Asset & Wealth Management Operations - Client Onboarding & Configuration - Dallas-Associate
Goldman Sachs job in Dallas, TX
Asset Management Division
The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank, and brings together Goldman Sachs' primary long term principal investing capabilities with the traditional money managing arm of the firm to offer a full suite of world-class investment solutions to the firm's clients.
Job Summary & Responsibilities
MAS Operations team sits within Client Operations and has primary responsibility for all aspects of portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries for Multi-Asset Solutions clients. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships.
Primary Responsibilities
Holistic ownership and understanding of client accounts from a GSAM Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for GSAM Operations
Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.
Liaise with client's appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries. Interpret and determine Operational client requirements and service standards from legal documentation and business requirements supporting all account events. Coordinate controls and sign-offs both internally and externally.
Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process.
Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact
Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture
Apply process reengineering methodologies in executing strategies and tactical solutions
Basic Qualifications
Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
Bachelor's degree
Be highly collaborative, team-oriented and strong consensus builder
Demonstrate strong communication and interpersonal skills both written and oral
Preferred Qualifications
Previous experience in Operations and/or Financial Services industry- Relevant work experience of 3-4 years
Demonstrate ability to partner across product groups, regions and functional responsibilities.
Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
Risk management focus
Auto-ApplyAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - Dallas or Houston
Goldman Sachs job in Dallas, TX
YOUR IMPACT
Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and /or estate advisory.
OUR IMPACT
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.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Goldman Sachs Family Office (GSFO)
Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.
HOW YOU WILL FULFILL YOUR POTENTIAL
Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective
Advise individuals and families on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts.
Counsel clients on asset protection techniques and implementation
Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients' wealth planning
Develop philanthropic goals and implement related structures (e.g., DAF, private foundations)
Formalize financial goals and put into action a plan to achieve those goals.
Presentation of internal educational seminars to Private Wealth Management teams
EXPERIENCE & SKILLS WE'RE LOOKING FOR
Bachelor's Degree required; CPA and/or JD highly preferred
Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies
Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax
Strong income tax planning expertise
Experience with state and local tax matters for the southern state jurisdictions is preferable
Experience working with both private company owners and executives of public companies is a plus
A strong background in advising on the implementation of asset protection techniques
Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning
Deep interest in the financial markets and good investment sense/commercial instinct
Excellent interpersonal skills and a desire to work in a team-oriented environment
Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
Extensive experience of presenting to internal and external audiences
Ability to build consensus and facilitate decision-making among families
Experience in the structuring and management of family office entities is a plus
Ability to work in a fast-paced environment and think clearly under pressure
A minimum of ten years of experience as an accountant, attorney or wealth professional
Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)
Experience working with clients in structuring multi-generational wealth and estate planning strategies
Willingness and desire to travel, as necessary, given regional coverage of the role
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. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Auto-ApplyMission Critical OFCI/Commissioning Lead
San Antonio, TX job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Now Hiring: Mission Critical OFCI/Commissioning Lead
Schedule: 5/10's + 8 hours on Saturdays
Start Date: As soon as a qualified candidate is identified
Project Type: Mission Critical Data Center
If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects.
What You'll Do:
You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned.
Key responsibilities include:
OFCI & Commissioning Coordination
Manage the OFCI log, including equipment deliveries and push/pull ticket requests.
Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays.
Use the Star Tool to request vendor resources for L2-L5 testing.
Vendor & Subcontractor Collaboration
Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors.
Coordinate equipment deliveries with site superintendents to align with project schedules.
Drive communication between subcontractors and OFCI vendors to resolve installation concerns.
Inspection & Documentation Management
Oversee QC/Cx inspection documentation and ensure completion one week before H2C.
Manage Procore documentation, including equipment testing reviews and inspection tracking.
Validate that received OFCI equipment matches approved engineering submittals.
Project Tracking & Reporting
Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed.
Track repairs and damages (including part reallocations and trade-related equipment damage).
Manage the generator fuel log and coordinate readiness notifications.
Track MCM dates in Smartsheet.
Meetings & Cross-Team Coordination
You'll lead or participate in several recurring project meetings, including:
Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets.
Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination.
Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs.
Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available.
Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings.
If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.
