wealth management analyst

Genpact

<p></p><div><div><div><div><div><b><i>Ready to build the future with AI?</i></b></div></div><div><div><b><i>
At Genpact, we don&rsquo;t just keep up with technology&mdash;we set the pace. AI and digital innovation are redefining industries, and we&rsquo;re leading the charge. Genpact&rsquo;s </i></b><b><i>AI Gigafactory</i></b><b><i>, our industry-first accelerator, is an example of how we&rsquo;re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to </i></b><b><i>agentic AI</i></b><b><i>, our breakthrough solutions tackle companies&rsquo; most complex challenges.</i></b></div></div><div><div><b><i>
If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what&rsquo;s possible, this is your moment.</i></b></div></div><div><div><b><i>
Genpact (NYSE: G) is an</i></b><b><i> </i></b><b><i>advanced technology services and solutions company that delivers</i></b><b><i> </i></b><b><i>lasting</i></b><b><i> </i></b><b><i>value for leading enterprises</i></b><b><i> </i></b><b><i>globally.</i></b><b><i> </i></b><b><i>Through our</i></b><b><i> </i></b><b><i>deep business knowledge, operational excellence, and cutting-edge solutions &ndash; we help companies across industries get ahead and stay ahead.</i></b><b><i> </i></b><b><i>Powered by curiosity, courage, and innovation</i></b><b><i>,</i></b><b><i> </i></b><b><i>our teams</i></b><b><i> </i></b><b><i>implement</i></b><b><i> </i></b><b><i>data, technology, and AI</i></b><b><i> </i></b><b><i>to</i></b><b><i> </i></b><b><i>create tomorrow, today.</i></b><b><i> </i></b><b><i>Get to know us at</i></b><b><i> </i></b><b><i>genpact.com</i></b><b><i> </i></b><b><i>and on</i></b><b><i> </i></b><b><i>LinkedIn</i></b><b><i>,</i></b><b><i> </i></b><b><i>X</i></b><b><i>,</i></b><b><i> </i></b><b><i>YouTube</i></b><b><i>, and</i></b><b><i> </i></b><b><i>Facebook</i></b><b><i>.</i></b></div></div><div><div><b>
Inviting applications for the role </b><b>of Principal</b><b>Consultant- Wealth Management Modernization Business Analyst</b></div></div><div><div><b>
We are looking for experienced Business Analysts to support a portfolio of strategic initiatives within a global Wealth Management organization. These initiatives cover investment servicing, wealth lending, front-office enablement, operational efficiency improvements, and modernization of core platforms and workflows.</b></div></div><div><div><b>
This role is focused on improving business processes, evolving operating models, and supporting adoption of new systems and tools across the wealth management lifecycle. Strong wealth management domain experience, capital markets product knowledge, and the ability to work closely with technology teams are essential.</b></div></div><div></div><div><div><b>
You will collaborate with business stakeholders, delivery teams, and technology partners to translate business needs into clear process, system, and data requirements that support modernization initiatives.</b></div></div><div><div><b>
The role combines practical business analysis delivery with continuous improvement of business workflows and supporting technology capabilities.</b></div></div><div></div><div><div><b><br>
Responsibilities</b></div></div><div><div><b>
Business Analysis &amp; Process Modernization</b></div></div><div><ul><div><div><b>
Work with stakeholders across Front Office, Lending, Investment teams, Operations, and Technology</b></div></div></ul></div><div><ul><div><div><b>
Capture and document business and functional requirements</b></div></div></ul></div><div><ul><div><div><b>
Review existing processes, system touchpoints, and data flows</b></div></div></ul></div><div><ul><div><div><b>
Help define improved workflows and future-state operating models</b></div></div></ul></div><div><div><b>
