Operations Associate jobs at Goldman Sachs - 30 jobs

Global Banking & Markets Operations, Order and Trade Regulatory Operations, Associate - New York
Goldman Sachs 4.8
Operations associate job at Goldman Sachs
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. YOUR IMPACT Are you looking to join a fast paced team that sits at the nexus between the business and a global department responsible for the creation and submission of non-financial regulatory reporting to regulators? Our team within Order and Trade Regulatory Operations is seeking a professional who is looking to collaborate with business stakeholders, engineering, Regulators and non-financial regulatory reporting teams for the implementation of upcoming compliance items and day to day oversight of regulatory reporting requirements. OUR IMPACT Operations is a dynamic, multi-faceted area that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. Operations has a role in every service Goldman Sachs provides and offers its employees the opportunity to impact the organization in a myriad of ways. The Regulatory Operations New York team's mission is to support Regulatory Operations in the production and monitoring of various order and trade reports to ensure the firm meets its regulatory reporting obligations while maintaining accuracy, completeness and timeliness. The Team consists of talented and highly motivated individuals who are extensively involved in the preparation of the mandated reports, as well as the implementation of effective control processes, efficiency initiatives, cross regional coverage and new initiative implementation. HOW YOU WILL FULFILL YOUR POTENTIAL • Perform effective risk management in reporting time sensitive regulatory reporting accurately, completely and timely • Develop expert knowledge pertaining to securities regulatory requirements, processes and systems for a number of order and trade based Regulatory reports • Perform daily analysis on data and pursue problem resolution while improving processes • Provide oversight of the impact assessments done on these reports for new markets, new products, business reorganizations, system changes and new/changed regulations • Investigate, remediate and provide supervisory guidance on issues with these reports and develop control improvements • Improve current processes, procedures and reports including automation of manual processes • Contribute to strategic initiatives from idea creation to implementation, working with various Engineering and team stakeholders • Define and provide supervisory oversight for comprehensive project documentation in support of strategic initiatives and change management including: business/functional requirement documents, process flow diagrams and comprehensive data analysis • Work with Legal, Compliance, Engineering, other Operations groups and various Business units on change programs and issue resolution • Act as a risk manager for the firm through ongoing assessment and awareness of the regulatory environment and the firm's adherence to its reporting obligations • Be flexible to contribute to other activities within the group where necessary, e.g. daily report production SKILLS & EXPERIENCE WE'RE LOOKING FOR We are looking for a driven individual who can work on a broad set of regulatory obligations around order and trade reporting. They are expected to be able to learn how to efficiently support the team's daily time sensitive functions for order and trade non-financial regulatory reporting across multiple jurisdictions. Basic Qualifications • Bachelor's degree required • Analytical thinker with the ability to generate innovative ideas and translate strategy to execution • Problem solving and documentation skills with an ability to understand complex workflows • Preferred experience with securities trading flows, regulatory obligations and project/JIRA management • Candidate must be proactive, enthusiastic and team oriented • Accuracy, analytical ability and attention to detail • Effective time management and risk awareness • Ability to think strategically and contribute to department and division wide initiatives • Strong written and verbal communication skills • Proven ability to organize and prioritize workload and drive results • Ability to learn quickly and adapt to new changes and new challenges • Preferred work with Regulators SEC, NYSE, FINRA for example and on CAT, TRACE, MSRB compliance Experience: Preferred candidate will have at least 3-5 years of business experience in financial services. The candidate's professional experience may have included past responsibility for audit/analysis, compliance, business support, daily processing, project management, risk management, and implementation of strategic operational plans. This person will ideally have successfully worked with financial products/functions with experience including data analysis, Regulatory Reporting, trading flows and compliance. 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: ********************************************************************* 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. Salary Range The expected base salary for this New York, New York, United States-based position is $80000-$135000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
$80k-135k yearly Auto-Apply 60d+ ago

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Global Banking & Markets Operations, Order and Trade Regulatory Operations, Associate - New York