Wealth Advisor, Schwab Wealth Advisory
Roanoke, TX job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
Bachelor's degree
Active FINRA Series 7 license
(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
Active FINRA Series 66 license
(May be obtained within the first 120 days)
Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
Preferred Qualifications
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Engineering Analyst II (Data Governance)
Houston, TX job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
We're looking for an Engineering Analyst II (Data Governance) - someone who's passionate about elevating data quality, strengthening data stewardship, and supporting teams that rely on accurate asset information to keep operations running safely and efficiently.
This role sits at the intersection of data governance, asset information, and operational excellence. You'll act as a core liaison between groups such as asset information management, field operations, engineering, technical systems, and compliance - helping ensure that data is trusted, well-managed, and aligned with industry best practices.
What You'll Do:
Implement and monitor data governance best practices based on established frameworks.
Partner with both technical and business stakeholders to define clear ownership, stewardship, and accountability for asset data.
Lead data quality efforts for pipeline asset information, including profiling, cleansing, and remediation.
Ensure data management practices align with key industry standards (ISO, ISA, CFIHOS, etc.).
Build and maintain data dictionaries, metadata repositories, and data lineage documentation.
Manage governance documentation, processes, and digital workspace content (including SharePoint), especially as they relate to asset-related nomenclature.
Facilitate working groups and lead awareness sessions focused on data governance within the pipeline industry.
Track and report on governance metrics and the effectiveness of implemented controls.
What You Bring:
Bachelor's degree in a relevant field such as Information Management, Engineering, Computer Science, or Business.
4+ years of experience in data governance, data management, or similar work-preferably within the energy sector.
Familiarity with data governance frameworks and data quality tools.
Understanding of pipeline industry regulations (PHMSA) and best practices in asset-related data management.
Strong analytical, organizational, and presentation skills, with the ability to translate technical concepts for non-technical audiences.
Proven experience working collaboratively across engineering, operations, and compliance teams.
Preferred Skills:
Experience with pipeline asset management systems, GIS platforms, or records management tools.
SharePoint design/management and PowerApps (forms/workflows).
Power BI reporting experience.
Knowledge of master data management (MDM) concepts.
Excellent problem-solving skills and attention to detail, especially when working with safety-critical infrastructure data.
If you're someone who thrives in a cross-functional environment and enjoys improving how organizations manage and trust their data, this could be a great fit!
VP, Financial Consultant - Austin (Bee Cave), TX (Hiring Immediately)
Austin, TX job
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time,youllgrowyourpractice holistically through client asset consolidation, networking, and earning client referrals.If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Associate - Modeling Analytics
Plano, TX job
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplySenior Business Analyst - Portfolio Optimization - Hybrid
Remote or Hutto, TX job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Wealth & Asset Management Engineering (WAME) Technology is part of the Schwab Technology Services (STS) organization supporting Schwab's Research, Investment management, and Trading platforms to provide products, advice and services to institutional and retail clients manage investments.
This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year".
Team is high performing and plays a key role in developing the technical strategy, designing systems, and delivering to high quality standards.
Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution.
Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors.
Partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts.
Coordinating user acceptance testing between vendor, business and WAM technology team.
Ensuring that system solutions are delivered successfully to the business stakeholders.
Providing deep data support and maintenance of vendor applications and in-house systems, as needed.
Gaining in-depth business knowledge to successfully represent the business community in arriving at technical solutions that support business strategies.
Adapting to changing priorities and managing multiple tasks.
Knowledge Visio, Lucid chart or other visualization software, experience building flowcharts to represent workflows.
Strong knowledge of webservices and/or API specifications and ability to transform business requirements to stories in JIRA and confluence.
Experience with collaborative tools such as Jira, Confluence is required.
What you have
Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting.
Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi.
Subject matter expertise and experience with IBOR Systems - preferably Vestmark.
Ability to manage and communicate multiple and changing priorities and deadlines to the business in a matrixed organization, comfortable supporting multiple line of stakeholders in trading, portfolio management, compliance, and risk.
Demonstrated ability to analyze and provide technology recommendations to the business.
Experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners.
Confidence in presenting both strategic and tactical vision to the business team for both big-picture planning and day-to-day management of project goal.
Desire to work with both in-house developed systems and third-party vendor packages.
Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills.
Education: BA/BS in finance, computer science or related field. Finance CFA Foundation or CFA certification would also be accepted.
8+ years of relevant experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology.
Preferred Proficiencies: Experience in component-based development (integrating vendor products with in-house developed code); strong data analysis skills; working experience in an agile development environment.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track
Plano, TX job
JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
New York, NY
Plano, TX
Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Risk Management Track
The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include:
* Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators.
* Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
* Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders.
Additional information about Risk Functions within JPMorganChase:
* Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX
* Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyLegal , Administrative Assistant, Dallas
Goldman Sachs job in Dallas, TX
Legal is seeking a highly motivated Administrative Assistant. This role is to support teams consisting of Managing Directors, VPs, and Associates. Previous experience in supporting senior executives and managing complex calendars is a must as well as the ability to work well under pressure in a busy and dynamic environment
JOB SUMMARY & RESPONSIBILITIES
* General administrative support (covering phones, maintaining files, distributing mail, scheduling meetings, coordinating travel arrangements, etc.)
* Provides administrative support in a complex team environment to a group of VPs and Managing Directors
* Coordinate senior-level internal/external meetings and conference calls for the team
* Maintain detailed calendars and related logistics for the team
* Handle a high volume of phone calls and interact with senior level business leaders in a professional and effective manner
* Prepare and process travel and expense reports in a timely manner
* Create slide decks and various reports related to the operation of our Legal teams in Dallas and Richardson
* Perform other tasks, including but not limited to, preparing correspondence and other communications, file organization, archiving
* Handle several legal-specific administrative duties, including but not limited to, legal engagements, legal matter creation, and outside counsel invoices
* Assist attorneys with the creation of recurring legal documents and contracts
* Assist our COO team members as it pertains to various divisional programs and initiatives, such as our summer intern program, our committees and our social networking events
* Maintain understanding of firm policies and learn how to use key tools and applications (e.g., expense, document management and vendor management systems)
* Arranging internal and client meetings - booking of conference rooms, registering guests, ensuring materials organized
* Create documents (i.e., PowerPoint presentations, Excel spreadsheets, etc.)
* Acting as the main point of contact for administrative queries for the department
* Assist with catering requests as needed to support internal and external meetings for the department
NECESSARY QUALIFICATIONS:
* Minimum 2+ years' experience as an Administrative Assistant in a law firm, accounting firm, consulting firm, banking or corporate environment
* Excellent interpersonal and communication skills
* Organized, efficient, detail-oriented, and highly motivated
* Ability to solve problems quickly and efficiently
* Knowledge of general business, corporate and government cultures
* Ability to handle highly sensitive, confidential and non-routine information
* Comfortable working with people at all organizational levels
* Maintains a positive attitude and has the ability to prioritize and remain flexible as priorities change
* Must have excellent judgment; be an independent thinker and resourceful
* Team player with a positive attitude
* Highest degree of integrity, professionalism, diplomacy and discretion required
* Strong proficiency in MS Word, Excel, PowerPoint and Outlook
SKILLS / EXPERIENCE:
* Previous experience in a relevant role, i.e. as an assistant supporting at senior management/managing director level, preferably within the financial services or legal industry
* Extensive working knowledge of Microsoft Office including Outlook and PowerPoint and Excel skills
* Team player with a positive attitude
* Ability to communicate clearly, concisely and confidently
* Strong attention to detail
* Strong organizational skills
* Proactivity - ability to take initiative, follow up where necessary without prompting and seek clarification when needed
* Discretion - ability to handle sensitive matters confidentially at all times
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. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Auto-ApplyCommercial Bank- Treasury Sales- United States- 2026 ReEntry Program
Houston, TX job
JobID: 210692042 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $70,000.00-$135,000.00; Chicago,IL $70,000.00-$135,000.00; Boston,MA $70,000.00-$135,00.00; Los Angeles,CA $70,000.00-$135,000.00; San Franciso,CA $70,000.00-$135,000.00; Irvine,CA $70,000.00-$135,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial Bank
The CB Treasury Sales team is responsible for contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyInternal Audit- Platform Solutions, Transaction Banking Audit - Dallas-Associate
Goldman Sachs job in Dallas, TX
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative workspaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office
INTERNAL AUDIT
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
* Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
* Raise awareness of control risk
* Assesses the firm's control culture and conduct risks
* Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
* Develop and maintain an in-depth understanding of consumer banking business areas, its products, and supporting functions
* Assist in every step of an audit including scoping, planning, fieldwork and reporting
* Execute audit testing and supervise junior team members to ensure audit fieldwork is focused on the right areas and documentation meets high quality standards
