• CIMD Operations – PWM Ops Client Service & Communications – Client Reporting Team - Analyst – Salt Lake City

    Location(s) US-UT-Salt Lake City
    Job ID
    2019-53030
    Schedule Type
    Full Time
    Level
    Analyst
    Function(s)
    Operations
    Region
    Americas
    Division
    Operations
    Business Unit
    PWM Ops Client Service & Comms
    Employment Type
    Employee
  • MORE ABOUT THIS JOB

    OPERATIONS
    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, 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 make business flow.

     

    OUR IMPACT
    The Client Reporting team is a global team responsible for coordination and oversight of data integrity on PWM client statements as well as other client reports/mailings sent to PWM clients. The team partners with PWM Operations, Management, Technology, Legal, and Compliance to ensure accurate and timely delivery of communications that comply with industry and government rules and regulations.

    YOUR IMPACT
    Would you like to enhance your qualitative analysis skill set while improving upon effective communication with senior leadership? Our Client Reporting team is seeking a professional looking to collaborate with global partners to mitigate risks associated with sending confidential, regulatory data while providing a positive client experience.

     

    RESPONSIBILITIES AND QUALIFICATIONS

    HOW YOU WILL FULFILL YOUR POTENTIAL:

    • Liaise with PWM Business/Legal/Compliance/Technology and other PWM Operations groups to create and deliver PWM client statements as well as other PWM client mailings/reports (i.e. Consolidate Reporting, External Data Feeds, ADV, ALM, etc.)
    • Showcase your attention to detail by ensuring communications are consistently sent completely and accurately
    • Leverage your risk management skills as you identify controls that could be implemented to strengthen new or current processes
    • Collaborate with global team members and leadership to promote a positive and cooperative work environment

    SKILLS AND EXPERIENCES WE'RE LOOKING FOR:

    BASIC QUALIFICATIONS:

    • Bachelor's degree
    • At least 2 years of work experience in Operations or related field
    • Strong interpersonal skills to work proactively with all levels including Sales and Clients
    • Ability to multi-task and prioritize accordingly
    • MS Office (Excel/Word/PowerPoint) proficiency
    • Ability to work effectively in a team environment
    • Ability to work independently and as a self-starter, as appropriate
    • Strong control focus and attention to detail

    PREFERRED QUALIFICATIONS:

    • Effective management and leadership skills (e.g., ability to multi-task, manage high-level stress environment, prioritize/follow-up)
    • Strong project management skills
    • Ability to quickly learn complex concepts and communicate them clearly and concisely
    • Very good communications and interpersonal skills
    • Understanding of the securities industry, knowledge of Wealth Management brokerage functions preferred
    • Strong commitment to quality controls and procedures

    ABOUT GOLDMAN SACHS

    The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

    © The Goldman Sachs Group, Inc., 2019. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.