The Asset & Wealth Management Operations - Retail SMA Oversight - Associate role at Goldman Sachs involves partnering with Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform to support the Retail Separately Managed Account (SMA). The associate will be responsible for day-to-day BAU activities, identifying and suggesting controls, and performing oversight activities.
Requirements
- Previous experience in Operations and/or Financial Services Industry, preferably in Asset management
- Extensive understanding of the product lifecycle and user experience for the distribution of Fixed Income, Equity, and other similar financial products on a digital platform
- Practical and technical knowledge of fund accounting
- Understanding of accounting impact across different types of lifecycle events
- Advanced skills in Microsoft Excel and proficient in PowerPoint, Word, and other MS Office Suites
- Be highly collaborative, team-oriented, and strong consensus builder
- Proven excellence in risk management and focus
- Ability to partner across product groups, regions, and functional responsibilities
- Ability to effectively communicate across all levels, both written and oral
- High attention to detail with a sense of urgency a must
- Bachelor’s degree required
- Experienced in partnering and managing teams during high growth phases
- Strategic and creative thinker, with strong facilitation and data gathering skills, able to recommend tactical and long-term solutions
- Ability to drive projects & daily BAU through execution with minimal oversight
- Understanding of Taxlot accounting and hands on experience on accounting systems like Invest1, APL and Geneva
- Technically adept in working with Business Intelligence and low code tools such as Alteryx, Tableau and Robotics Processing Automation (RPA)
Benefits
- Health insurance
- Retirement plan
- Paid time off
- Professional development opportunities
- Diversity and inclusion initiatives