Asset Management Operations – Client/Shareholder Services – Chicago – Analyst

• Asset Management Operations – Client/Shareholder Services – Chicago – Analyst
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Chicago, Illinois, United States

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Opportunity Overview

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CORPORATE TITLE

Analyst

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OFFICE LOCATION(S)

Chicago

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DIVISION

Asset & Wealth Management

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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.

OUR IMPACT

Asset & Wealth Management Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales, trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Asset & Wealth Management Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation.

Goldman Sachs Asset Management delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Asset Management is one of the pre-eminent investment management organizations globally. Critical to the success of Asset Management is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.

Asset Management Operations – Client/Shareholder Services is ideal for the person who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, intellectually curious, enjoys a very fast paced/high energy work environment, welcoming the demands of heavy client interaction. This role involves front line communication with our Institutional clients, financial advisors and sales partners 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 and Legal/Compliance) in a professional, knowledgeable, and diligent manner to add value to the client experience.

PREFERRED QUALIFICATIONS

Bachelor’s Degree

Preferred 0-3 years of relevant client service experience in a financial services industry environment.

NASD Series 7 and Series 63 preferred (should be obtained within first 60 days on the job)

Ability to manage client relationships by serving as the primary point of contact with clients & sales channels.

Experience providing a full range of services: including answering client inquiries for fund/portfolio information and literature, acting as the point person for any client-related issues, and managing client lifecycle events

Experience in Client Onboarding/ Customer Identification Program (CIP)/Know Your Customer (KYC) processes a plus

Ensure due diligence is performed on new and existing Third-Party Distributors as well as other Intermediaries.

Excellent understanding of asset management products such as Money Market Funds, Mutual Funds, Collective Trusts, SMA, or Alternative Investments. Preferred understanding from the service perspective regarding Alternative Investment vehicles

Self-motivated and proactive team player who takes ownership and accountability of projects, and has strong organizational skills to effectively manage competing priorities

Proven analytical and problem-solving skills with meticulous attention to detail to enable the ability to communicate complex items to a wide array of internal counterparties

Experience with ad hoc responsibilities which include but not limited to, red flag reviews, dealer terminations, and report monitoring.

Excellent written and verbal communication skills, and strong client service orientation

Proficiency in using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word

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: https://www.goldmansachs.com/careers/footer/disability-statement.html

Salary Range

The expected base salary for this Chicago, Illinois, United States-based position is $60000-$80000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Learn More