Goldman Sachs 4.8
Operations associate job at Goldman Sachs
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. YOUR IMPACT Are you looking to join a fast paced team that sits at the nexus between the business and a global department responsible for the creation and submission of non-financial regulatory reporting to regulators? Our team within Order and Trade Regulatory Operations is seeking a professional who is looking to collaborate with business stakeholders, engineering, Regulators and non-financial regulatory reporting teams for the implementation of upcoming compliance items and day to day oversight of regulatory reporting requirements. OUR IMPACT Operations is a dynamic, multi-faceted area that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. Operations has a role in every service Goldman Sachs provides and offers its employees the opportunity to impact the organization in a myriad of ways. The Regulatory Operations New York team's mission is to support Regulatory Operations in the production and monitoring of various order and trade reports to ensure the firm meets its regulatory reporting obligations while maintaining accuracy, completeness and timeliness. The Team consists of talented and highly motivated individuals who are extensively involved in the preparation of the mandated reports, as well as the implementation of effective control processes, efficiency initiatives, cross regional coverage and new initiative implementation. HOW YOU WILL FULFILL YOUR POTENTIAL * Perform effective risk management in reporting time sensitive regulatory reporting accurately, completely and timely * Develop expert knowledge pertaining to securities regulatory requirements, processes and systems for a number of order and trade based Regulatory reports * Perform daily analysis on data and pursue problem resolution while improving processes * Provide oversight of the impact assessments done on these reports for new markets, new products, business reorganizations, system changes and new/changed regulations * Investigate, remediate and provide supervisory guidance on issues with these reports and develop control improvements * Improve current processes, procedures and reports including automation of manual processes * Contribute to strategic initiatives from idea creation to implementation, working with various Engineering and team stakeholders * Define and provide supervisory oversight for comprehensive project documentation in support of strategic initiatives and change management including: business/functional requirement documents, process flow diagrams and comprehensive data analysis * Work with Legal, Compliance, Engineering, other Operations groups and various Business units on change programs and issue resolution * Act as a risk manager for the firm through ongoing assessment and awareness of the regulatory environment and the firm's adherence to its reporting obligations * Be flexible to contribute to other activities within the group where necessary, e.g. daily report production SKILLS & EXPERIENCE WE'RE LOOKING FOR We are looking for a driven individual who can work on a broad set of regulatory obligations around order and trade reporting. They are expected to be able to learn how to efficiently support the team's daily time sensitive functions for order and trade non-financial regulatory reporting across multiple jurisdictions. Basic Qualifications * Bachelor's degree required * Analytical thinker with the ability to generate innovative ideas and translate strategy to execution * Problem solving and documentation skills with an ability to understand complex workflows * Preferred experience with securities trading flows, regulatory obligations and project/JIRA management * Candidate must be proactive, enthusiastic and team oriented * Accuracy, analytical ability and attention to detail * Effective time management and risk awareness * Ability to think strategically and contribute to department and division wide initiatives * Strong written and verbal communication skills * Proven ability to organize and prioritize workload and drive results * Ability to learn quickly and adapt to new changes and new challenges * Preferred work with Regulators SEC, NYSE, FINRA for example and on CAT, TRACE, MSRB compliance Experience: Preferred candidate will have at least 3-5 years of business experience in financial services. The candidate's professional experience may have included past responsibility for audit/analysis, compliance, business support, daily processing, project management, risk management, and implementation of strategic operational plans. This person will ideally have successfully worked with financial products/functions with experience including data analysis, Regulatory Reporting, trading flows and compliance. 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: ********************************************************************* 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. Salary Range The expected base salary for this New York, New York, United States-based position is $80000-$135000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
$80k-135k yearly Auto-Apply 38d ago
BlackRock Active Investment Stewardship Operations - Associate
Blackrock, Inc. 4.4
New York, NY jobs
