Asset & Wealth Management, Credit Facility Management Team, Analyst - Dallas
Goldman Sachs Bank AG, Dallas, TX, United States
Asset & Wealth Management, Credit Facility Management Team, Analyst - Dallas location_on Dallas, Texas, United States
Asset & Wealth Management ("AWM"):
AWM invests in private equity, credit, real estate, infrastructure and other alternative investments around the world on behalf of third parties, Goldman Sachs and its employees. AWM operates a global platform and our team works in a fast-paced, dynamic environment. We look for individuals with versatile skills and a desire to learn.
Credit Facility Management ("CFM") Team Overview:
Within AWM, the CFM team is dedicated to managing the platform’s credit facilities, which are a critical component of the performance we deliver to our investors. The CFM team is responsible for maintaining compliance with concentration limits, borrowing base covenants and reporting obligations, as well as ensuring successful relationships with lenders and agents. The CFM team works closely with several adjacent groups in AWM, including Finance & DCM (source, negotiate and execute fund financing), Fund Management Groups (manage the funds’ liquidity and lifecycle) and Portfolio Management teams (source, execute and monitor underlying investments).
Analysts on the CFM team will support senior team members in maintaining a series of credit facilities across strategies and managing lender/agent relationships, as well as a variety of recurring tasks. The successful applicant will demonstrate a consistent track record of achievement, be comfortable working in a fast-paced, dynamic environment, and be able to manage multiple projects concurrently.
Specific Responsibilities May Include:
Managing a series of credit facilities including underlying covenants, concentration limits, borrowing base and reporting compliance
Tracking/collating, analyzing and interpreting underlying asset data
Facilitating utilization requests and servicing events
Managing lender and agent relationships
Assisting with facility negotiation and pre‑execution approvals
Tracking, reporting and analyzing detailed performance metrics
Creating management presentations/responding to ad hoc requests and preparing analyses for the same
Supporting/furthering technology initiatives related to the above responsibilities, including the use of AI
Additional responsibilities will be based on the needs of the business and the candidate’s specific skills
Qualifications:
Bachelor’s degree in Finance, Accounting or other business discipline
Asset management / fund financing / credit facility experience preferred
Strong analytical skills and detail orientation
Strong interpersonal and communication skills, oral as well as written
Strong coordination and organizational skills
Ability to multi‑task and meet tight deadlines
Ability to work independently in a small team, exhibit initiative and be proactive
Ability to organize and analyze large volumes of information
Interest in working on technology initiatives
Team player, willing to help in areas not explicitly related to job duties
Comfortable working in a fast‑paced, dynamic environment
Strong Excel, Word, PowerPoint skills
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.
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Asset & Wealth Management ("AWM"):
AWM invests in private equity, credit, real estate, infrastructure and other alternative investments around the world on behalf of third parties, Goldman Sachs and its employees. AWM operates a global platform and our team works in a fast-paced, dynamic environment. We look for individuals with versatile skills and a desire to learn.
Credit Facility Management ("CFM") Team Overview:
Within AWM, the CFM team is dedicated to managing the platform’s credit facilities, which are a critical component of the performance we deliver to our investors. The CFM team is responsible for maintaining compliance with concentration limits, borrowing base covenants and reporting obligations, as well as ensuring successful relationships with lenders and agents. The CFM team works closely with several adjacent groups in AWM, including Finance & DCM (source, negotiate and execute fund financing), Fund Management Groups (manage the funds’ liquidity and lifecycle) and Portfolio Management teams (source, execute and monitor underlying investments).
Analysts on the CFM team will support senior team members in maintaining a series of credit facilities across strategies and managing lender/agent relationships, as well as a variety of recurring tasks. The successful applicant will demonstrate a consistent track record of achievement, be comfortable working in a fast-paced, dynamic environment, and be able to manage multiple projects concurrently.
Specific Responsibilities May Include:
Managing a series of credit facilities including underlying covenants, concentration limits, borrowing base and reporting compliance
Tracking/collating, analyzing and interpreting underlying asset data
Facilitating utilization requests and servicing events
Managing lender and agent relationships
Assisting with facility negotiation and pre‑execution approvals
Tracking, reporting and analyzing detailed performance metrics
Creating management presentations/responding to ad hoc requests and preparing analyses for the same
Supporting/furthering technology initiatives related to the above responsibilities, including the use of AI
Additional responsibilities will be based on the needs of the business and the candidate’s specific skills
Qualifications:
Bachelor’s degree in Finance, Accounting or other business discipline
Asset management / fund financing / credit facility experience preferred
Strong analytical skills and detail orientation
Strong interpersonal and communication skills, oral as well as written
Strong coordination and organizational skills
Ability to multi‑task and meet tight deadlines
Ability to work independently in a small team, exhibit initiative and be proactive
Ability to organize and analyze large volumes of information
Interest in working on technology initiatives
Team player, willing to help in areas not explicitly related to job duties
Comfortable working in a fast‑paced, dynamic environment
Strong Excel, Word, PowerPoint skills
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.
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