Asset & Wealth Management - Client Relationship Management - Analyst/Associate - Bengaluru

• Asset & Wealth Management - Client Relationship Management - Analyst/Associate - Bengaluru
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Bengaluru, Karnataka, India

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Opportunity Overview

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CORPORATE TITLE

Associate

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OFFICE LOCATION(S)

Bengaluru

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JOB FUNCTION

Client Relationship Management

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DIVISION

Asset & Wealth Management

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YOUR IMPACT

Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We are looking for a professional with strong communication skills who has the ability to thrive in a dynamic environment and successfully retain and expand existing relationships by delivering superior client service. The Client Experience Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.

OUR IMPACT

Goldman Sachs Asset Management is one of the world’s leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.

The Client Coverage Group (CCG) within Asset Management is dedicated to retaining, expanding and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management. This involves partnering closely with the sales team, keeping them abreast of recent interactions with clients, and collaborating with business and operations teams to address client queries. The India CCG team will support the global Multi-Asset Solutions (MAS) CCG team in delivering these outcomes.

HOW YOU WILL FULFILL YOUR POTENTIAL

Contribute to a broad platform that serves as the client’s main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance

Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery

Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing

Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization

Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client

Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion

Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries

Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients

BASIC QUALIFICATIONS

Bachelor’s / Master’s degree, preferably in business or finance-related studies

2-5 years of work experience at an asset management firm / other financial services organization

Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams

Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs

Basic knowledge of the asset management business, financial markets and investment funds or separately managed accounts

An understanding of portfolio construction, risk management or accounting principles would be beneficial

Highly organized with exceptional attention to detail, time management skills and excellent follow-through

Strong written and oral communication skills

Motivated and proactive self-starter with strong work ethic

Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools

PREFERRED QUALIFICATIONS

Financial services industry experience

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

© The Goldman Sachs Group, Inc., 2023. 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, veterans status, disability, or any other characteristic protected by applicable law.

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