About this role BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investment business and manages BlackRock's (BLK) stewardship engagement and voting on behalf of clients invested in active strategies globally. The team sits within BLK's Portfolio Management Group (PMG). BAIS activities are informed by our Global Engagement and Voting Guidelines and insights from active investment analysts and portfolio managers, excluding index equity, with whom we work closely in engaging companies. Position Overview The BAIS Operations Associate will be responsible for promoting sound corporate governance as an informed, engaged shareholder on behalf of clients invested in active strategies. They will be responsible for supporting the BAIS proxy voting platform by onboarding new accounts for voting, implementing control processes, and generating reports. As part of a new team at BlackRock, the role will have opportunities to develop and contribute toward strategic projects aimed at enhancing BAIS operational processes and procedures to ensure BAIS delivers best-in-class stewardship for BLK clients. The BAIS Operations Associate will report to the Head of BAIS Operations. Key Responsibilities * Support the implementation of operational processes and procedures of the BAIS proxy voting platform. * Develop expertise of the proxy voting infrastructure and troubleshoot where necessary with third-party vendors, custodians, and/or other stakeholders. * Develop expertise in the interaction of the third-party proxy voting platform and BlackRock internal systems. * Partner with BAIS voting analysts, portfolio managers, and other internal stakeholders across the active platform and across the shared platform such as Securities Lending and Client Reporting to support the BAIS proxy voting platform. * Partner with portfolio onboarding to ensure proper set-up of new portfolios for proxy voting. * Support and enhance client reporting of BAIS proxy voting activity. * Maintain and enhance the BAIS operational environment to ensure regulatory and client obligations are met. * Implement standardized control and reconciliation processes. * Support ad hoc requests within the scope of BAIS operations as needed for clients or other internal stakeholders. Key Qualifications * An undergraduate degree in finance, economics, accounting, or other relevant field. * A minimum two to four years of experience, preferably in an operational role. * A keen interest in corporate governance and proxy voting. * Collaborative with strong interpersonal skills to build and maintain relationships internally and with external parties. * Strong verbal and written communication skills. * Strong work ethic with the ability to prioritize, analyze, and resolve complex issues independently while paying consistent attention to detail. * Demonstrated problem-solving and project management skills. * Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint * Experience working with corporate governance data is a plus. * Experience with SQL or Python is a plus. For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$105k-137.5k yearly 26d ago
BlackRock Active Investment Stewardship Operations - Associate
Blackrock 4.4
New York, NY jobs
About this role BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investment business and manages BlackRock's (BLK) stewardship engagement and voting on behalf of clients invested in active strategies globally. The team sits within BLK's Portfolio Management Group (PMG). BAIS activities are informed by our Global Engagement and Voting Guidelines and insights from active investment analysts and portfolio managers, excluding index equity, with whom we work closely in engaging companies. Position Overview The BAIS Operations Associate will be responsible for promoting sound corporate governance as an informed, engaged shareholder on behalf of clients invested in active strategies. They will be responsible for supporting the BAIS proxy voting platform by onboarding new accounts for voting, implementing control processes, and generating reports. As part of a new team at BlackRock, the role will have opportunities to develop and contribute toward strategic projects aimed at enhancing BAIS operational processes and procedures to ensure BAIS delivers best-in-class stewardship for BLK clients. The BAIS Operations Associate will report to the Head of BAIS Operations. Key Responsibilities Support the implementation of operational processes and procedures of the BAIS proxy voting platform. Develop expertise of the proxy voting infrastructure and troubleshoot where necessary with third-party vendors, custodians, and/or other stakeholders. Develop expertise in the interaction of the third-party proxy voting platform and BlackRock internal systems. Partner with BAIS voting analysts, portfolio managers, and other internal stakeholders across the active platform and across the shared platform such as Securities Lending and Client Reporting to support the BAIS proxy voting platform. Partner with portfolio onboarding to ensure proper set-up of new portfolios for proxy voting. Support and enhance client reporting of BAIS proxy voting activity. Maintain and enhance the BAIS operational environment to ensure regulatory and client obligations are met. Implement standardized control and reconciliation processes. Support ad hoc requests within the scope of BAIS operations as needed for clients or other internal stakeholders. Key Qualifications An undergraduate degree in finance, economics, accounting, or other relevant field. A minimum two to four years of experience, preferably in an operational role. A keen interest in corporate governance and proxy voting. Collaborative with strong interpersonal skills to build and maintain relationships internally and with external parties. Strong verbal and written communication skills. Strong work ethic with the ability to prioritize, analyze, and resolve complex issues independently while paying consistent attention to detail. Demonstrated problem-solving and project management skills. Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint Experience working with corporate governance data is a plus. Experience with SQL or Python is a plus. For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$105k-137.5k yearly Auto-Apply 26d ago
BlackRock Active Investment Stewardship Operations - Associate
Blackrock 4.4
New York, NY jobs
**About this role** BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investment business and manages BlackRock's (BLK) stewardship engagement and voting on behalf of clients invested in active strategies globally. The team sits within BLK's Portfolio Management Group (PMG). BAIS activities are informed by our Global Engagement and Voting Guidelines and insights from active investment analysts and portfolio managers, excluding index equity, with whom we work closely in engaging companies. Position Overview The BAIS Operations Associate will be responsible for promoting sound corporate governance as an informed, engaged shareholder on behalf of clients invested in active strategies. They will be responsible for supporting the BAIS proxy voting platform by onboarding new accounts for voting, implementing control processes, and generating reports. As part of a new team at BlackRock, the role will have opportunities to develop and contribute toward strategic projects aimed at enhancing BAIS operational processes and procedures to ensure BAIS delivers best-in-class stewardship for BLK clients. The BAIS Operations Associate will report to the Head of BAIS Operations. Key Responsibilities + Support the implementation of operational processes and procedures of the BAIS proxy voting platform. + Develop expertise of the proxy voting infrastructure and troubleshoot where necessary with third-party vendors, custodians, and/or other stakeholders. + Develop expertise in the interaction of the third-party proxy voting platform and BlackRock internal systems. + Partner with BAIS voting analysts, portfolio managers, and other internal stakeholders across the active platform and across the shared platform such as Securities Lending and Client Reporting to support the BAIS proxy voting platform. + Partner with portfolio onboarding to ensure proper set-up of new portfolios for proxy voting. + Support and enhance client reporting of BAIS proxy voting activity. + Maintain and enhance the BAIS operational environment to ensure regulatory and client obligations are met. + Implement standardized control and reconciliation processes. + Support _ad hoc_ requests within the scope of BAIS operations as needed for clients or other internal stakeholders. Key Qualifications + An undergraduate degree in finance, economics, accounting, or other relevant field. + A minimum two to four years of experience, preferably in an operational role. + A keen interest in corporate governance and proxy voting. + Collaborative with strong interpersonal skills to build and maintain relationships internally and with external parties. + Strong verbal and written communication skills. + Strong work ethic with the ability to prioritize, analyze, and resolve complex issues independently while paying consistent attention to detail. + Demonstrated problem-solving and project management skills. + Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint + Experience working with corporate governance data is a plus. + Experience with SQL or Python is a plus. For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$105k-137.5k yearly 26d ago
BlackRock Active Investment Stewardship Operations - Associate
Blackrock 4.4
Day, NY jobs
About this role BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investment business and manages BlackRock's (BLK) stewardship engagement and voting on behalf of clients invested in active strategies globally. The team sits within BLK's Portfolio Management Group (PMG). BAIS activities are informed by our Global Engagement and Voting Guidelines and insights from active investment analysts and portfolio managers, excluding index equity, with whom we work closely in engaging companies. Position Overview The BAIS Operations Associate will be responsible for promoting sound corporate governance as an informed, engaged shareholder on behalf of clients invested in active strategies. They will be responsible for supporting the BAIS proxy voting platform by onboarding new accounts for voting, implementing control processes, and generating reports. As part of a new team at BlackRock, the role will have opportunities to develop and contribute toward strategic projects aimed at enhancing BAIS operational processes and procedures to ensure BAIS delivers best-in-class stewardship for BLK clients. The BAIS Operations Associate will report to the Head of BAIS Operations. Key Responsibilities Support the implementation of operational processes