to business and team needs).
BASIC QUALIFICATIONS
Minimum 4 years of work experience in a Financial Industry/Banking. Good communication skills Ability to clearly elaborate the issues is crucial as significant part of the job Strong sense of attention to details Very strong financial risk awareness Strong analytical and logical skills Forward thinking, with the ability to assert new ideas and follow them through Ability to go through large daily volumes and stay focused throughout the day Self motivated team player, ownership, accountability, organizational/prioritization skills, proactive, ability to multitask, ambitious, independent, positive mindset Good PC skills – MS OfficePREFERRED QUALIFICATIONS
Commerce degree from tier-1 institute with exposure in Finance. 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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Bengaluru, India Goldman Sachs Full timeASSET 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,...
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Bengaluru, India Goldman Sachs Full timeASSET AND WEALTH 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,...
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Bengaluru, India Goldman Sachs Full timeASSET AND WEALTH 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,...
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Bengaluru, India Goldman Sachs Full timeAsset and 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...
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Bengaluru, India Goldman Sachs Full timeAsset and 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...
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Bengaluru, India Goldman Sachs Full timeWEALTH 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...
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Bengaluru, India Goldman Sachs Full timeWEALTH 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...
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Bengaluru, India Goldman Sachs Full timeASSET 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,...
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Bengaluru, India Goldman Sachs Full timeASSET 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,...
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Bengaluru, India Goldman Sachs Full timeWEALTH 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...
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Bengaluru, India Goldman Sachs Full timeWEALTH 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...
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Bengaluru, India Goldman Sachs Full timeASSET & 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...
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Bengaluru, India Goldman Sachs Full timeASSET & 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...
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Bengaluru, India Goldman Sachs Full timeASSET & 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...
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Bengaluru, India Goldman Sachs Full timeAsset and Wealth Management (AWM) Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led asset and wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including...
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Bengaluru, India Goldman Sachs Full timeASSET & 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...
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Bengaluru, India Goldman Sachs Full timeASSET & 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...
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Bengaluru, India Goldman Sachs Full timeASSET AND WEALTH 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,...
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Bengaluru, India Goldman Sachs Full timeASSET AND WEALTH 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,...
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Bengaluru, India Goldman Sachs Full timeASSET & 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...
