Asset & Wealth Management Operations-Institutional Oversight-Dallas-Associate

Institutional Oversight Team Member

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Job Summary & Responsibilities

Institutional Oversight (IO) team sits within Client Operations and has primary responsibility for all aspects of institutional account onboarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships.

Primary Responsibilities

• Holistic ownership and understanding of client accounts from a GSAM Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for GSAM Operations
• Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.
• Liaise with client's appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries. Interpret and determine Operational client requirements and service standards from legal documentation and business requirements supporting all account events. Coordinate controls and sign-offs both internally and externally.
• Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process.
• Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact
• Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
• Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture
• Apply process reengineering methodologies in executing strategies and tactical solutions

Basic Qualifications

• Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
• Bachelor's degree required
• Be highly collaborative, team-oriented and strong consensus builder
• Demonstrate strong communication and interpersonal skills both written and oral

Preferred Qualifications

• Previous experience in Operations and/or Financial Services industry- Relevant work experience of 3-5 years
• Demonstrate ability to partner across product groups, regions and functional responsibilities
• Experience with fixed income products and/or retirement investments is a plus
• Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
• Risk management focus

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Job Info

• Job Identification 174136
• Job Category Associate
• Posting Date 05/21/2026, 07:34 PM
• Locations Dallas, TX, United States