Goldman Sachs careers India – is Hiring for Asset and Wealth management- Analyst, Client Onboarding and Fundamental Equities Roles. Here is everything that you need to know about these jobs!
Goldman Sachs job Overview
- Company – Goldman Sachs
- Role –Asset and Wealth management- Analyst, Client Onboarding and Fundamental Equities
- Qualification – Bachelor’s degree
- Location – Mumbai, Bengaluru, Hyderabad
JOB DESCRIPTION
Asset and Wealth Management – Wealth Management Professional
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
Asset & Wealth Management, Fundamental Equities
Asset & Wealth Management (AWM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. AWM is one of the pre-eminent investment management organizations globally. Critical to the success of AWM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.
Asset & Wealth Management Operations – Client Onboarding & Configuration
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.
Roles and Responsibilities:
Asset and Wealth Management – Wealth Management Professional
- Wealth Management Professionals (WMPs) work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. WMPs are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship.
- Liaise with PWM teams to support clients.
- Facilitate initial onboarding of client relationships and subsequent account maintenance.
- Participate in ongoing monitoring of client relationships including the rolling review of clients and accounts.
Asset & Wealth Management, Fundamental Equities
- Attend corporate meetings and analyze company fundamentals.
- Build and maintain company models.
- Monitor industry trends and follow corporate development closely.
- Work along with senior sector analysts in making investment recommendations.
Asset & Wealth Management Operations – Client Onboarding & Configuration
- Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on-boarding process.
- Ensure that all client documentation required by the Firm’s Customer Identification Program (CIP) is received, reviewed and approved within the appropriate time-frames in line with AML and Know Your Client requirements.
- Ability to resolve issues through coordination with PWM business, PWM Compliance, PWM Legal and other Operations teams.
BASIC QUALIFICATIONS
Asset and Wealth Management – Wealth Management Professional – Analyst
- Four-year degree or higher in Management, Finance, Accounting or Economics.
- In depth understanding of Processes and Procedures for client on-boarding, account maintenance, and account funding.
- Acquaintance with different financial instruments (Stocks,Options,Fixed Income,Debt).
Asset & Wealth Management, Fundamental Equities, Analyst
- Ideally having 1-3 years’ experience of doing company/sector research in buy-/sell-side;
- Strong financial modelling capability (able to fully comprehend financial statements, analyze financial data, build financial and valuation models and conduct independent research);
- Passion for equities.
Asset & Wealth Management Operations – Client Onboarding & Configuration – Associate
- Bachelor’s degree required.
- 2+ years of work experience in Operations field. (preferrable)
- Experience working in Client On-boarding, Customer Identification Program (CIP) and Know Your Customer (KYC) processes.
- Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail.
Apply link
Wealth Management Professional – Analyst (Bengaluru) – CLICK HERE
Fundamental Equities, Analyst (Mumbai) – CLICK HERE
Operations – Client Onboarding & Configuration (Hyderabad) – CLICK HERE
Disclaimer: The Recruitment Information provided above is for informational purposes only. The above Recruitment Information has been taken from the official site of the Organisation. We do not provide any Recruitment guarantee. Recruitment is to be done as per the official recruitment process of the company or organization posted the recruitment Vacancy. We don’t charge any fee for providing this Job Information.