* Identify risks, assess mitigating controls, and make recommendations on improving the control environment
* Prepare commercially effective audit conclusions and findings, and present to IA senior management and business clients
* Follow-up on open audit issues and their resolution
* Assist in the audit team's continuous monitoring effort to cover market and regulatory events, business and technology updates and audit/reviews completed
* Participate in department-wide initiatives aimed at continually improving IA's processes and supporting infrastructure
SKILLS AND RELEVANT EXPERIENCE
* Team-oriented with a strong sense of ownership and accountability
* Strong leadership, interpersonal, and relationship management skills
* Strong verbal and written communication skills
* Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
* Solid analytical skills
* 3+ years of experience in a public accounting, internal audit, or a related control function in retail banking or consumer lending product (e.g., open-end and closed-end credit) environment
* 4-year degree in a finance, accounting, or quantitative discipline, and ideally a graduate degree in a related subject
* Relevant certification or industry accreditation (e.g., CPA, CFA, CIA, CAMS, FRM) is a plus
* Experience with Data Analytics is a plus
* In-depth technical knowledge of relevant product areas (e.g. consumer banking products and consumer compliance)
* Experience in managing integrated business and technology audit engagements and/or projects
Auto-ApplyRisk, Enterprise Risk (Appetite and Limits), Vice President, Dallas
Goldman Sachs job in Dallas, TX
Team: Enterprise Risk Management The Risk Division aims to effectively identify, monitor, evaluate, and manage the firm's financial and non-financial risks in support of the firm's Risk Appetite Statement and strategic plan. Operating in a fast paced and dynamic environment and utilizing the best-in-class risk tools and frameworks, Risk teams are analytically curious, have an aptitude to challenge, and an unwavering commitment to excellence.
The Enterprise Risk Management team within the Risk Division is responsible for ensuring that the firm's risks are managed systemically, such that the firm has a regular, comprehensive view of its risk profile as well as of key trends and emerging risks that could potentially affect the firm's overall risk profile.
The team ensures that Risk & Divisional leadership is consistently informed on the holistic risk profile, inclusive of financial and non-financial risks, in a way that facilitates strategic planning and risk decision making. ERM interfaces with a wide array of businesses and risk management groups across the Firm. The cross-disciplinary nature of the projects that the ERM team engages in makes for a rewarding and multifaceted work environment
Key Responsibilities:
* Engage with stakeholders in the business to identify risks to the firm across all financial and non-financial risk types
* Collaborate with Risk stakeholders to review and challenge risks and the firm's risk appetite statement
* Establish linkages between Enterprise Risk Management Framework processes, including risk appetite, strategic planning, capital planning and risk identification processes
* Engage with businesses and risk teams as part of Firmwide Business Planning Process and ensure businesses' growth plans are aligned with the Firm's strategic plan and limits approved by the Risk Division
* Enable granular data driven risk analysis, and provide quantitative analysis to leadership for consideration
* Deliver high-quality risk analysis to senior internal stakeholders (including the CRO and the Board Risk Committee) and external stakeholders, clearly communicating prioritized risks to the firm and the management of those risks
* Collaborate with the executive office, business units and risk functions to drive strategic risk initiatives, including framework and metric development and the execution of the annual risk and control assessment of the firm's strategic plan
* Execute and enhance regulatory and internal stress testing as well as related capital planning, risk appetite and limit analysis
Experience/skills required:
* 7-12 years in a risk discipline within the Financial Services / Banking industry
* Prior experience in Enterprise Risk, including risk identification, risk appetite, limits calibration, strategic risk, and stress testing roles
* Proven experience in driving own book of work and delivering against firmwide and cross-risk initiatives
* Good understanding of financial and non-financial risk disciplines; experience in credit, market or liquidity risk preferred
* High proficiency in Excel and PowerPoint required. Programming experience (e.g. Python, SQL etc.) in workflow automation, data management, and/or data visualization (Tableau, Qlikview) is preferred
* Excellent verbal, written, and interpersonal communication skills
* High level of attention to detail, project management, and prioritization skills key in balancing daily deadlines with timely implementation of strategic projects
Auto-ApplyAWM, Marcus by Goldman Sachs, Product Management, Customer Communications & Regulatory Compliance, Associate, Richardson, TX
Goldman Sachs job in Richardson, TX
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 direct-to-consumer business provides digital solutions that help customers save and invest. 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.