Modernization Across Wealth Domains</b></div></div><div><div><b>
Investment &amp; Portfolio Servicing</b></div></div><div><ul><div><div><b>
Support initiatives affecting investment advisory processes, portfolio servicing, and reporting workflows</b></div></div></ul></div><div><ul><div><div><b>
Evaluate impacts of product lifecycle events and portfolio activities on downstream processes and systems</b></div></div></ul></div></div><div><div><div><b>
Wealth Lending</b></div></div><div><ul><div><div><b>
Support improvements to wealth lending and collateralized credit processes</b></div></div></ul></div><div><ul><div><div><b>
Analyze</b><b> impacts across origination, monitoring, collateral management, and lifecycle servicing</b></div></div></ul></div><div><div><b>
Front Office</b></div></div><div><ul><div><div><b>
Help enhance relationship manager workflows, CRM usage, and client servicing processes</b></div></div></ul></div><div><ul><div><div><b>
Ensure requirements reflect day-to-day front-office usage and client engagement needs</b></div></div></ul></div><div><div><b>
Operations</b></div></div><div><ul><div><div><b>
Review and improve operational workflows supporting product servicing and client instructions</b></div></div></ul></div><div><ul><div><div><b>
Identify opportunities for process simplification, automation, and stronger controls</b></div></div></ul></div><div><div>
Capital Markets Product Knowledge (Required)</div></div><div><ul><div><div>
Working knowledge of:</div></div></ul></div><div><ul><div><div>
Equities</div></div></ul></div><div><ul><div><div>
Fixed income / bonds</div></div></ul></div><div><ul><div><div>
Derivatives (vanilla products and lifecycle events)</div></div></ul></div><div><ul><div><div>
Understand how financial product lifecycle events influence advisory, lending, operational, and system processes</div></div></ul></div><div><ul><div><div>
Ensure modernization initiatives remain aligned with product structures and constraints</div></div></ul></div><div><div>
Business Readiness &amp; Adoption</div></div><div><ul><div><div>
Support the rollout of new processes, tools, and platforms</div></div></ul></div><div><ul><div><div>
Contribute to:</div></div></ul></div><div><ul><div><div>
Process documentation</div></div></ul></div></div><div><div><ul><div><div>
Training inputs</div></div></ul></div><div><ul><div><div>
User guidance materials</div></div></ul></div><div><ul><div><div>
Stakeholder communication</div></div></ul></div><div><ul><div><div>
Help ensure smooth adoption of new ways of working</div></div></ul></div><div></div><div><div><b><br>
Qualifications we seek in you!</b></div></div><div><div><b>
Minimum Qualifications</b></div></div><div><div><b>
BTECH</b></div></div><div><div><b>
Preferred Qualifications/ Skills</b></div></div><div><ul><div><div><b>
Produce structured documentation including:</b></div></div></ul></div><div><ul><div><div><b>
Requirements specifications</b></div></div></ul></div><div><ul><div><div><b>
Business rules</b></div></div></ul></div><div><ul><div><div><b>
Process maps</b></div></div></ul></div><div><ul><div><div><b>
System interaction diagrams</b></div></div></ul></div><div><ul><div><div><b>
Data dependencies</b></div></div></ul></div><div><ul><div><div>
Support business testing activities</div></div></ul></div><div><ul><div><div>
Perform Pre-UATreadiness validation</div></div></ul></div><div><ul><div><div>
Assist users during UAT cycles by clarifying workflows and expected outcomes</div></div></ul></div><div><ul><div><div>
Act as a link between business stakeholders and technology delivery teams</div></div></ul></div><div><ul><div><div>
