Asset & Wealth Management – Associate – Client Reporting Data Aggregation
| Company | Goldman Sachs |
|---|---|
| Location | Salt Lake City, UT, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s degree
- At least 3-5 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
Responsibilities
- Perform Checks to Ensure Data Integrity and Availability
- Oversee consolidated reporting platform and associated workflows and deliver according to established Service Level Agreements
- Verify vast amounts of data between multiple systems and data feeds for informational integrity
- Conducting reoccurring control checks to identify and research data anomalies
- Perform ad hoc and periodic reconciliations and verifications for clients’ financial data
- Master complex systems and processes and then to explain simply if needed
- Provide high-level client service and expertise while finding solutions and answers for any concerns
- Collaborate with clients to provide accurate reporting of positions, performance, and transactions
- Maintain multiple external vendor relationships and supply chains for data quality and service level agreement
- Support continuous improvement of existing processes, develop new processes or enhance existing processes where required
- Partner with technology, legal, business, compliance, operations and external firms to implement new processes
- Lead special projects as they arise, working collaboratively with internal partners
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