OUR IMPACT:
The Private Wealth Management (PWM) Operations Asset Transfer team is seeking an Analyst who will support the asset transfer review and approval process. You will help facilitate the movement of assets throughout the world for our PWM clients while monitoring for risk, identifying fraud and ensuring compliance to firm and regulatory policies. You will also have the opportunity to be innovative by improving processes, reducing risk and increasing efficiency.
PWM 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, PWM 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.
OUR TEAM:
The AT&A team works with Private Wealth Management teams to monitor and approve asset transfers. The team authenticates client transfer requests in accordance with the Firmwide and regulatory policies. The team also ensures the proper client approvals and documentation have been received while constantly monitoring for potential fraudulent activity
HOW YOU WILL FULFILL YOUR POTENTIAL:
1. Manage multiple tasks in a fast-paced team-oriented environment, including targeting timelines, responding quickly to ad hoc analysis requested by internal stakeholders, and communicating appropriately vertically and horizontally.
2. Conduct manual review of high risk PWM asset transfer requests by performing analysis and gathering exception approvals which are regulatory or internal policy driven
3. Liaise with internal Private Wealth Management (PWM) representatives and teams within the Firm’s Operations division to address exceptions addressing asset transfer authentication
4. Use critical thinking to identify control gaps and inefficiencies, and participate in change management process for system enhancements
5. Grow with the team; develop a deeper understanding of complex transactions and work with our business partners to implement automated processes
SKILLS & EXPERIENCE WE’RE LOOKING FOR
BASIC QUALIFICATIONS:
6. Bachelor’s degree required
7. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
8. Aptitude for building relationships and an ability to communicate complex issues to a wide array of internal clients with differing levels of product experience
9. Ability to maintain strong control focus and attention to detail while managing high volume
10. Ability to innovate, improve processes, enhance controls and reduce risk
11. Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
12. Able to work effectively in a team environment and able to work independently and as a self-starter, as appropriate
13. Managing multiple tasks in a fast-paced team-oriented environment, target timelines, and responding quickly to ad hoc analysis requested by internal stakeholders.
14. Working with Excel with ability to analyze voluminous data to create reports and perform analysis using excel formulas, charts, filtering, and data validation
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 /careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.