Client Relationship Management Analyst/Associate

Asset & Wealth Management - Client Relationship Management - Analyst - Bengaluru

YOUR IMPACT

Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We are looking for a professional with strong communication skills who has the ability to thrive in a dynamic environment and successfully retain and expand existing relationships by delivering superior client service. The Client Experience Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.

 

OUR IMPACT

Goldman Sachs Asset Management is one of the world’s leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. 

 

The Client Coverage Group (CCG) within Asset Management is dedicated to retaining, expanding and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management. This involves partnering closely with the sales team, keeping them abreast of recent interactions with clients, and collaborating with business and operations teams to address client queries. The India CCG team will support the global Multi-Asset Solutions (MAS) CCG team in delivering these outcomes.

 

HOW YOU WILL FULFILL YOUR POTENTIAL

• Contribute to a broad platform that serves as the client’s main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance
• Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery 
• Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing 
• Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization 
• Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client 
• Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion
• Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries
• Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients

 

BASIC QUALIFICATIONS 

• Bachelor’s / Master’s degree, preferably in business or finance-related studies
• 2-5 years of work experience at an asset management firm / other financial services organization
• Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams
• Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs
• Basic knowledge of the asset management business, financial markets and investment funds or separately managed accounts
• An understanding of portfolio construction, risk management or accounting principles would be beneficial 
• Highly organized with exceptional attention to detail, time management skills and excellent follow-through 
• Strong written and oral communication skills
• Motivated and proactive self-starter with strong work ethic 
• Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools 

 

PREFERRED QUALIFICATIONS 

• Financial services industry experience 

 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Experience Level

Entry Level