Facilitate workshops, walkthroughs, and requirement validation sessions</div></div></ul></div></div><div><div><ul><div><div>
Provide clear documentation and status updates to stakeholders and program leadership</div></div></ul></div><div><ul><div><div>
Experience working as a Business Analyst within Wealth Management or Private Banking</div></div></ul></div><div><ul><div><div>
Experience supporting process improvement or platform modernization initiatives</div></div></ul></div><div><ul><div><div>
Strong capital markets product knowledge</div></div></ul></div><div><ul><div><div>
Understanding of front-to-back wealth management processes</div></div></ul></div><div><ul><div><div>
Experience working with technology delivery teams</div></div></ul></div><div><ul><div><div>
Investment advisory and portfolio servicing processes</div></div></ul></div><div><ul><div><div>
Wealth lending and collateralized products</div></div></ul></div><div><ul><div><div>
Operational product servicing workflows</div></div></ul></div><div><ul><div><div>
CRM, portfolio, lending, and operational platforms</div></div></ul></div><div><ul><div><div>
Data flows and reporting dependencies</div></div></ul></div><div><ul><div><div>
Risk and control considerations within wealth management</div></div></ul></div><div><ul><div><div>
Strong communication across business and technology stakeholders</div></div></ul></div><div><ul><div><div>
Structured and detail-oriented approach</div></div></ul></div><div><ul><div><div>
Good workshop facilitation skills</div></div></ul></div><div><ul><div><div>
Comfortable working in evolving delivery environments</div></div></ul></div><div><ul><div><div>
Strong sense of ownership and accountability</div></div></ul></div><div></div><div><div><b><i><br>
Why join Genpact?</i></b></div></div></div><div><div><ul><div><div><b><i>
Lead AI-first transformation</i></b><b><i> &ndash; Build and scale AI solutions that redefine industries</i></b></div></div></ul></div><div><ul><div><div><b><i>
Make an impact</i></b><b><i> &ndash; Drive change for global enterprises and solve business challenges that matter</i></b></div></div></ul></div><div><ul><div><div><b><i>
Accelerate your career</i></b><b><i>&mdash;Gain hands-on experience, world-class training, mentorship, and AI certifications to advance your skills</i></b></div></div></ul></div><div><ul><div><div><b><i>
Grow with the best</i></b><b><i> &ndash; Learn from top engineers, data scientists, and AI experts in a dynamic, fast-moving workplace</i></b></div></div></ul></div><div><ul><div><div><b><i>
Committed to ethical AI</i></b><b><i> &ndash; Work in an environment where governance, transparency, and security are at the core of everything we build</i></b></div></div></ul></div><div><ul><div><div><b><i>
Thrive in a values-driven culture</i></b><b><i> &ndash; Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress</i></b></div></div></ul></div><div><div><b><i>
Come join the 140,000+ coders, tech shapers, and growth makers at Genpact and take your career in the only direction that matters: Up.</i></b></div></div><div><div><b><i>
Let&rsquo;s build tomorrow together.</i></b></div></div><div></div><div><div><b><i><br>
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, </i></b><b><i>color</i></b><b><i>, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.</i></b><br>
<b><i>Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.</i></b></div></div></div></div><p></p><p><br>
JobSenior Principal Consultant</p><p>
Primary LocationIndia-Mumbai</p><p>
ScheduleFull-time</p><p>
Education LevelBachelor's / Graduation / Equivalent</p><p>
Job PostingFeb 22, 2026, 8:55:44 PM</p><p>
Unposting DateAug 22, 2026, 2:55:44 AM</p><p>
Master Skills ListConsulting</p><p>
Job CategoryFull Time</p></div>

