Portfolio & Tax Operations Analyst - Neurodiversity Hiring Initiative

at  Specialisterne

SUMMARY

• Organization: Goldman Sachs
• Job Title: Portfolio & Tax Operations Analyst
• Location: Salt Lake City, UT

GENERAL SKILLS AND ABILITIES - IN THIS JOB YOU WILL DEMONSTRATE:

• Strong commitment to quality controls and procedures
• The ability to work well in a team environment and independently without constant supervision
• The ability to improve processes
• The ability to identify risks that may come up within different industry processes and know when to escalate issues
• Humility and willingness to learn

DIGITAL/TECHNICAL SKILLS - IN THIS JOB YOU WILL DEMONSTRATE:

• Intermediate data management skills (such as transferring information, using formulas such as VLOOKUP, and creating charts/graphs and pivot tables) using Microsoft Excel and other Office Suite tools (Word, PowerPoint, Outlook)
• Intermediate site navigation skills (pulling data, combining data) using web-based applications
• Basic querying skills using SQL is a nice to have but not required
• Exposure to business analytical tools, such as Tableau and/or Alteryx is nice to have but not required

EDUCATION/KNOWLEDGE - IN THIS JOB YOU NEED TO HAVE:

• Bachelor’s degree in any discipline
• Basic knowledge of the securities industry, stock market, and tax principles is nice to have but not required

EXPERIENCE - IN THIS JOB YOU NEED TO HAVE:

• Experience (professional, personal, or academic) with Wealth Management brokerage functions is a nice to have but not required

ESSENTIAL TASKS - IN THIS JOB, YOU WILL:

• Monitor and validate data to ensure accurate reporting of realized gains and losses
• Review corporate action events to capture appropriate cost basis updates
• Issue client tax reports across multiple jurisdictions prior to regulatory deadlines
• Find creative solutions to problems while providing excellent client service
• Provide training to Private Wealth Management (PWM) Advisor teams regarding tax reporting updates
• Partner with the Business and Engineering teams to improve operational processes and workflows
• Review and approve transactions for IRA accounts

CANDIDATE ASSESSMENT - TO BE CONSIDERED FOR THIS ROLE, COMPATIBLE APPLICANTS:

• Will complete a Candidate Profile
• May complete a short work sample exercise
• Will be invited to participate in a Structured Candidate Meeting with the hiring manager(s)