The Institutional Oversight (IO) team has primary responsibility for various aspects of account onboarding, portfolio accounting, and serves as the single point of contact for all operational queries relating to institutional clients. The team covers a wide range of client segments within the institutional space and a complex product range, including equities, fixed income, derivatives and alternative products. The group supports Portfolio Managers, Sales and Client Relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best-in-class client experience and working closely with the business to maintain and enhance client relationships.
JOB RESPONSIBILITIES
- Holistic ownership and understanding of client accounts from a GSAM Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for Asset and Wealth Management Operations
- Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
- Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.
- Liaise with client’s appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries. Interpret and determine Operational client requirements and service standards from legal documentation and business requirements supporting all account events. Coordinate controls and sign-offs both internally and externally.
- Responsible for coordinating processing client directed cash flow movements and asset transfers in internal system
- Apply process reengineering methodologies in executing strategies and tactical solutions
BASIC QUALIFICATIONS
- Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
- Bachelor’s degree required
- Be highly collaborative, team-oriented and strong consensus builder
- Demonstrate strong communication and interpersonal skills both written and oral
PREFERRED QUALIFICATIONS
- Previous experience in Operations and/or Financial Services industry, preferably with Client Services, Middle Office and Asset Management experience – Relevant work experience of 1-3 years
- Demonstrate ability to partner across product groups, regions and functional responsibilities
- Be a strategic thinker, possesses strong facilitation and data gathering skills to drive positive client experience and optimization of existing processes
- Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
- Risk management focus
- Business fluency in Mandarin language is a plus. These language skills would streamline interactions with external clients and internal stakeholders to respond the service requests and inquiries. It can also help provide accurate and timely client account information and overseeing all aspects of operational risk across portfolios to external Chinese clients.
ABOUT GOLDMAN SACHS
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