Senior Principal Consultant- Wealth Management Modernization Business Analyst

Bayut KSA - بيوت السعودية

<div>
 <p>
  As the Junior Commercial Analyst in Wealth Management, you will be responsible for market research modelling, in-depth analysis across products and clients, and the management of budgeting and forecasting processes, all while focusing on key metrics such as Assets Under Management (AUM) and revenue generation. You will also be responsible for creating client proposals, pitch decks, and post-sales client analytics.
 </p>
 <p>
  <strong>
   KEY RESPONSIBILITIES
  </strong>
 </p>
 <p>
  Market Research:
 </p>
 <ul>
  <li>
   Keep analysing the real estate market to identify opportunity hotspots in the region.&nbsp;&nbsp;
  </li>
  <li>
   Read available secondary data/reports and present takeaways to the management.&nbsp;
  </li>
  <li>
   Periodically publish research reports.&nbsp;
  </li>
  <li>
   Perform on-demand global research on rules, regulations, tax laws, etc., for the target geographic markets.&nbsp;&nbsp;
  </li>
 </ul>
 <p>
  Client Proposals and Pitch Deck Development:
 </p>
 <ul>
  <li>
   Work closely with the Wealth Management team to do client need analysis and risk profiling.&nbsp;
  </li>
  <li>
   Design client proposals based on the client profile and the research done for the real estate sector
  </li>
  <li>
   Communicate with internal stakeholders for proposal deliberation. Once approved, develop the pitch deck for the client.&nbsp;
  </li>
 </ul>
 <p>
  Reporting and Analysis:
 </p>
 <ul>
  <li>
   Conduct in-depth analysis of and commercial performance metrics, including Assets Under Management (AUM) and revenue streams (e.g., advisory fees, transactional income, etc.).&nbsp;
  </li>
  <li>
   Develop management reports for wealth teams and related assets
  </li>
 </ul>
 <p>
  Special Projects:
 </p>
 <ul>
  <li>
   Work on special projects assigned by the line manager. These research and analysis projects may include, but are not limited to, areas related to commercial, regulatory, and financial matters
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Bachelor's degree in research, business administration, marketing, communications, or a relevant field
  </li>
 </ul>
 <p>
  <strong>
   Experience
  </strong>
 </p>
 <ul>
  <li>
   2-3 years of Research, Business Analysis &amp; Reporting
  </li>
  <li>
   Proven track record in making reports, feasibility and commercial documents
  </li>
 </ul>
 <p>
  <strong>
   Knowledge
  </strong>
 </p>
 <ul>
  <li>
   In-depth knowledge of research tools and techniques
  </li>
  <li>
   A deep understanding of the real estate market services/products
  </li>
 </ul>
 <p>
  <strong>
   Skills
  </strong>
 </p>
 <ul>
  <li>
   Outstanding communication and interpersonal skills
  </li>
  <li>
   An analytical mind with excellent data collection and analysis skills
  </li>
  <li>
   Excellent organizational and time management skills
  </li>
  <li>
   Strong team orientation, communication, &amp; creative skills
  </li>
 </ul>
 <p>
  <strong>
   Traits
  </strong>
 </p>
 <ul>
  <li>
   Adaptability
  </li>
  <li>
   High level of integrity
  </li>
  <li>
   Highly organized and detail-oriented.
  </li>
  <li>
   The ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High-performing and fast-paced work environment
  </li>
  <li>
   Comprehensive Health Insurance
  </li>
  <li>
   Rewards and recognition
  </li>
  <li>
   Learning &amp; Development
  </li>
 </ul>
 <p>
  #KSABayut
  <br/>
  <br/>
  Bayut is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 </p>
</div>


Junior Commercial Analyst

Goldman Sachs

<div><div><div><div><div><div><div><p><b>WEALTH MANAGEMENT</b></p>
<p>
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.</p>
<p><b>
OUR IMPACT</b></p>
<p>
The Client Identification Program &ndash; Rolling Review team at Goldman Sachs has primary responsibility to ensure account documentation satisfies regulatory requirements, country specific policies, and internal controls, which has an ever-increasing impact in our Consumer and Wealth Management business. You will obtain a comprehensive knowledge of our business and the risks that it faces. This Anti-Money Laundering function forms an integral part of our business by working to identify solutions that balance the business, client and regulatory needs.</p>
<p><b>
YOUR IMPACT</b></p>
<p>
If you are looking to apply your due diligence skills while also learning about the changing regulatory landscape, our Rolling Review team would like to invite you to apply for a position on the team. We are seeking a professional who can work with our Private Wealth Management (PWM) sales teams to review and refresh their Anti-Money Laundering (AML)/Know Your Customer (KYC) information on file. This position offers the opportunity to mitigate the risks at the firm while collaborating with colleagues across the Business, Operations, and Compliance divisions.</p>
<p><b>
JOB SUMMARY &amp; RESPONSIBILITIES</b></p>
<ul><li>
Demonstrate the ability to constantly apply sound business judgment in order to identify unusual or suspicious documentation or activity.</li><li>
Develop a profound understanding of Client Identification Program (CIP) policies involving country specific requirements and translate this knowledge to day-to-day responsibilities.</li><li>
Satisfy the responsibility for completing detailed reviews of documentation for new and existing clients, including legal agreements and organizational documents.</li><li>
Engage in opportunities to review processes, analyze information, make decisions and recommendations and implement and monitor procedures.</li><li>
Become commercially aware and understand the nature of the business you are involved in while at the same time ensuring all Goldman Sachs CIP standards are constantly being met.</li><li>
Display a strong ability to influence the Consumer and Wealth Management (CWM) Business by serving as a liaison between Financial Crime Compliance (FCC) and Private Wealth Management (PWM) Sales teams.</li></ul>
<p><b>
BASIC QUALIFICATIONS</b></p>
<ul><li>
Bachelor's degree required.</li><li>
0-2 years of relevant AML/KYC experience with Financial Services</li><li>
Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail.</li><li>
Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience.</li><li>
Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities.</li><li>
Flexible and able to work well under pressure, manage high volumes, and collaborate with a global team while maintaining a positive attitude.</li><li>
Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word.</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b><br>
<br>
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.</p>
<p>
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. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.</p>
<p>
Goldman Sachs is an equal employment/affirmative action employer</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
Bengaluru
JOB FUNCTION
Ongoing Client Readiness
DIVISION
Asset &amp; Wealth Management</p>