Marcus by Goldman Sachs is the firm's direct-to-consumer business. Marcus combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.
Are you a consumer-oriented product leader looking to apply your analytical and creative skills to deliver breakthrough financial products and frictionless customer experiences? Goldman Sachs is looking for a Product Manager to focus on Customer Communication & Regulatory Compliance within the Assets & Wealth Management Division. The ideal candidate is extremely resourceful with prior experience managing/launching successful products, leading agile teams, driving decision-making across cross functional groups and working with vendors.
As a Product Manager you will engage with key stakeholders across business, product, engineering, and brand teams to develop, prioritize and own a part of the product roadmap for Goldman Sachs. You will drive the agile development process to deliver new features and functionality, identifying and measuring key metrics to ensure a best-in-class customer experience across our web and mobile properties.
This is an opportunity to make an impact in the industry - delivering value to the customer through delightful UX and thoughtfully curated features. In this role, you will join a team committed to superior customer experience, operating at a fast pace to enhance the US Deposits product line.
HOW YOU WILL FULFILL YOUR POTENTIAL
Lead cross functional teams to define and design differentiated products and experiences across the customer cycle.
Define feature development, build consensus among stakeholders and partner with engineers and designers to deliver high quality experiences
Analyze quantitative and qualitative customer feedback to inform product strategy and pipeline development
Research industry trends and features, and understand the regulatory landscape in financial services, to develop and pitch recommendations for the product roadmap
Define new features to be built, write user stories and acceptance criteria and groom stories with developers and designers
Collaborate with other product managers and designers to ensure cohesiveness of the overall customer experience
Act as the liaison with external development vendors, translating product requirements into actionable tasks, managing their workflow, and ensuring timely and high-quality delivery of features.
Interface with our customers to build delightful experiences
Own and drive a product roadmap to meet business goals, achieve key performance indicators and provide a world-class customer experience
BASIC QUALIFICATIONS
Minimum of 3 years of product management experience in a fast-paced, agile product development environment
Experience leading cross functional teams and managing/launching successful products
Experienced in translating application program interface (API) spec documents into technical feature requirements
Proven analytical skills and problem solving ability paired with meticulous attention to detail
Self-motivated and proactive team player who takes ownership of and accountability for projects
Strong organizational skills with an ability to effectively manage competing priorities
Strong relationship-building skills
Ability to communicate complex issues to a wide array of internal stakeholders
Desire to work in a fast-paced environment, consistently adhering to strict deadlines and evolving priorities
Proficient in Excel, PowerPoint, JIRA, Confluence and AEM (or similar tools)
Bachelors/Undergraduate Degree
PREFERRED QUALIFICATIONS
Experience owning a product roadmap
Experience with customer-facing communications
Strong understanding of the regulatory landscape within financial services, including key compliance requirements and their implications for product development and vendor management.
Familiarity with banking operations, financial products (e.g., payments, lending, deposits), and the technology stacks commonly used in the financial industry. Ability to translate complex banking requirements into clear product specifications.
Prior experience working with or managing external vendors, agencies, or development partners, including contract negotiation and performance monitoring.
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. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Auto-ApplyGBM Private, Classic- GIS Analyst (A&D) - Investment Banking, Houston
Goldman Sachs job in Houston, TX
The Natural Resources Group is a global team with bankers around the world. The group has a significant presence with offices in New York, Houston, Toronto, Calgary, London, Hong Kong and Buenos Aires, among others. The group covers Metals & Mining, Chemicals, Power & Utilities, and Energy (including Alternative/Renewable Energy, Upstream, Midstream, Downstream, & Oilfield Services).
Position Summary
The GIS (Geographic Information System) Analyst will be a key member of Goldman Sachs A&D (Acquisitions & Divestitures) team and work closely with the firm's technical and corporate finance professionals. The GIS Analyst will gain exposure to the firm's businesses and expanded knowledge of the investment banking industry, as they develop key skills. The position requires strong technical skills, proficiency in the deployment of GIS mapping tools, and understanding of the major US Lower 48 basins to provide services for a variety of clients within the energy sector.
Key roles and responsibilities include but not limited to:
* Perform GIS technical support on multiple projects related to upstream, midstream, OFS mergers, acquisitions, divestments, and capital market transactions
* Create presentation quality maps
* Work comfortably with various GIS software programs (ESRI Applications (ArcGIS Pro, ArcMap), Spotfire, Microsoft Office, Enverus (PRISM, Placed Well Analytics), IHS Petra, etc.)
