Job Description

Job Title

Are you looking to apply your client service and analytical skills while deepening your understanding of asset management? Our Salt Lake City GSAM Retail SMA Oversight team is seeking a professional who is looking to partner with our diversified client base and global business counterparts to provide best-in class client experience to define solutions and lead change across the operational infrastructure.

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 client around the world. In addition, Operations provides essential risk management and control to preserve 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 the business flow.

The GSAM Retail SMA Oversight team sits within the Asset Management Division and has primary responsibility of client's portfolio account event, position and cash management, risk management and innovative solutions, and serves as the single point of contract for all operations related client inquiries. Functions cover a wide range of clients and a complex product range, which includes equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and trading and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios.

Responsibilities and Qualifications

This is a highly technical role and as such requires the capability to work effectively with a diverse range of professionals both internally and externally, covering a wide variety of products and functions to solve for operational efficiency. The main areas of responsibility will be:

• As part of this role, the associate will partner with the Asset Management and Private Wealth (PWM) teams to support and facilitate the operational administration of a Separately Managed Account (SMA)
• Create and 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
• Create daily SLA metrics and forecasting across our main business to track and monitor our KPIs and KRIs
• Scalability analysis of workflow cost drivers and trends to help drive process improvements and efficiency, budgeting and cost allocation to various revenue producing desks
• Leverage business intelligence tools and information systems to create new tools and workflows while ensuring accounting data accuracy and provide account policy oversight in order to create a controlled environment for investment management processes
• Assist in the launch of new products and instruments
• Process and control analysis to ensure effective oversight and risk management

Basic Qualifications

• Previous experience in Operations and/or Financial Services Industry, preferably in Asset management
• Extensive understanding of the product lifecycle and funding/reconciliation processes
• Advanced skills in Microsoft Excel and proficient in PowerPoint, Word and other MS Office Suites
• Be highly collaborative, team-oriented and strong consensus builder
• Proven excellence in risk management and focus
• Ability to partner across product groups, regions and functional responsibilities
• Ability to effectively communicate across all levels, both written and oral
• High attention to detail with a sense of urgency a must
• Bachelor's degree required

Preferred Qualifications

• Experienced in partnering and managing teams during high growth phases
• Strategic and creative thinker, with strong facilitation and data gathering skills, able to recommend tactical and long-term solutions
• Practical and technical knowledge of accounting
• Ability to drive projects through execution with minimal oversight
• Technically adept in working with Business Intelligence and low code tools such as Alteryx, Tableau and Robotics Processing Automation (RPA)

Work Experience

• 4-6 years of relevant experience

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