Asset & Wealth Management Operations - WM Ops Rolling Review - Analyst - Bengaluru

<div><div><div><div><div><div><div><p><b>WEALTH MANAGEMENT</b></p>
<p>
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.</p>
<p><b>
OUR IMPACT</b></p>
<p>
Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm&rsquo;s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business.</p>
<p><b>
BUSINESS UNIT OVERVIEW</b></p>
<p>
Consumer Investment Management Operations delivers asset management and wealth management capabilities to clients around the world. We are a multi-faceted group that partners with all areas of the Investment Management Division to support evolving markets and business requirements. Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control.</p>
<p>
The Middle Office Team(MO) is a support function team which works closely with Sales, Technology &amp; CWM teams across globe to provide major services which contributes to client experience and are critical in nature</p>
<p><b>
BASIC QUALIFICATIONS</b></p>
<ul><li>
Bachelor&rsquo;s Degree with experience</li><li>
Good understanding of the financial industry including active interest in financial services and Operation</li><li>
Strong interpersonal skills with ability to build the trust and confidence in capabilities, work well with others internally to accomplish client objectives</li><li>
Support Operations &amp; Technology in System &amp; process improvements</li><li>
Highly organized, attention to detail and excellent follow through skills</li><li>
Demonstrate ability in optimizing between excellent client excellence, strong risk management and operational efficiency</li><li>
Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities</li><li>
Demonstrates a strong commercial and client focused mindset balanced with a clear risk management approach</li><li>
Flexible and able to work well under pressure in a team environment</li><li>
Strong written and verbal communication skills</li></ul>
<p><b>
PREFERRED QUALIFICATIONS</b></p>
<ul><li>
0-2 years financial industry experience</li><li>
Knowledge about Payments &amp; payment systems</li><li>
Experience of Microsoft Office space</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b><br>
<br>
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.</p>
<p>
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. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.</p>
<p>
Goldman Sachs is an equal employment/affirmative action employer</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Senior Analyst
OFFICE LOCATION(S)
Bengaluru
JOB FUNCTION
Client Services - Operations
DIVISION
Asset &amp; Wealth Management</p>

Asset & Wealth Management Operations - PWM Client Onboarding - Senior Analyst - Bengaluru