* Work with various engineers and geologists on the technical team to answer spatial queries and generate GIS products in presentation materials for marketing documents, pitches, data room presentations and execution of mandates
* Developing mapping applications and tools to be used to evaluate technical data for upstream and midstream assets across various basins in North America (e.g. Permian, Eagle Ford, Bakken, SCOOP/STACK, Haynesville, Appalachia, Montney, Duvernay, etc.)
* Analyzing spatial data through use of mapping software
* Implementing methods to improve and automate existing workflows
Desired Qualifications
* Bachelor's degree in GIS, Geology, Geography or related field of study
* 3+ years of relevant industry experience (investment banking experience a plus)
* Working knowledge of the Oil and Gas industry, specifically the upstream and midstream space
* Strong organizational and time management skills and ability to set priorities
* Strong communication and interpersonal skills
* Scripting using Python/Visual Basic is a plus
* Software Skills: ESRI Applications (ArcGIS Pro, ArcMap), Spotfire, Microsoft Office, Enverus (PRISM, Placed Well Analytics), IHS Petra
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. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Auto-ApplyMerchant Services Business Development
Plano, TX job
Join our team and play a key role in expanding our merchant services business at JP Morgan. If you are passionate about helping entities succeed and thrive in a fast-paced environment, we would love to hear from you.
As a Business Development Manager in Merchant Services, you will be responsible for driving growth and expansion of our merchant services offerings by identifying new business opportunities, building strong relationships, and delivering tailored solutions that meet their unique merchant service needs.
Key Responsibilities:
Identify and Develop Opportunities
Working closely with the Commercial Banking coverage team, you will proactively identify and pursue new business opportunities within a defined territory
Develop and maintain a robust pipeline of prospective clients
Develop and implement effective sales strategies tailored to each sector to achieve assigned revenue targets. Collaborate with cross-functional teams to ensure seamless delivery of services and solutions.
Develop and maintain strong collaborative relationships with Treasury Services (TS) and banking partners to enhance the delivery of comprehensive merchant services solutions; leverage these partnerships to identify joint business opportunities, streamline service offerings, and ensure a cohesive approach to meeting client needs
Stay informed about industry trends, regulatory changes, and emerging technologies in payment processing for the government sector; use this knowledge to build business development strategies and identify areas for growth
Prepare and present compelling proposals, RFP's and presentations to clients.
Clearly articulate the value proposition of our merchant services solutions
Work closely with internal teams, including product development, marketing, and customer support, to ensure client satisfaction and successful implementation of services
Track and report on key performance indicators (KPIs) related to business development activities in the government sector
Use data-driven insights to refine strategies and improve outcomes
Required Qualifications and Skills:
Bachelor's degree in Business, Finance, Public Administration, or equivalent work-related experience
Proven track record of success in business development and exceeding sales goals
Strong understanding of payment processing solutions and merchant services products
Excellent communication, negotiation, and presentation skills
Ability to build and maintain strong relationships and partnerships with internal and external partners
Strategic thinker with the ability to identify and capitalize on market opportunities
Self-motivated and results-oriented, with a strong drive to achieve and exceed assigned revenue targets
Auto-ApplyCorporate Planning & Management, Risk Governance, Vice President, Dallas
Goldman Sachs job in Dallas, TX
Corporate Planning & Management (CPM)
Corporate Insurance & Advisory - Global Insurance Claims Manager
Vice President | Dallas, Texas
The Corporate Insurance & Advisory (Corporate Insurance) at Goldman Sachs is responsible for managing property, casualty, and management liability insurance needs of the Firm and its various investing businesses. Primary responsibilities include mapping operational risk to insurance solutions, administration of insurance programs, insurance diligence, advisory and claims management.
We are seeking an experienced global insurance risk manager to lead and manage our company's global claims program, The successful candidate will be responsible for overseeing all aspects of the claims process, from initial reporting to final resolution, across multiple jurisdictions and lines of business. This role requires a deep understanding of global insurance markets, strong negotiation skills, and a proven ability to develop and implement effective claims strategies that minimize financial exposure and protect the company's assets.
Key Responsibilities
Claims Management
Oversee the end-to-end claims process for all global insurance policies, including but not limited to, property, casualty, professional liability, and specialty lines.
