Wealth Management Analyst - Post-Trade Operations

Asset & Wealth Management - PWM CMT Asia - Analyst- Bengaluru

Wealth Management

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. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Job Responsibilities

 The candidate would be responsible for many day-to-day responsibilities associated with all post-trade aspects of equities and FICC cross-assets transactional activities.

 The Wealth Service Specialist is a critical role within the Cross Markets Team, Asia, responsible for providing comprehensive post-trade support and operational excellence across a wide range of asset classes, including Equities, FX, Interest Rates, Credit and Commodities. The successful candidate will be a detail-oriented individual with a proven ability to manage complex operational processes with the following being some examples of the key responsibilities:

• Post-Trade Processing: Manage the full lifecycle of trades across multiple asset classes (equities, FICC) cash, derivatives and structured products. This includes trade booking, termsheets generation, trade allocation, confirmation, and settlement.
• Reconciliations: Perform daily and monthly reconciliations of trades, positions, and cash balances to identify and resolve discrepancies.
• Lifecycle Events: Monitor and process knockout events, expiries with physical settlements and other trade related lifecycle events. Ensuring accurate adjustments and timely communication to relevant parties.
• Best Execution Monitoring: Assist in the monitoring of best execution practices for cash equities, FX voice trades, and FICC structured notes/fixed income. Responsible for record keeping and data analysis for quarterly view to ensure compliance with regulatory requirements.
• Blotter Management: Record, reconcile and maintain blotters for equity, ensuring accuracy and completeness of data.
• Management Reporting: Generate weekly, quarterly, and ad-hoc reports for management.
• Valuation Monitoring: Proactively identify and resolve missing or stale valuations for equities and FICC products.
• Data Management: Utilize and maintain product quality e.g. create or rename PRIME product data for structured products
• Risk and Control: Adhere to risk management policies and procedures, and participate in the generation of risk commentary and risk related reports.
• Marketing Material and Contents Preparation: Assist in the preparation of weekly macro and micro calendars, equity market deck updates, and earning season communications.

 

Basic Qualifications:

The ideal candidate will possess the following qualifications:

• Minimum of 2-5 years of relevant experience
• Passion for financial markets and some understanding of cash and derivatives products.
• Extremely proficient in Microsoft Excel and other relevant software applications.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Attention to details, ability to stay organized despite significant volume of email requests and data consumption.
• Ability to work independently and as part of a team.

 

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. 

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Experience Level

Mid Level