Asset & Wealth Management - Cohoes - Associate, POT Client Services - Operations
Goldman Sachs Bank AG, New York, NY, United States
Asset & Wealth Management - Cohoes - Associate, POT Client Services - Operations - 3651225 location_on New York, United States
Job Duties: Associate, POT Client Services - Operations with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Conduct daily reconciliations for firm books and records on investment and cash balances. Liaise with partner teams to resolve any daily reconciliation differences and take corrective action as necessary. Produce reports on a wide range of topics including team health, financial statements, budgets and transactions. Coordinate with internal stakeholders and external custodians on the remediation of fraudulent activity. Receive, review and process invoices from 3 rd party vendors from Accounts Payable. Serve as a subject matter expert in documenting requirements for Engineering to implement identified operational efficiencies and efficiently communicate the project updates to all the internal stakeholders. Assure high-quality performance among new joiners, contingents and interns by training them in line with procedures and risk controls.
Job Requirements:Bachelor’s degree (U.S. or foreign equivalent) in Accounting, Finance, Mathematics, Marketing & Operation Management or related field. Two (2) years of experience in the job offered or in a related role. Prior experience must include two (2) years in the following: utilizing Microsoft Office products to assist in daily functions, including: Excel for data analysis on large datasets for accurate reporting PowerPoint to create presentations supplements for management Visual Basic for Applications (VBA) to automate and enhance processes Coaching and upskilling peers to ensure team adherence to firm standards ; project Management experience, including: applying waterfall and agile best practices Utilizing JIRA and Confluence for project tracking and documentation Applying BPM tools, including Microsoft Visio or Signavio, to visualize operational processes; evaluating team processes for operational inefficiencies and points of risk and assisting in the design and implementation of new processes; testing Low-Code and Engineering solutions prior to production release by creating robust testing scripts; and applying financial knowledge to analyze a high volume of client-initiated transactions to ensure the integrity of firm records.
Salary Range: Annual base salary for thisCohoes, New York -based position is $74,000 - $79,900.
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
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Job Duties: Associate, POT Client Services - Operations with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Conduct daily reconciliations for firm books and records on investment and cash balances. Liaise with partner teams to resolve any daily reconciliation differences and take corrective action as necessary. Produce reports on a wide range of topics including team health, financial statements, budgets and transactions. Coordinate with internal stakeholders and external custodians on the remediation of fraudulent activity. Receive, review and process invoices from 3 rd party vendors from Accounts Payable. Serve as a subject matter expert in documenting requirements for Engineering to implement identified operational efficiencies and efficiently communicate the project updates to all the internal stakeholders. Assure high-quality performance among new joiners, contingents and interns by training them in line with procedures and risk controls.
Job Requirements:Bachelor’s degree (U.S. or foreign equivalent) in Accounting, Finance, Mathematics, Marketing & Operation Management or related field. Two (2) years of experience in the job offered or in a related role. Prior experience must include two (2) years in the following: utilizing Microsoft Office products to assist in daily functions, including: Excel for data analysis on large datasets for accurate reporting PowerPoint to create presentations supplements for management Visual Basic for Applications (VBA) to automate and enhance processes Coaching and upskilling peers to ensure team adherence to firm standards ; project Management experience, including: applying waterfall and agile best practices Utilizing JIRA and Confluence for project tracking and documentation Applying BPM tools, including Microsoft Visio or Signavio, to visualize operational processes; evaluating team processes for operational inefficiencies and points of risk and assisting in the design and implementation of new processes; testing Low-Code and Engineering solutions prior to production release by creating robust testing scripts; and applying financial knowledge to analyze a high volume of client-initiated transactions to ensure the integrity of firm records.
Salary Range: Annual base salary for thisCohoes, New York -based position is $74,000 - $79,900.
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
#J-18808-Ljbffr