Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Analyst
Goldman Sachs
Job Description JOB SUMMARY AND RESPONSBILITIES
- Holistic ownership and understanding of client accounts, trade life cycle and act as a single point of contact for AMD business for any investment guideline issues or queries. Types of client accounts include institutional separately managed accounts, regulated mutual funds/pooled vehicles, ERISA pension plans, and unregistered private funds.
- Ability to understand and decipher into business logic from sources including investment management agreements (IMA), fund prospectuses and statement of additional information, Investment Policies, Pre-Contractual Obligations (PCDs) and other client investment restrictions including an ever-evolving landscape of Environmental, Social and Governance ("ESG") client and regulatory requirements.
- Implement and maintain client and regulatory guideline rules on compliance platforms
- Liaison with Investment Teams to ensure understanding and adherence to investment guidelines
- Partner with various operations and technology engineering teams to improve data availability and quality, and improvements/modernization of existing processes.
- Collaboration with post-trade guidelines monitoring partners to provide advice and assistance in helping to resolve live guideline exceptions and issues, exceptions reduction, and manually monitored guidelines.
- Represent the team in client meetings for due diligence purposes
- Partner and liaise with client implementation teams to qualify new business, implement account events, and ensure the adequacy of account surveillance.
- Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture.
- Bachelor's degree required
- Analyst level with around 2-4 years of professional experience in the financial services industry
- Knowledge of operational aspects of trade management or investment guidelines surveillance
- Be highly collaborative, team-oriented, and strong consensus builder
- Demonstrate ability to partner across product groups, regions, and functional responsibilities
- Possess strong communication and interpersonal skills both written and oral
- Flexibility to be available for occasional time-sensitive pre-trade support needed after hours prior to Asia market opening
- Solid base understanding of equities, fixed income, bank loans, private credit, currencies, and derivative instruments
- Chartered Financial Analyst (CFA) / Financial Risk Manager (FRM) by GARP) / Chartered Institute for Securities & Investment (CISI) certifications will be a plus
- Strong Microsoft Excel skills
- Experience in coding and/or monitoring investment guidelines using systems such as Sentinel, Charles River, Aladdin, Bloomberg AIM will be an advantage
- Be a strategic thinker, possess strong facilitation and data gathering skills
- Effective problem solver, multi-tasking, attention to detail, and ability to work in a fast-paced environment with tight deadlines
- Risk management focus
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Analyst in New York, NY vacancy
- Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Analyst New York, NY, United States Job Description JOB SUMMARY AND RESPONSBILITIES Holistic ownership and understanding of client accounts, trade life cycle and act as a single point of contact...OperationsAsset
- Goldman Sachs Group, Inc. is seeking an Analyst for their Asset & Wealth Management Operations in New York. The role involves managing client accounts and understanding investment guidelines while collaborating with various teams to improve processes and data quality. The...OperationsAsset
$85k - $110k
Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...opportunity to help clients across the globe realize... ..., investing, and our operating platform. The team... ...suggest to leadership new ways to further... ...salary for this New York, New York, United States...OperationsAssetFull timeTemporary workPart timeWork experience placementWork at office$85k - $110k
Asset & Wealth Management, Fixed Income - Municipal Client Portfolio Management Role Overview As an Analyst on our Client Portfolio Management (CPM) team within... ...environment, mastering new concepts quickly, and playing... ...base salary for this New York, New York, United States‑...AssetFull timeTemporary workPart time$85k - $110k
...& Digital Strategy, Analyst, Chicago About the... ...into daily marketing operations. This includes using... ...solutions to maximize client engagement with web,... ...technology. Experience in Asset Management, Fintech, or a... ...base salary for this New York, New York, United States...OperationsAssetFull timeTemporary workPart timeGoldman Sachs
