Wealth Management -PWM COO – OneGS - Analyst-Bengaluru

Goldman Sachs•Bengaluru, Karnataka, India

fulltime

Finance and Sales

0+ years

About the role

Job Description About Goldman Sachs The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and maintain offices in London, Frankfurt, Tokyo, Bengaluru, Hong Kong and other major financial centres around the world.

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 Wealth Management Leadership & Regional Management team involvement ranges from internal consulting, strategy, competitor data, expense management, along with management reporting for senior leadership
Business strategy & performance management: Collaborating with Global COOs on initiatives to drive and streamline business critical projects
Leadership and internal presentations: Responsible for generation, distribution, and analysis of weekly, monthly and annual management reports. Build and deliver analytical insights to the leadership that will help in forming client, sales & product strategies
Screening prospect lists and generally assisting in groundwork for firmwide lead targeting exercises
Coordinating for referral feedback loop insights with OneGS teams and advisors
Firmwide CRM data tracking & quality control
Develop analytical lead allocation model

Basic Qualifications

Master’s degree in finance, Economics, Business or Commerce.
Experience in financial services industry, preferably in an analytical or strategy function
Strong communication and interpersonal skills
Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, QlikSense, Altreyx) is advantageous
Strong understanding of wealth management, investment advisory and financial planning products and landscape

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.

We are committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

Goldman Sachs is an equal employment/affirmative action employer

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