Asset & Wealth Management – Salt Lake City – Senior Associate, Client Services - Operations - 10171556

Job Duties

Sophisticated oversight and coordination of client accounts from a Goldman Sachs Asset & Wealth Management Operations standpoint by integrating client issues across all relevant teams supporting Retail Separately Managed Accounts.

• Act as a central liaison for Asset & Wealth Management Operations.
• Assess current processes and offer functional insights to enhance workflow efficiency, aligning with business growth needs.
• Ensure the accuracy of accounting data and oversee the creation of a controlled environment for investment management processes.
• Support the Portfolio Administrator team in maintaining the integrity of internal books and records.
• Coordinate and track tasks across multidisciplinary teams (Engineering, Portfolio Management, Business Intelligence) to ensure timely setup of operational information for account trading activities.
• Provide prompt trading desk support, covering areas like cash management, position levels, and ad-hoc inquiries, as well as ongoing business initiatives.
• Proactively monitor for operational issues and address them before they affect clients.
• Engage with cross-functional teams to devise and implement tactical and strategic solutions.
• Review account-level metrics, including cash/position/tax lot reconciliations, corporate actions, failed trades, and exception management, adhering to operating standards.
• Research, escalate, and resolve exceptions as necessary.
• Offer thought leadership in addressing day-to-day operational support concerns and supporting system/workflow rollouts and new product launches.
• Analyze workflow cost drivers and trends to facilitate process improvements and enhance operational efficiency, utilizing automation tools and engineering builds for budgeting and cost allocation.

Job Requirements

• A Master’s degree (U.S. or foreign equivalent) in Business Administration, Management Information Systems, Finance, Business Analytics, or a related field, with one (1) year of experience in the job offered or a related role.
• A Bachelor’s degree (U.S. or foreign equivalent) in Business Administration, Management Information Systems, Finance, Business Analytics, or a related field, with three (3) years of experience in the job offered or a related role.
• Prior work experience must include one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) in the following areas:
• Extracting client investment data and performing financial analyses across multiple systems.
• Applying analytical methods to identify key drivers, validate results, and maintain financial ledger accuracy.
• Managing time-sensitive projects with consistent quality, tracking requirements, documenting progress, and adhering to established timelines.
• Identifying and implementing automation opportunities using low-code platforms (Alteryx, Tableau, SQL) to reduce manual processes and minimize operational risks.
• Identifying and evaluating opportunities to improve efficiency and streamline operational workflows, and building ETL data flows to ingest data into data visualization tools (Excel, Tableau).
• Utilizing MS Office tools, including Outlook, to effectively communicate and manage Portfolio Management/Sales queries.
• Ensuring the execution of supervisory controls and accurate completion of Close-of-Day processes, conducting detailed reviews of workflows, reconciliation outputs, and risk-based scenarios to maintain process integrity.
• Triaging live portfolio administration and trade support scenarios to ensure accurate and timely middle-office processing.

Qualifications

• Experience with extracting client investment data and running financial analyses across multiple systems.
• Experience managing time-sensitive projects with consistent delivery quality.
• Experience identifying and implementing work automation opportunities using low-code platforms.
• Experience identifying and evaluating opportunities to improve efficiency and streamline operational workflows.
• Experience building ETL data flows to ingest data into data visualization tools.
• Experience utilizing MS Office tools, including Outlook, to effectively communicate and manage Portfolio Management/Sales queries.
• Experience ensuring the execution of supervisory controls and accurate completion of Close-of-Day processes.
• Experience triaging live portfolio administration and trade support scenarios to ensure accurate and timely middle-office processing.

Skills

• Financial analysis and data management skills.
• Project management and time management skills.
• Automation and workflow optimization skills.
• Data visualization and reporting skills.
• MS Office proficiency, particularly Outlook.
• Supervisory and control management skills.
• Process improvement and efficiency enhancement skills.

Benefits

N/A

Pay

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Schedule

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Company Information

The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.