Senior Analyst - Asset & Wealth Management Operations - Pwm Ops Accounting & Recon Goldman Sachs

2.0 - 6.0 years

0 Lacs

karnataka

On-site

You will be part of the Wealth Management division at Goldman Sachs, where you will assist clients worldwide in achieving their financial goals. Your role will involve providing financial planning, investment management, and banking services to a diverse range of clients, including high net worth individuals, family offices, foundations, and corporations. As a member of the Operations team, you will collaborate with various departments within the firm to deliver banking, sales, trading, and asset management services to clients globally. Your responsibilities will include risk management, controls implementation, and ensuring accurate client positions and portfolio information are maintained for high-net-worth clients. In this role, you will focus on reconciling different sub-ledgers for PWM GS client positions and balances. You will work closely with operations and technology teams to ensure that client positions are accurately reflected in client sub-ledgers. Additionally, you will be responsible for maintaining the integrity of portfolio accounting functions, including validating and updating the cost basis. To excel in this position, you will need to develop a deep understanding of product and business processes related to trade flows and corporate action events. You will also be responsible for reviewing documentation for new and existing clients to ensure the accuracy of cost basis information. Furthermore, you will act as a liaison between operations, tax legal, compliance, and sales teams to influence the PWM business positively. Basic qualifications for this role include a bachelor's degree, at least 2 years of work experience in Operations or Finance, and proficiency in Microsoft Office Suite tools such as Excel, PowerPoint, and Word. Preferred qualifications include being proactive, team-oriented, detail-oriented, and possessing strong analytical and communication skills. A good understanding of the financial industry, ability to interact effectively with individuals from diverse backgrounds, and a sense of ownership and accountability are also desired qualities. Goldman Sachs is committed to fostering diversity and inclusion within the workplace and providing opportunities for professional and personal growth to all its employees. If you require accommodations during the recruiting process due to special needs or disabilities, the firm is dedicated to finding reasonable solutions to support you.,

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PWM Ops Accounting & Recon - Analyst Goldman Sachs

2.0 - 7.0 years

2 - 7 Lacs

Hyderabad / Secunderabad, Telangana, Telangana, India

On-site

HOW YOU WILL FULFILL YOUR POTENTIAL Develop a profound understanding of product & business involving Trade flows, corporate action events and translate this knowledge to day-to-day responsibilities. Ensure Cost basis information is accurately reflecting on client s Portfolio Satisfy the responsibility for completing detailed reviews of documentation for new and existing clients, including counterparty and client statement for ensuring right cost basis information is uploaded Becoming commercially aware and understand the nature of the business you are involved in while at the same time ensuring all Goldman Sachs standards are constantly being met. Displaying a strong ability to influence the PWM Business by serving as a liaison between operations, tax legal, compliance and Sales teams SKILLS & EXPERIENCE WE ARE LOOKING FOR BASIC QUALIFICATIONS Bachelors degree required At least 2 years of work experience in Operations or related field At least 2 years of work experience in Finance or related field Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word PREFERRED QUALIFICATIONS Candidate must be proactive, enthusiastic and team oriented Accuracy and attention to detail and strong organizational skills Strong written and verbal communication skills Strong analytical skills Good understanding of the financial industry Ability to interact we'll with people from multiple cultures Good PC skills - MS Office Strong sense of ownership and accountability Strong organizational and time management skills

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