Asset & Wealth Management, Client Solutions Group Data Steward, Analyst

Goldman Sachs Asset Management

Goldman Sachs Asset Management is one of the world's leading investment managers. Goldman Sachs Asset Management 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.

RESPONSIBILITIES AND QUALIFICATIONS

The role is on the Strategic Data Services team which is part of the Goldman Sachs Asset Management Client Solutions Group. Our team collaborates closely with senior management to drive growth and profitability of the global Third-Party Wealth business by managing core data sets, assisting with strategic initiatives, stewarding data to identify sales opportunities, and developing reporting and analysis. We oversee vendors and perform day-to-day operations that form the foundation of our sales teams day-to-day calling efforts, while also maintaining sales metrics and business / market analytics for divisional and business managers with a clear focus on accuracy and integrity of data. Our team works closely with Engineering and Sales Strategy & Enablement Teams to enhance client relationship management infrastructure as well as streamline processes that impact the broader sales teams.

YOUR IMPACT

We are seeking a highly motivated, detail-oriented Analyst to join our Goldman Sachs Asset Management Client Solutions Group. In this role, you will partner with various teams within the Client Solutions Group to provide analytical support regarding our sales and distribution efforts with key client firms, platforms and registered investment advisors. You will support data management initiatives by leveraging internal and external applications and databases, and by partnering with strategy, engineering, and external vendors to facilitate the use of complete and accurate sales data. You will work with large amounts of data in both an independent and collaborative setting, helping to provide analytical support towards the broader management team.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Maintain accurate mutual fund, SMA, alternatives, and ETF trade data to facilitate reporting and analysis for the Goldman Sachs Asset Management Client Solutions Group
• Govern foundational client hierarchy data at the firm, office and rep level while stewarding industry data into downstream tools to identify new opportunities for the sales teams
• Run data quality controls, reconcile datasets, and update core systems to accurately steward and maintain product data hierarchy
• Act as a central point of contact to resolve sales data inquiries and inaccuracies in a timely manner by stewarding data within the CRM while maintaining client coverage and conflict requests
• Work closely with our sales attribution vendor to oversee the daily reconciliation of trade processing files and downstream reporting
• Collaborate with cross functional teams such as Engineering, BI and Sales Strategy and Enablement to execute on functionality builds to support sales reporting priorities, as well as downstream analytics, client engagement, and workflow tools

SKILLS & EXPERIENCE WE ARE LOOKING FOR

• Interest in data quality, reconciling core data sets, and operations with the ability to identify areas of improving efficiency through automation and scalability
• Strong analytical, problem solving + written and oral communication skills
• Able to work both independently and collaboratively, pro-actively assessing dynamic situations and crafting unique solutions
• Self-motivated and driven, with a strong attention to detail
• Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards
• Strong interpersonal skills: ability to build the trust and confidence of colleagues, strengthen relationships through ongoing dialog and interactions, and collaborate well with others internally and externally
• Strong skills in Excel (vlookups, pivot tables, simple macros, etc.), PowerPoint (graphs/charts)
• Relevant experience in data management, sales reporting & attribution, sales operations, investment management operations, Agile framework, or Sales Force a plus