and procedures of the BAIS proxy voting platform. Develop expertise of the proxy voting infrastructure and troubleshoot where necessary with third-party vendors, custodians, and/or other stakeholders. Develop expertise in the interaction of the third-party proxy voting platform and BlackRock internal systems. Partner with BAIS voting analysts, portfolio managers, and other internal stakeholders across the active platform and across the shared platform such as Securities Lending and Client Reporting to support the BAIS proxy voting platform. Partner with portfolio onboarding to ensure proper set-up of new portfolios for proxy voting. Support and enhance client reporting of BAIS proxy voting activity. Maintain and enhance the BAIS operational environment to ensure regulatory and client obligations are met. Implement standardized control and reconciliation processes. Support ad hoc requests within the scope of BAIS operations as needed for clients or other internal stakeholders. Key Qualifications An undergraduate degree in finance, economics, accounting, or other relevant field. A minimum two to four years of experience, preferably in an operational role. A keen interest in corporate governance and proxy voting. Collaborative with strong interpersonal skills to build and maintain relationships internally and with external parties. Strong verbal and written communication skills. Strong work ethic with the ability to prioritize, analyze, and resolve complex issues independently while paying consistent attention to detail. Demonstrated problem-solving and project management skills. Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint Experience working with corporate governance data is a plus. Experience with SQL or Python is a plus. For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$105k-137.5k yearly Auto-Apply 27d ago
Global Banking & Markets Operations-New York-Associate-Order and Trade Regulatory Operations
Goldman Sachs 4.8
Operations associate job at Goldman Sachs
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. YOUR IMPACT Are you looking to join a fast paced team that sits at the nexus between the business and a global department responsible for the creation and submission of non-financial regulatory reporting to regulators? Our team within Order and Trade Regulatory Operations is seeking a professional who is looking to collaborate with business stakeholders, engineering, Regulators and non-financial regulatory reporting teams for the implementation of upcoming compliance items and day to day oversight of regulatory reporting requirements. OUR IMPACT Operations is a dynamic, multi-faceted area that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. Operations has a role in every service Goldman Sachs provides and offers its employees the opportunity to impact the organization in a myriad of ways. The Regulatory Operations New York team's mission is to support Regulatory Operations in the production and monitoring of various order and trade reports to ensure the firm meets its regulatory reporting obligations while maintaining accuracy, completeness and timeliness. The Team consists of talented and highly motivated individuals who are extensively involved in the preparation of the mandated reports, as well as the implementation of effective control processes, efficiency initiatives, cross regional coverage and new initiative implementation. HOW YOU WILL FULFILL YOUR POTENTIAL • Perform effective risk management in reporting time sensitive regulatory reporting accurately, completely and timely • Develop expert knowledge pertaining to securities regulatory requirements, processes and systems for a number of order and trade based Regulatory reports • Perform daily analysis on data and pursue problem resolution while improving processes • Provide oversight of the impact assessments done on these reports for new markets, new products, business reorganizations, system changes and new/changed regulations • Investigate, remediate and provide supervisory guidance on issues with these reports and develop control improvements • Improve current processes, procedures and reports including automation of manual processes • Contribute to strategic initiatives from idea creation to implementation, working with various Engineering and team stakeholders • Define and provide supervisory oversight for comprehensive project documentation in support of strategic initiatives and change management including: business/functional requirement documents, process flow diagrams and comprehensive data analysis • Work with Legal, Compliance, Engineering, other Operations groups and various Business units on change programs and issue resolution • Act as a risk manager for the firm through ongoing assessment and awareness of the regulatory environment and the firm's adherence to its reporting obligations • Be flexible to contribute to other activities within the group where necessary, e.g. daily report production SKILLS & EXPERIENCE WE'RE LOOKING FOR We are looking for a driven individual who can work on a broad set of regulatory obligations around order and trade reporting. They are expected to be able to learn how to efficiently support the team's daily time sensitive functions for order and trade non-financial regulatory reporting across multiple jurisdictions. Basic Qualifications • Bachelor's degree required • Analytical thinker with