Investment Analyst

Alternative Investment AdministratorClient Service Analyst - Shareholder ServicesThe position of Client Service Analyst in Shareholder Services is ideal for someone who seeks to deepen their client service focus and relationship management skills, has knowledge of the asset management business, is highly detail-oriented, and welcomes the demands of heavy client interaction.This role involves frontline communication with Third Party Wealth clients and sales partners, specifically for Separately Managed Accounts (SMAs), and is responsible for managing client service needs across sales territories, sales channels, and client types. To accomplish this goal, this role interacts with many areas of the firm, including Sales, Portfolio Management, Product Management, Legal, and Compliance, in a professional, knowledgeable, and diligent manner to add value to the client experience.This position requires a thorough understanding of a client service environment and may participate in business development initiatives related to SMAs, which could require an in-depth understanding of the industry, client base, and systems.Goldman Sachs (GS) Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages of working with a large firm while maintaining the benefits of a boutique.GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.Within GS Asset Management, the Shareholder Services group is a global, sales-aligned service organization that provides high-quality service and solutions to clients. Through its client service model, Shareholder Services enables the distribution of GS Asset Management investment products, provides consultative services, scale, and controls, while remaining focused on being financially accretive to the business.The Client Onboarding team plays a critical role within Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.Primary ResponsibilitiesManage client relationships by serving as the primary point of contact with clients and sales channels.Provide a full range of services, including supporting client onboarding, answering client inquiries for fund/portfolio information and literature, acting as the point person for client-related issues, and executing client lifecycle events.Communicate and work closely with the sales force to provide high-quality service to clients.Analyze and solve problems independently and collaboratively with the team.Monitor and escalate service issues to ensure a high-quality response to clients.Work on special value projects as necessary, including asset development/retention and automation-related projects.Partner with Management and other Service Representatives to build long-term, successful, and scalable service models.Work closely with the firm's trading desks, relaying the status of trading activity on all client accounts.Cultivate a service environment focused on enhancing the client experience.QualificationsAbility to deliver superior client service to internal and external clients.Critical thinking, analytical, and problem-solving skills.Outstanding leadership, time management, and relationship management skills.Resourceful individual with high intellectual curiosity.Keen attention to detail and a high sense of urgency, meeting client needs in a thorough and efficient manner.High-caliber individual with experience in financial services, specifically Separately Managed Accounts and service to Financial Advisors.Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment.Proficient PC skills, including MS Word, MS Excel, MS Access, and MS PowerPoint.Bachelor's degree required.Work ExperiencePreferred 1-3 years of relevant client service experience in a financial services industry environment.FINRA Series 7 and Series 63 required. If not already licensed, licenses should be obtained within the first 60 days on the job.About UsRussell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. With extensive industry expertise, our subject matter experts provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.Benefits DisclosureRussell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k) retirement savings plan, life and disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.Equal Employment OpportunityRussell Tobin is an equal opportunity employer. We do not discriminate on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision-making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.Fair Chance EmploymentRussell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including the California Fair Chance Act and all applicable local Fair Chance ordinances.AccommodationsWe are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.