New York, NY2 days ago$75k - $125k
...pinnacle of global wealth management. Goldman... ...deep passion for client service and... ...services and new opportunities... ...client service, operational support and risk... ...managing the onboarding of client relationships... ...* Oversee asset movements,... ...Angeles, New York, Miami (Florida...AssetFull timeTemporary workPart timeLocal area$85k - $110k
...Goldman Sachs Asset Management A career with Goldman Sachs Asset Management... ...) is an opportunity to help clients across the globe realize... ...pension plans, sovereign wealth funds, insurance companies,... ...management firm. Headquartered in New York, we maintain offices around...AssetFull timeTemporary workPart timeWork experience placementThe Goldman Sachs Group
New York, NY4 days ago$75k - $125k
...with portfolio managers, and the ability... ...Financial Analysts who have the ability... ...skills, and client service are essential... ...IMPACT Wealth Management... ...complementary services and new opportunities... ..., analyzing asset allocations,... ...Headquartered in New York, we maintain...AssetFull timeTemporary workPart timeThe Goldman Sachs Group
New York, NY5 days ago$85k - $110k
Goldman Sachs Asset Management (GSAM) provides clients worldwide with dedicated partnership and focus on long‑term... ...for pension plans, sovereign‑wealth funds, insurance companies, endowments... ...Salary Range Base salary for this New York, New York, United States‑based position...AssetFull timeTemporary workPart timeWorldwide$75k - $100k
...Bank , Senior Analyst The Goldman Sachs... ...and investment management firm that provides... ...substantial and diversified client base that includes... ...headquartered in New York and maintains... ...are our greatest asset - we say it often... ...its products and operations. We're looking for...OperationsAssetFull timeTemporary workPart timeWork at officeLocal areaGoldman Sachs
New York, NY1 day ago- ...Analyst- Global Securitization Banking - New York, NY Requisition ID: 261... ...Latin America, operating globally for over... ...provides our clients an important... ...credit and risk management products and... ...and monitors asset performance trends... ...banking, wealth management and...OperationsAssetWork at officeLocal areaFlexible hours
Scotiabank
New York, NY1 day ago $95k - $110k
...journey. Senior Analyst, Funds & Asset Management - Toronto Fitch... ...managers Develop new methodologies for rating... ...and enables our clients to make important credit... ...services with operations in more than 30 countries... ...law. FOR NEW YORK, CHICAGO AND AUSTIN...OperationsAssetWork at officeLocal areaImmediate startFitch Group
New York, NY1 day ago- ...investments, we provide clients around the... ..., sovereign wealth funds,... ...$2 trillion in assets under supervision... ...change across the operational infrastructure.... ...securities, and asset management services to... ...reputation. For every new product... ...Headquartered in New York, we maintain...OperationsAssetFull timeTemporary workWork at office
$150k - $300k
...Asset & Wealth Management A career with Goldman Sachs Asset &... ...opportunity to help clients across the globe realize... ..., ESG, Risk, Legal, Operations). Market &... ...oversee Associates and Analysts. Work... ...base salary for this New York, New York, United States...OperationsAssetFull timeTemporary workPart timeThe Goldman Sachs Group, Inc.
New York, NY3 days ago- ...Analyst/Associate, Scotiabank US Equity... ...& Utilities, New York, NY Requisition... ...Latin America, operating globally for... ...presence provides our clients an important... ...and risk management products and services... ...would be an asset Experience using... ...banking, wealth management and...OperationsAssetWork experience placementLocal areaFlexible hours
Scotiabank
New York, NY2 days ago $75k - $125k
New York, New York, United States Job Description... ...with portfolio managers, and the ability... ...seeking Financial Analysts who have the ability... ...skills, and client service are essential... ...business. OUR IMPACT Wealth Management Across... ...holdings, analyzing asset allocations,...AssetFull timeTemporary workPart timeWork at office$85k - $160k
...Private Bank Product Management Team The... ...business unit of the Asset and Wealth Management... ...to high-net-worth clients of the firm's global... ...development and launch of new Private Bank... ..., technology and operations, L&C etc.)... ...Headquartered in New York, we maintain offices...OperationsAssetFull timeTemporary workPart timeThe Goldman Sachs Group, Inc.
