• CIMD Operations - Private Wealth Management (PWM) – Portfolio & Tax Team – Analyst/Associate – Salt Lake City

    Location(s) US-UT-Salt Lake City
    Job ID
    2020-59831
    Schedule Type
    Full Time
    Level
    Analyst, Associate
    Function(s)
    Business Finance & Accounting/Financial Planning - Early Career, Trade and Transaction Management - Early Career
    Region
    Americas
    Division
    Operations
    Business Unit
    PWM Ops Ref Data & Prod Mgmt
    Employment Type
    Employee
  • MORE ABOUT THIS JOB

    OPERATIONS
    Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

     

    YOUR IMPACT
    Are you looking to apply your quantitative skills while deepening your understanding of the Private Wealth Management business? Our Performance team is seeking a professional who is looking to collaborate with other partners in the firm to ensure the accuracy of performance data in the Private Wealth Management systems and provide subject matter expertise on performance methodology.

     

    OUR IMPACT
    The Performance team works closely with Private Wealth Management Business, Compliance, Technology, and other Operations teams globally to maintain firm-wide performance data.  The team is responsible for ensuring performance figures are accurate and implementing solutions to correct returns when necessary. Additionally, team members are the primary point of contact for global PWM performance questions.

    RESPONSIBILITIES AND QUALIFICATIONS

    HOW YOU WILL FULFILL YOUR POTENTIAL
    • Gain a comprehensive understanding of the various performance methodologies in the PWM systems
    • Develop an understanding of cost basis and how it is impacted by asset servicing events, product attributes, and other market events and translates into realized gains/losses and tax impact.
    • Manage projects to update our systems or add new functionality or controls.
    • Showcase your client service skills as you partner with PWM Business to ensure client’s performance, cost basis and tax questions needs are being met in a timely and satisfactory manner
    • Apply your quantitative skills as you analyze large data sets to identify exceptions and discrepancies
    • Liaise with PWM Compliance, Technology, and other Operation teams to ensure accurate data is reported on the PWM Desktop, Client Web, monthly client statements, and tax reports
    • Leverage your risk-management skills to successfully adhere to current controls while identifying areas where additional controls could be put in place

     

    SKILLS & EXPERIENCE WE’RE LOOKING FOR

     

    BASIC QUALIFICATIONS
    • Bachelor's degree
    • Strong client service, communication, and interpersonal skills
    • Proven analytical and problem solving ability
    • Ability to multi-task and prioritize accordingly
    • MS Office (Excel/Word/PowerPoint) proficiency
    • Ability to work effectively in a team environment
    • Ability to work independently and as a self-starter, as appropriate
    • Strong control focus and attention to detail

     

    PREFERRED QUALIFICATIONS
    • Previous Operations experience
    • Accounting, Tax, or Performance experience is a plus

    ABOUT GOLDMAN SACHS

    The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

    © The Goldman Sachs Group, Inc., 2019. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.

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