Manage and direct the work of a team of claims professionals, both in-house and third-party administrators (TPAs).
Ensure all claims are handled in a timely, efficient, and cost-effective manner, in accordance with policy terms and conditions and regulatory requirements.
Develop and maintain strong relationships with insurers, brokers, legal counsel, and other external partners.
Strategy and Risk Mitigation:
Develop and implement a comprehensive global claims strategy that aligns with the company's overall risk management objectives.
Analyze claims data to identify trends, root causes, and areas for improvement.
Provide strategic advice and guidance to leadership on claims-related matters, including potential liabilities and risk mitigation strategies.
Collaborate with the legal and risk management teams to develop and refine internal policies and procedures related to claims handling and litigation.
Reporting and Analysis:
Prepare and present reporting to senior management on the status of global claims, including key metrics, financial exposure, and future projections.
Conduct in-depth analysis of claims data to support decision-making and identify opportunities for cost savings.
Manage claims reserves and ensure they are adequate and accurately reflect the company's potential liabilities.
Training and Development:
Provide training and support to internal stakeholders on claims-related matters, including claims reporting procedures and best practices.
Mentor and develop team members to enhance their skills and professional growth.
Qualifications:
Bachelor's degree in a related field (e.g., Business, Finance, Insurance). A Master's degree or professional designation (e.g., CPCU, AIC, ARM) is a plus.
Minimum of 15+ years of experience in claims management, with at least 5+ years in global or multinational programs.
Proven track record of successfully managing complex claims across multiple jurisdictions and lines of business.
Deep knowledge of insurance markets, policy forms, and legal frameworks.
Excellent negotiation, communication, and interpersonal skills.
Strong analytical and problem-solving abilities.
Ability to work effectively in a fast-paced, dynamic environment.
Experience with claims management software and systems.
Experience in real estate, commodities and/or financial institutions a plus
Auto-ApplyInternal Audit-Dallas-Associate-Controllers & Tax
Goldman Sachs job in Dallas, TX
Internal Audit, Controllers & Tax, Associate The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative workspaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office
INTERNAL AUDIT
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
* Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
* Raise awareness of control risk
* Assesses the firm's control culture and conduct risks
* Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
* Develop and maintain a good understanding of business areas, its products, and supporting functions
* Plan and execute audit testing to ensure audit fieldwork is focused on the right areas and documentation meets high quality standards
* Identify risks, assess mitigating controls, and make recommendations on improving the control environment
* Prepare commercially effective audit conclusions and findings, and present to IA senior management and business clients
* Follow-up on open audit issues and their resolution
SKILLS AND RELEVANT EXPERIENCE
* Strong interpersonal, and relationship management skills
* Strong verbal and written communication skills
* Good technical knowledge of relevant product areas
* Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
* 3+ years of experience in a public accounting or internal audit role within the financial services industry or a related control function
* 4-year degree in a finance, accounting
* Relevant certification or industry accreditation (e.g., CPA, CFA, CIA) is a plus
* Good understanding of financial concepts and/or operations related to controllers and tax functions. Knowledge in any of the following areas are preferred:
* Basel regulatory requirements, CCAR regulatory requirements, SEC US GAAP accounting
* Recovery and Resolution regulatory requirements
* Controls surrounding regulatory reporting, legal entity reporting, financial reporting and/or tax reporting
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. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Auto-ApplyGlobal Banking & Markets Operations - Letters of Credit - Analyst , Dallas
Goldman Sachs job in Dallas, TX
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are 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 individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
OUR IMPACT
Investment Banking Operations is a dynamic, multi-faceted business that partners with all parts of the firm to facilitate banking & financing capabilities to clients around the world. In addition, IB Operations provide essential risk management and control to preserve and enhance the firm's assets and its reputation. IB Agency is responsible for ensuring efficient and accurate transaction processing across a broad range of products. Generally, the products supported are complex instruments that require close alignment with the business. IB Agency is at the forefront of shaping and driving change in the industry with the ultimate aim of delivering greater accuracy, control and efficiency for our clients and our business. The Letters of Credit servicing team within Investment Banking Agency is responsible for the trade finance functions as Standby Letter of Credit Issuer.
YOUR IMPACT
The Letters of Credit (“LC”) servicing team is seeking a standby letters of credit professional who can effectively collaborate with multiple business desks, internal and external legal counsels, as well as applicants and beneficiaries to manage all stages of the transaction, and to mitigate risks associated with the letter of credit product offering. This position requires the ability to handle complex inquiries regarding standby letters of credit from our external clients and internal business partners. Additionally, the individual we are seeking will assist in strategic projects to enhance the product and platform.