the ability to generate innovative ideas and translate strategy to execution • Problem solving and documentation skills with an ability to understand complex workflows • Preferred experience with securities trading flows, regulatory obligations and project/JIRA management • Candidate must be proactive, enthusiastic and team oriented • Accuracy, analytical ability and attention to detail • Effective time management and risk awareness • Ability to think strategically and contribute to department and division wide initiatives • Strong written and verbal communication skills • Proven ability to organize and prioritize workload and drive results • Ability to learn quickly and adapt to new changes and new challenges • Preferred work with Regulators SEC, NYSE, FINRA for example and on CAT, TRACE, MSRB compliance Experience: Preferred candidate will have at least 3-5 years of business experience in financial services. The candidate's professional experience may have included past responsibility for audit/analysis, compliance, business support, daily processing, project management, risk management, and implementation of strategic operational plans. This person will ideally have successfully worked with financial products/functions with experience including data analysis, Regulatory Reporting, trading flows and compliance. 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: ********************************************************************* 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. Salary Range The expected base salary for this New York, New York, United States-based position is $80000-$135000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
$80k-135k yearly Auto-Apply 39d ago
Wealth Management Operations Associate
Morgan Stanley 4.6
New York, NY jobs
Associate, P2, Product Support and Services We're seeking someone to join our team as an Associate in Wealth Management Operations to provide support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments. The Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Alternative Investments Operations, which is responsible for providing Financial Advisor and branch support via Phone and Case Inquiries. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: > Establish and nurture effective relationships to deliver world-class client service by handling inquiries via phone and managing cases from financial advisors and branch employees concerning Alternative Investments products, ensuring all responses are accurate and timely. > Adhere to established procedures by efficiently routing processing requests to the designated teams and escalate inquiries for further research when necessary to ensure comprehensive solutions. > Consistently achieve team and departmental service goals as set forth by management, actively contributing to the organization's ongoing success and client satisfaction. > Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements. What you'll bring to the role: * Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision * Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests * Culture carrier across Operations, embracing the Firm's core values * Bachelors degree preferred * Experience in the customer service space and/or familiarity with the financial industry. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $65,000.00-$103,000.00per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$65k-103k yearly Auto-Apply 4d ago
Fixed Income Operations Associate
Morgan Stanley 4.6
New York, NY jobs
We're seeking someone to join our team as an Associate supporting Morgan Stanley's FID Secured Lending (FSL) business. FSL Operations manage primary origination, syndication, collateral management, and loan servicing across all FSL asset classes and partner with both external clients and internal stakeholders (FSL Business, Asset Management, Financial Controllers, Credit, and Legal) to ensure that operational functions and risk are managed effectively. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Review of relevant credit and closing documentation to build out bilateral and syndicated loan facilities in internal booking systems Daily loan servicing including borrowing/funding requests, settlement/paydown processing for bilateral and syndicated facilities Collateral review and management: load and review of daily custodial reports; coordinate with external document custodian on exceptions. Execution of collateral releases for the shipment of loan documents to investors purchasing loans off the warehouse line. Borrowing base management: monitoring warehouse line expiration dates, advance limits, collateral eligibility, and deficiencies; coordinate with client and Business Unit as needed. Where applicable, coordinate with Credit and Business Unit on temporary exceptions. Daily review of exception/break reports and taking appropriate actions to resolve Preparation and distribution of periodic interest & fees invoices Fielding other ongoing/ad hoc inquiries/requests from clients. Required Loans servicing and closing experience. Be able to review CA and read notices. experience Junior level knowledge of loans processes. What you'll bring to the role: Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests Culture carrier across Operations, embracing the Firm's core values At least 2 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $103,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$65k-103k yearly Auto-Apply 4d ago
