ABOUT GOLDMAN SACHS
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.
ABOUT OUR ROLES
The Institutional Services team has primary responsibility for various aspects of account onboarding, portfolio accounting, and serves as the single point of contact for all operational queries relating to institutional clients. The team covers a wide range of client segments within the institutional space and a complex product range, including equities, fixed income, derivatives and alternative products. 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. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business, and to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best-in-class client experience and working closely with the business to maintain and enhance client relationships.
JOB RESPONSIBILITIES
- Holistic ownership and understanding of client accounts from a GSAM Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for Asset and Wealth Management Operations
- Communicating and working closely with the Sales and Client Relationship teams to provide high quality service to our clients and support ongoing business initiatives
- Liaise with client’s appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries
- Supporting Portfolio Managers and Sales to facilitate new manage escalations and resolution for a full range of services including: supporting client onboarding, answering client inquiries on their portfolio, any client-impacting issues, and execute on portfolio lifecycle events
- Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
- Apply process reengineering methodologies in executing strategies and tactical solutions
BASIC QUALIFICATIONS
- Bachelor’s degree required
- A minimum of 2 years of relevant professional industry experience with knowledge of, and interest in, financial markets, asset management and client services
- Strong verbal and written communication skills in both Japanese & English.
- Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
PREFERRED QUALIFICATIONS
- Previous experience in Operations and/or Financial Services industry, preferably with Client Services, Middle Office and/or Asset Management experience
- Be highly collaborative, team-oriented and strong consensus builder
- Demonstrate strong communication and interpersonal skills both written and oral
- Demonstrate ability to partner across product groups, regions and functional responsibilities
- Be a strategic thinker, possesses strong facilitation and data gathering skills to drive positive client experience and optimization of existing processes
- Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
- Risk management focus
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 opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.