Job
Description
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. BUSINESS OVERVIEW Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. YOUR IMPACT Private Wealth Management (PWM) Operations team is seeking an Analyst/Sr. Analyst to join the Client Onboarding Transformation team. The professional will collaborate with our Product Stakeholders for upliftment of legacy onboarding screens, testing end-to-end from mainstream to downstream applications to ensure correct onboarding flow from different sources to facilitate account onboarding for PWM Clients while maintaining quality and ensuring compliance to Firmwide and internal regulatory policies. There will be a strong focus on providing best in class client service and subject matter expertise to our business partners and clients directly. The professional will also have the opportunity to be innovative by improving processes, reducing risk and increasing efficiency. Client Onboarding Transformation acts as a Testing Center of Excellence that is a model of a centralized testing platform which provides for standardizing testing process and optimal utilization of resources for testing purpose. It brings together the best practices & tools in a shared architecture which can be leveraged across multiple projects/teams. We work closely with PWM Business teams, PWM Tech, and other Operations groups to ensure a positive client experience during the onboarding process. Client Onboarding is a dynamic, fast paced and highly regulated function that focuses on account documentation, data integrity, risk management and regulatory requirements. HOW YOU WILL FULFILL YOUR POTENTIAL In Wealth Management, we help our clients pursue their wealth management goals through careful advice & investment management. Wealth Management Engineering plays a pivotal role in building the tools and applications our business needs to effectively manage and support our client s diverse requirements. We support the entire user experience starting with onboarding through to maintenance, UI uplift, performance, as well as providing clients access to their portfolios online via Goldman.com. BASIC QUALIFICATIONS Bachelors degree in Computer Science, Engineering, or related field 0-3 years of Experience in software testing or test automation Familiarity with Selenium and testing frameworks like TestNG, or Cucumber Comfortable using Git and test management tools like JIRA for Test Management and Zephyr Knowledge of testing concepts, methodologies, and technologies Ability and skills to understand business requirements, analyze and write test scripts Good interpersonal communication skills Pro-activeness, flexibility, and creativity in driving results Good collaboration and stakeholder management skills Good understanding of Agile methodologies Defect Management for quick defect resolution Document test cases and capture evidence Manage multiple tasks, great analytical skills and use sound judgement Preferred Banking and Finance experience Preferred working knowledge of Alteryx and Tableau
