Asset & Wealth Management Operations - Retail SMA Oversight - Analyst

1 - 2 years

15 - 17 Lacs

Posted:4 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

JOB SUMMARY AND RESPONSBILITIES

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 & Wealth Management teams to create and facilitate the operational design of a strategic platform to support the Retail 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

PREFFERED QUALIFICATIONS

  • Previous experience in Operations and/or Financial Services Industry
  • Demonstrate ability to partner across operations groups, regions and functional responsibilities
  • Be an Analytical 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

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Goldman Sachs logo
Goldman Sachs

Financial Services

New York

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