Operations Enablement Associate
Morgan Stanley 4.6
Harrison, NY jobs
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley's National Recruiting Team is an integral part of the Wealth Management division, dedicated to attracting top-tier financial advisors to the firm. Job Description Operations Enablement Associate role to support multiple operational pillars within Wealth Management's National Advisor Recruiting team. The primary responsibilities will be to serve as a central coordination point across platform management, internal website maintenance, external partnerships and event coordination. The ideal candidate is a proactive problem solver with strong technology aptitude, leans into learning new systems and the ability to collaborate effectively with internal partners, external vendors and field stakeholders. This is a role that requires attention to detail and the ability to manage multiple priorities in a fast-paced environment. Position Responsibilities Platform Management Serve as primary team liaison with external platform partners and internal CRM application team Manage new user onboarding, access management, training and issue resolution for internal stakeholders Monitor usability metrics and user experience Website & Content Management Maintain the team's internal website and manage content publication Collaborate with Marketing, Communications and Compliance to create, approve and promote the release of new or refreshed content External Partnerships Work in close partnership with Procurement to coordinate contract-related deliverables including contract initiation, onboarding and invoice payments Manage lead submission intake, pipeline tracking and conflict resolution processes Support coordination of webinars and off-site meetings Event Support Provide event planning support for Morgan Stanley Advisor VIP meetings Work with stakeholders to build agenda, coordinate speakers and secure event space to ensure a best-in-class experience for visiting advisors Qualifications Minimum 5 years in operations support role in Wealth Management or related industry Bachelor's degree required Experience updating website content, with basic understanding of HTML or web formatting preferred Working knowledge of CRM systems like Salesforce, with experience building reports and dashboards preferred Experience coordinating events or supporting multi-phased projects Experience working with vendor management systems like SAP or ARIBA Proficiency using Microsoft 365 applications including PowerPoint, Excel, SharePoint, Forms and Co-Pilot Other Skills Strong organizational, project management and analytical skills Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail Strong written and verbal communication skills with the ability to simplify complex information, draft clear process documentation and additional support materials Demonstrated ability in learning new technology and problem solving Team orientated with ability to build strong relationships across internal teams and external partners WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$58k-115k yearly Auto-Apply 36d ago
Global Loans Operations Associate
Morgan Stanley 4.6
Great Neck Plaza, NY jobs
We're seeking someone to join our team as an Associate in Fixed Income Operations to support the Global Loans Secondary Trade Closing team in coordinating with trade counterparties and clients to receive and review loan trade documentation while managing a trading portfolio of secondary loan trades. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process Train others, allocate tasks and support with first line escalation where required Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm Assist the closing team in managing the trade closing process through communication with custodians, admin agents , counterparties, and fund administrators while maintaining minimal operational risk. Operate and understand proprietary trading systems as well as external trading platforms such as ClearPar & Virtus Trade Settlement as it pertains to the loan trading function. Interact with senior members of the Loan Trading desk, Legal, Sales, and Operations groups in order to deliver solutions for Morgan Stanley?s clients. Develop strong working relationships with outside Deal Administrators to ensure accurate and timely execution of trades. Provide management with daily updates on activities, review issues within the assigned portfolio, and dimension solutions to achieve client satisfaction and targeted goals. Actively converse with internal and external legal counsel to generate loan documentation and accelerate the closing process while ensuring Morgan Stanley?s legal risk has been approved by the appropriate personnel prior to execution. What you'll bring to the role: Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team Ability to operate independently with respect to some job responsibilities Culture carrier across Operations, embracing the Firm's core values Understanding of Loan Syndication and Trading Association (LSTA) documentation and guidelines and a thorough understanding of the mechanisms which govern the corporate loan market. At least 4 years' relevant experience would generally be expected to find the skills required for this role Familiarity with Par loan trading market convention Very strong customer