New York, NY14 days ago$100k - $160k
...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management... ...is an opportunity to help clients across the globe realize... ...and escalate any operational risk concerns appropriately... ...management firm. Headquartered in New York, we maintain offices...OperationsAssetFull timeTemporary workPart timeInternshipGoldman Sachs
New York, NY1 day ago$115k - $270k
...As a Product Manager, you will be responsible... ...modernize and reinvent the Wealth Management digital... ...to empower the client and advisor... ...complementary services and new opportunities by... ...Engineering, Design, Operations, and Program... ...salary for this New York, New York, United States...OperationsAssetFull timeTemporary workPart timeWork experience placementThe Goldman Sachs Group
New York, NY1 day ago$120k - $150k
...world's largest asset class at... ...banks, asset managers, private... ...markets. It gives clients secure... ...and run our onboarding and support... ...day-to-day operations. This is... ...journey for new clients, from... ...Platform & access configuration Manage... ...(New York) ~ Commuter...OperationsAssetSummer workLocal areaWorldwideFlexible hours9fin
New York, NY3 days ago$115k - $135k
Quantinno Capital Management, established... ..., is an asset manager... ...maintain strong operational... ...of Quantinno clients, serving as... ...the account onboarding process, ensuring... ...process to new clients Process... ...in private wealth management,... ...of our New York City office....OperationsAssetWork at office$85k - $90k
...to a diverse client base. We assist... ...are seeking an Analyst to support the... ...Human Capital Management (HCM)... ...enhancements and configurations Partner with... ...transactions such as onboarding, offboarding,... ...users and new team members... ...day-to-day HCM operations and ad hoc projects...OperationsWork experience placementMoelis & Co.
New York, NY3 days ago- Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Sales, Analyst - New York Asset & Wealth Management: This role resides in the Retirement Solutions business... ...& Wealth Management that support the operational infrastructure to service Retirement...Asset
$130k - $250k
...problems for our clients. Our engineering... ...in risk management, big data, mobile... ...Experience teams in Asset Management provide... ...engineering, product operations, security and... ...such as advisor onboarding, application for new SMAs, track... ...Headquartered in New York, we maintain...OperationsAssetFull timeTemporary workPart timeWork experience placementThe Goldman Sachs Group
New York, NY2 days ago$85k - $145k
...investment management, business management... ...act in our clients’ best... ...billion in assets. The Barron’... ...Summary: The Wealth Path Wealth... ...Successful onboarding or transitioning... ...of 10-50 new clients a year... ...Financial Analyst (CFA) or Chartered... ...of CSU Operations SO's - FWS...OperationsAssetTemporary workWork at officeLocal areaMonday to FridayFlexible hoursMercer Advisors
New York, NY5 days ago$125k - $290k
Overview Asset & Wealth Management (GSAM) A career with Goldman Sachs Asset & Wealth Management (GSAM) offers an opportunity to help clients globally realize their potential while fostering personal... ...expected base salary for this New York, New York, United States-based position...AssetFull timeTemporary workPart timeWorldwide$115k - $270k
...is a business unit of the Asset and Wealth Management Division (AWM) that provides... ..., to high-net-worth clients of the firm’s global Wealth... ...teams (business, technology, operations, L&C etc.) to understand and... ...firm. Headquartered in New York, we maintain offices around...OperationsAssetFull timeTemporary workPart time- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the J.P. Morgan... ...Manager” roles. Investment Banking Analyst (Financial Institutions) New York... ...,000.00-$210,000.00 2 months ago Asset & Wealth Management, Investment...AssetFull time
$95.73k - $152.86k
...high-net-worth clients to build intelligently... ..., portfolio management, macroeconomic... ...and strategic asset allocation to... ...Bank. MANAGER NEW ACCOUNTS... ...of the client onboarding process for RBC... ...Teams: Supervise analysts in performance,... ...requirements, streamline operations, and handle...OperationsAssetWork at officeRemote workCity National Bank
New York, NY3 days ago$125k - $250k
...Risk within Global Risk Management at Goldman Sachs Asset Management, you will lead... ...dynamics, counterparty and operational risks, and the broader... ...capital and ideas to help our clients, shareholders and the... ...management firm. Headquartered in New York, we maintain offices...OperationsAssetFull timeTemporary workPart timeThe Goldman Sachs Group
New York, NY5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Analyst. Be the first to apply!
Related searches
- document review analyst New York, NY
- facility analyst New York, NY
- aml kyc analyst New York, NY
- senior strategy analyst New York, NY
- disaster recovery analyst New York, NY
- consulting analyst New York, NY
- contracts analyst New York, NY
- compensation analyst New York, NY
- due diligence analyst New York, NY
- invoice analyst New York, NY