<div><div><div><div>United States - Texas</div>
</div><div><div>Business management, administration and support
</div></div><div><div>Global Wealth Management
</div></div><div><p><b>Job Reference #</b></p>
<div>335223BR</div>
</div><div><p><b>City</b></p>
<div>Plano</div>
</div><div><p><b>Job Type</b></p>
<div>Temporary / Contract
</div></div><div><p><b>Your role</b></p>
<div>Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you.<br>
<br>
We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your resume.<br>
<br>
 work on projects that have real impact on clients<br>
 support our team of wealth management experts<br>
 attend presentations by WMA leaders to help you understand our industry, culture and strategy<br>
 gain product knowledge from internal and external partner sessions to support your team<br>
 plan team marketing events and material<br>
 assist with the responsibilities of running an entrepreneurial business model</div>
</div><div><p><b>Your team</b></p>
<div>You&rsquo;ll be working within the Plano branch office where we provide advice-based solutions. Our financial<br>
advisors deliver a fully integrated set of products and services specifically designed to address the needs of<br>
ultra-high net worth and high-net worth individuals and families.</div>
</div><div><p><b>Your expertise</b></p>
<div>Ideally enrolled in a two or four year college or university. In particular, you have:<br>
 a balanced resume which includes solid academic performance and campus involvement<br>
 a genuine interest in developing a career in Wealth Management<br>
You are:<br>
 positive with a can-do approach<br>
It doesn&rsquo;t matter what you&rsquo;re studying (you don't need to be a financial guru). But we&rsquo;d like to see evidence<br>
that you can:<br>
 analyze a problem, come up with ideas and make a decision<br>
 show good judgment<br>
 plan, organize and make things happen<br>
 communicate well and work within a team<br>
 stick with a task<br>
Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it?<br>
Think about your achievements and how they match the skills we&rsquo;re after</div>
</div><div><p><b>About us</b></p>
<div>UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.<br>
We know that great work is never done alone. That&rsquo;s why we place collaboration at the heart of everything we do. Because together, we&rsquo;re more than ourselves. Want to find out more? Visit ubs.com/careers.</div>
</div><div><p><b>How we hire</b></p>
<div>We may request you to complete one or more assessments during the application process. Learn more</div>
</div><div><p><b>Salary information</b></p>
<div>The base rate of pay offered for this role is $20.00/hour</div>
</div><div><p><b>Join us</b></p>
<div>At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.<br>
We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</div>
</div><div><p><b>Disclaimer / Policy statements</b></p>
<div>UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.</div></div></div></div><div></div>

Intern

Ameriprise Financial

<div>The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><br>
Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</p></li><li><p>
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</p></li><li><p>
Build and analyze investment portfolios tailored to HNWI clients.</p></li><li><p>
Prepare detailed portfolio reports and client-facing investment presentations.</p></li><li><p>
Complete quarterly tasks to maintain the investment team&rsquo;s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</p></li><li><p>
Leverage Morningstar Direct and Preqin databases for research and analysis.</p></li><li><p>
Collaborate with internal teams to ensure high levels of client satisfaction.</p></li><li><p>
Monitor market trends and identify investment opportunities.</p></li><li><p>
Maintain strong communication with internal teams and product partners.</p></li></ul><p><b><br>
Required Qualifications</b></p><ul><li><p><br>
Bachelor's Degree or equivalent experience.</p></li><li><p>
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</p></li><li><p>
Familiarity with Financial planning concepts and strong analytical and reporting skills.</p></li><li><p>
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</p></li><li><p>
Experience with financial tools like Morningstar Direct, Preqin etc.</p></li><li><p>
Detailed oriented with strong analytical skills.</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</p></li><li><p>
Ability to take direction and work independently with minimal supervision.</p></li><li><p>
Ability to establish and maintain strong relationships with internal teams and across the organization.</p></li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in mathematics, Finance, Statistics, Economics, or Accounting</p></li><li><p>
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.</p></li></ul><p></p><p><b><br>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Lead Portfolio Investment Analyst

<div>The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</p></li><li><p>
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</p></li><li><p>
Build and analyze investment portfolios tailored to HNWI clients.</p></li><li><p>
Prepare detailed portfolio reports and client facing investment presentations.</p></li><li><p>
Complete quarterly tasks to maintain the investment team&rsquo;s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</p></li><li><p>
Leverage Morningstar Direct and Preqin databases for research and analysis.</p></li><li><p>
Collaborate with internal teams to ensure high levels of client satisfaction.</p></li><li><p>
Monitor market trends and identify investment opportunities.</p></li><li><p>
Maintain strong communication with internal teams and product partners.</p></li></ul><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
Bachelor's Degree or equivalent experience.</p></li><li><p>
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</p></li><li><p>
Familiarity with Financial planning concepts and strong analytical and reporting skills.</p></li><li><p>
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</p></li><li><p>
Experience with financial tools like Morningstar Direct, Preqin etc.</p></li><li><p>
Detailed oriented with strong analytical skills.</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</p></li><li><p>
Ability to take direction and work independently with minimal supervision.</p></li><li><p>
Ability to establish and maintain strong relationships with internal teams and across the organization.</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in mathematics, Finance, Statistics, Economics, or Accounting</p></li><li><p>
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.</p></li></ul><p></p><p><b><br>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Senior Portfolio Investment Analyst Lead

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