Goldman Sachs · 3 weeks ago
Asset & Wealth Management Operations - Client Onboarding & Configuration - Dallas-Associate
Dallas, Texas, United States
Full-time
Onsite
Entry, Mid Level
3+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking an Associate for their Asset Management Division. The role involves managing client onboarding and configuration, ensuring operational accuracy, and enhancing client relationships through effective oversight and communication.
BankingFinanceFinancial ServicesVenture Capital
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 GSAM Operations
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
Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process
Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact
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
Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture
Apply process reengineering methodologies in executing strategies and tactical solutions
Qualification
Required
Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
Bachelor's degree
Be highly collaborative, team-oriented and strong consensus builder
Demonstrate strong communication and interpersonal skills both written and oral
Preferred
Previous experience in Operations and/or Financial Services industry- Relevant work experience of 3-4 years
Demonstrate ability to partner across product groups, regions and functional responsibilities
Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
Risk management focus
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
BATimes Newspaper
2026-01-08
2026-01-08
Company data provided by crunchbase