Asset & Wealth Managament Operations - Retail Separately Managed Account (SMA) Oversight - Analyst-Bengaluru in Bengaluru at honor foundations

Date Posted: 9/23/2024

Job Snapshot

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 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 

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

Are you looking to apply your client service and analytical skills while deepening your understanding of asset management? Our GSAM Retail SMA Oversight team is seeking a professional who is looking to partner with our diversified client base and global business counterparts to provide best-in class client experience to define solutions and lead change across the operational infrastructure.

OUR IMPACT

The GSAM Retail SMA Oversight team sits within the Asset Management Segment and has primary responsibility of portfolio accounts, cash management, client reporting and serves as the single point of contract for all operations related client inquiries. Functions cover a wide range of clients and a complex product range, which includes equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. 

JOB SUMMARY AND RESPONSIBILITIES

This is a highly collaborative role and such requires the capability to work effectively with a diverse range of professionals both internally and externally, covering a wide variety of products and functions. The main areas of responsibility will be:

  • As part of this role, the analyst will partner with the Asset Management and Consumer Wealth (CWM) teams to facilitate the operational design of a strategic platform to support the Separately Managed Account (SMA) 
  • Understand and perform daily activities like funding, review of breaks across retail function
  • Trading desk support to include ad-hoc queries as well as ongoing business initiatives
  • Coordinate across portfolio managers on cash funding, withdrawals, trading requests and account attribute changes

BASIC QUALIFICATIONS

  • Minimum of 1-2 years’ experience in asset management or related field such as accountancy, middle office functions
  • Risk management focus
  • Attention to detail with a sense of urgency a must
  • Proficient in Microsoft Office, specifically Word, Excel and PowerPoint as well as web-based applications
  • Bachelor’s degree required
  • Be highly collaborative, team-oriented and strong consensus builder
  • Demonstrate strong communication and interpersonal skills both written and oral

PREFERRED QUALIFICATIONS:          

  • Previous experience in Operations and/or Financial Services Industry
  • Demonstrate ability to partner across operations groups, regions and functional responsibilities
  • Be a strategic thinker, possesses strong facilitation and data gathering skills
  • Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
  • Understanding of the product lifecycle and user experience for the distribution of products on a digital platform
  • Technically adapt to working with Business Intelligence and low code tools such as Alteryx, Tableau and Robotics Processing Automation (RPA)

     

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 GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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

Goldman Sachs is an equal employment/affirmative action employer

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