Asset & Wealth Management Operations - Retail SMA Oversight - Associate - B at Goldman Sachs

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

18 May, 26

Salary

0.0

Posted On

17 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Analytical Skills, Asset Management, Operational Infrastructure, Risk Management, Portfolio Account Event Management, Funding Management, Cash Management, Business Intelligence Tools, Accounting Data Accuracy, SLA Metrics, KPIs, KRIs, Process Improvements, Taxlot Accounting, Alteryx

Industry

Financial Services

Description

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors, spanning traditional and alternative markets offering products and services Advisors, understanding our clients’ priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders, providing timely insights across macro and secular themes to help inform our clients’ investment decisions Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals YOUR IMPACT Are you looking to apply your client service and analytical skills while deepening your understanding of asset management? Our 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. OUR IMPACT 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, funding (inflows, outflows and transfers) 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. 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. JOB SUMMARY AND RESPONSBILITIES 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 & Wealth Management teams to create and facilitate the operational design of a strategic platform to support the Retail Separately Managed Account (SMA). Involve in day-to-day BAU activities (funding, onboarding & review of exceptions for Retail SMA accounts) Understand the daily BAU activities, Identify and suggest controls and perform oversight activities Leverage business intelligence tools and information systems to create new tools and workflows while ensuring accounting data accuracy and provide account policy oversight to create a controlled environment for investment management processes 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 Coordinate across portfolio managers on cash funding, withdrawals, trading requests and account attribute changes 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 user experience for the distribution of Fixed Income, Equity, and other similar financial products on a digital platform Practical and technical knowledge of fund accounting Understanding of accounting impact across different types of lifecycle events 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 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 Ability to drive projects & daily BAU through execution with minimal oversight Understanding of Taxlot accounting and hands on experience on accounting systems like Invest1, APL and Geneva Technically adept in working with Business Intelligence and low code tools such as Alteryx, Tableau and Robotics Processing Automation (RPA) PREFFERED 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 Ability to drive projects & daily BAU through execution with minimal oversight Understanding of Taxlot accounting and hands on experience on accounting systems like Invest1, APL and Geneva Technically adept in working with Business Intelligence and low code tools such as Alteryx, Tableau and Robotics Processing Automation (RPA) 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., 2026. All rights reserved.

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Responsibilities

The associate will partner with Asset & Wealth Management teams to design and facilitate the operational platform for Retail Separately Managed Accounts (SMA), involving daily BAU activities like funding, onboarding, and exception review. Responsibilities also include identifying controls, performing oversight, leveraging business intelligence tools for workflow creation, ensuring data accuracy, and creating SLA metrics for tracking KPIs and KRIs.