Asset & Wealth Management Operations - Retail SMA Oversight - Associate

Description ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firms primary investment area, we provide investment and advisory services for some of the worlds leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors, spanning traditional and alternative markets offering products and services Advisors, understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders, providing timely insights across macro and secular themes to help inform our clients investment decisions Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals YOUR IMPACT Are you looking to apply your client service and analytical skills while deepening your understanding of asset management Our 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. OUR IMPACT 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 client around the world. In addition, Operations provides essential risk management and control to preserve the firms 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 make the business flow. The GSAM Retail SMA Oversight team sits within the Asset Management Division and has primary responsibility of clients portfolio account event, funding (inflows, outflows and transfers) position and cash management, risk management and innovative solutions, and serves as the single point of contract for all operations related client inquiries. Functions cover a wide range of clients and a complex product range, which includes equities, fixed income. The group 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. JOB SUMMARY AND RESPONSBILITIES This is a highly technical role and as such requires the capability to work effectively with a diverse range of professionals both internally and externally, covering a wide variety of products and functions to solve for operational efficiency. The main areas of responsibility will be: As part of this role, the associate will partner with the Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform to support the Retail Separately Managed Account (SMA). Involve in day-to-day BAU activities (funding, onboarding & review of exceptions for Retail SMA accounts) Understand the daily BAU activities, Identify and suggest controls and perform oversight activities Leverage business intelligence tools and information systems to create new tools and workflows while ensuring accounting data accuracy and provide account policy oversight to create a controlled environment for investment management processes Create daily SLA metrics and forecasting across our main business to track and monitor our KPIs and KRIs Scalability analysis of workflow cost drivers and trends to help drive process improvements and efficiency Coordinate across portfolio managers on cash funding, withdrawals, trading requests and account attribute changes Process and control analysis to ensure effective oversight and risk management BASIC QUALIFICATIONS Previous experience in Operations and/or Financial Services Industry, preferably in Asset management Extensive understanding of the product lifecycle and user experience for the distribution of Fixed Income, Equity, and other similar financial products on a digital platform Practical and technical knowledge of fund accounting Understanding of accounting impact across different types of lifecycle events Advanced skills in Microsoft Excel and proficient in PowerPo .