Asset & Wealth Management Operations-Retail SMA Oversight-Associate

Goldman Sachs

1 - 6 years

9 - 13 Lacs

hyderabad

Posted:4 days ago| Platform:

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Skills Required

fund accounting wealth management operational risk fixed income cash management investment banking asset management risk management forecasting financial services

Work Mode

Work from Office

Job Type

Full Time

Job Description

JOB SUMMARY AND RESPONSBILITIES

This is a highly technical role and as 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 to solve for operational efficiency. The main areas of responsibility will be:

As part of this role, the associate 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).
Involve in day-to-day BAU activities (funding, onboarding & review of exceptions for Retail SMA accounts)
Understand the daily BAU activities, Identify and suggest controls and perform oversight activities
Leverage business intelligence tools and information systems to create new tools and workflows while ensuring accounting data accuracy and provide account policy oversight to create a controlled environment for investment management processes
Create daily SLA metrics and forecasting across our main business to track and monitor our KPIs and KRIs
Scalability analysis of workflow cost drivers and trends to help drive process improvements and efficiency
Coordinate across portfolio managers on cash funding, withdrawals, trading requests and account attribute changes
Process and control analysis to ensure effective oversight and risk management

BASIC QUALIFICATIONS

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)

PREFFERED QUALIFICATIONS

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)

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