AMD Public-Salt Lake -Associate-Client Services - Operations

Overview

Your Impact Are you looking to apply your client service and analytical skills while deepening your understanding of asset management? Our Salt Lake City GSAM Retail SMA Oversight team is seeking a professional who is looking to partner with our diversified client base and global business counterparts to provide best-in class client experience to define solutions and lead change across the operational infrastructure.

Job Description Our Salt Lake City GSAM Retail SMA Oversight team seeks a professional to partner with our diversified client base and global business counterparts to provide best-in-class client experience and to define solutions and lead change across the operational infrastructure.

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. It provides essential risk management and controls to preserve the firm’s assets and reputation. For every trade, product launch, market entry, or transaction completed, Operations develops the processes and controls that make the business flow.

The GSAM Retail SMA Oversight team sits within the Asset Management Division and has primary responsibility for clients’ portfolio account events, position and cash management, risk management and innovative solutions. It serves as the single point of contact for all operations-related client inquiries. The group covers a wide range of clients and a complex product range, including equities, fixed income, currency and derivatives.

The team supports portfolio managers, sales and trading and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios.

• Partner with the Asset Management and Private Wealth (PWM) teams to support and facilitate the operational administration of a Separately Managed Account (SMA).
• Create and review account-level metrics (e.g., reconciling items on cash/position reconciliations, daily corporate actions, NAV reconciliations, failing trades, standard/non-standard reporting deliverables); escalate and remediate exceptions as appropriate.
• Create daily SLA metrics and forecasting across the main business to track and monitor KPIs and KRIs.
• Perform scalability analysis of workflow cost drivers and trends to drive process improvements, efficiency, budgeting and cost allocation to various revenue-producing desks.
• Leverage business intelligence tools and information systems to create new tools and workflows while ensuring accounting data accuracy and providing account policy oversight to create a controlled environment for investment management processes.
• Assist in the launch of new products and instruments.
• Process and control analysis to ensure effective oversight and risk management.

• Previous experience in Operations and/or Financial Services Industry, preferably in Asset management.
• Extensive understanding of the product lifecycle and funding/reconciliation processes.
• Advanced skills in Microsoft Excel and proficiency in PowerPoint, Word and other MS Office Suites.
• Be highly collaborative, team-oriented and a strong consensus builder.
• Proven excellence in risk management and focus.
• Ability to partner across product groups, regions and functional responsibilities.
• Ability to effectively communicate across all levels, both written and oral.
• High attention to detail with a sense of urgency.
• Bachelor’s degree required.

• Experience partnering with and managing teams during high growth phases.
• Strategic and creative thinker, with strong facilitation and data gathering skills, able to recommend tactical and long-term solutions.
• Practical and technical knowledge of accounting.
• Ability to drive projects through execution with minimal oversight.
• Technically adept in Business Intelligence and low-code tools such as Alteryx, Tableau and Robotic Process Automation (RPA).

• 4-6 years of relevant experience.