HOW YOU WILL FULFILL YOUR POTENTIAL
Review Credit Agreements and other deal documents to assist with the structuring of our obligation as issuing bank
Prepare Letter of Credit drafts before they are shared with clients - this is for new issuance as well as for amendments.
Prepare counter-Standby Letter of Credit drafts before they are shared with correspondent Banks.
Respond to communications with Correspondent Banks.
Manage communications with the different desks during the process of reviewing Letters of Credit.
Review Reg W and Reg O Checks , OFAC checks are performed by Processor prior to LC Issuance
Suggest process improvements and work with other teams to bring in efficiency to day to day process
SKILLS & EXPERIENCE WE'RE LOOKING FOR
BASIC QUALIFICATIONS
Bachelor's degree with 1-2 years of experience in loan operations preferred
Ability to work in a fast paced environment with competing priorities
Excellent communication and client service skills
Strong organizational and analytical skills with a keen attention to detail
Proficiency using the Microsoft Office Suite in particular Excel and PowerPoint
PREFERRED QUALIFICATIONS
Experience in loan servicing or operations
Knowledge of ISP98/UCP 600
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative work spaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.
Auto-ApplyLegal , Administrative Assistant, Dallas
Goldman Sachs job in Dallas, TX
Legal is seeking a highly motivated Administrative Assistant. This role is to support teams consisting of Managing Directors, VPs, and Associates. Previous experience in supporting senior executives and managing complex calendars is a must as well as the ability to work well under pressure in a busy and dynamic environment
JOB SUMMARY & RESPONSIBILITIES
General administrative support (covering phones, maintaining files, distributing mail, scheduling meetings, coordinating travel arrangements, etc.)
Provides administrative support in a complex team environment to a group of VPs and Managing Directors
Coordinate senior-level internal/external meetings and conference calls for the team
Maintain detailed calendars and related logistics for the team
Handle a high volume of phone calls and interact with senior level business leaders in a professional and effective manner
Prepare and process travel and expense reports in a timely manner
Create slide decks and various reports related to the operation of our Legal teams in Dallas and Richardson
Perform other tasks, including but not limited to, preparing correspondence and other communications, file organization, archiving
Handle several legal-specific administrative duties, including but not limited to, legal engagements, legal matter creation, and outside counsel invoices
Assist attorneys with the creation of recurring legal documents and contracts
Assist our COO team members as it pertains to various divisional programs and initiatives, such as our summer intern program, our committees and our social networking events
Maintain understanding of firm policies and learn how to use key tools and applications (e.g., expense, document management and vendor management systems)
Arranging internal and client meetings - booking of conference rooms, registering guests, ensuring materials organized
Create documents (i.e., PowerPoint presentations, Excel spreadsheets, etc.)
Acting as the main point of contact for administrative queries for the department
Assist with catering requests as needed to support internal and external meetings for the department
NECESSARY QUALIFICATIONS:
Minimum 2+ years' experience as an Administrative Assistant in a law firm, accounting firm, consulting firm, banking or corporate environment
Excellent interpersonal and communication skills
Organized, efficient, detail-oriented, and highly motivated
Ability to solve problems quickly and efficiently
Knowledge of general business, corporate and government cultures
Ability to handle highly sensitive, confidential and non-routine information
Comfortable working with people at all organizational levels
Maintains a positive attitude and has the ability to prioritize and remain flexible as priorities change
Must have excellent judgment; be an independent thinker and resourceful
Team player with a positive attitude
Highest degree of integrity, professionalism, diplomacy and discretion required
Strong proficiency in MS Word, Excel, PowerPoint and Outlook
SKILLS / EXPERIENCE:
Previous experience in a relevant role, i.e. as an assistant supporting at senior management/managing director level, preferably within the financial services or legal industry
Extensive working knowledge of Microsoft Office including Outlook and PowerPoint and Excel skills
Team player with a positive attitude
Ability to communicate clearly, concisely and confidently
Strong attention to detail
Strong organizational skills
Proactivity - ability to take initiative, follow up where necessary without prompting and seek clarification when needed
Discretion - ability to handle sensitive matters confidentially at all times
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. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
© The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Auto-Apply