service skills with exceptional written and verbal communication skills Strong problem solving, research and analytical skills with the ability and willingness to work in a structured, high paced environment, with daily routine operations Detail-oriented, conscientious and energetic professional with ability to think creatively. Self driven and highly motivated team player Strong knowledge of Microsoft Office with focus on Word and Excel Self-motivated and willing to assume extended responsibility Ability to work in a fast paced environment, both independently and as part of a team Can identify key control points within a process, and then provide assessment of the preventative and detective control LoanIQ and ClearPar system knowledge and trade closing and or trading desk exposure Role is hybrid and will require in office attendance 3 days/week. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $103,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$65k-103k yearly Auto-Apply 60d+ ago
Senior Product Operations Associate
Jpmorgan Chase 4.8
New York, NY jobs
The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. **Job responsibilities** + Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed + Monitor product performance and report on key operational metrics to identify trends and areas for improvement + Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders + Coordinate issue management by opening, tracking, and resolving issue from end-to-end + Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions + Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution + Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) **Required qualifications, capabilities, and skills** + 4+ years of professional experience + Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) + Understanding of basic tech software functionalities (API, logs, JIRA) + Proven track record of managing production and operational issues + Strong organizational skills and effective verbal and written communication skills + Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision + Controls-focused mindset **Preferred qualifications, capabilities, and skills** + 1+ year data analyst experience + Experience with C3 green screens, Admin Tool, and/or ServiceNow + Experience supporting product development + LLM suite knowledge + Knowledge of Chase organization, processes, systems Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $91,200.00 - $140,000.00 / year
$91.2k-140k yearly 57d ago
Senior Product Operations Associate
Jpmorganchase 4.8
New York, NY jobs
The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. Job responsibilities Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed Monitor product performance and report on key operational metrics to identify trends and areas for improvement Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders Coordinate issue management by opening, tracking, and resolving issue from end-to-end Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) Required qualifications, capabilities, and skills 4+ years of professional experience Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) Understanding of basic tech software functionalities (API, logs, JIRA) Proven track record of managing production and operational issues Strong organizational skills and effective verbal and written communication skills Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision Controls-focused mindset Preferred qualifications, capabilities, and skills 1+ year data analyst experience Experience with C3 green screens, Admin Tool, and/or ServiceNow Experience supporting product development LLM suite knowledge Knowledge of Chase organization, processes, systems
$92k-123k yearly est. Auto-Apply 58d ago
Senior Business Operations Associate - Lifestyle
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210698632 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $85,500.00-$123,000.00 The Lifestyles Governance and Business Operations team is responsible for leading efforts to shape operational excellence. We partner with teams across the firm, including other Card and Connected Commerce pillars, functional partners, and stakeholders from legal, risk, controls, and compliance to maintain an effective oversight and controls environment in accordance with the Firms standards. As a Senior Business Operations Associate within the Lifestyle organization, you'll take ownership of centralizing and managing Third Party Oversight (TPO), while also getting involved in a variety of business operations projects. You'll have the opportunity to build a TPO governance framework, oversee relationships with external vendors, keep scorecards and risk assessments up to date, ensure timely payment of invoices, and make sure contract renewals and compliance requirements are handled smoothly. Your work won't stop at vendor management-you'll team up with colleagues in sales, marketing, product, finance, and enablement to strengthen relationship management, help roll out new initiatives like a social media listening program, and find ways to improve how we operate. If you're looking for a role where you can work across different teams, stay organized, and make a meaningful impact, this position offers plenty of variety and the chance to contribute in many areas of the business. Job Responsibilities * Build and implement a Third Party Oversight (TPO) governance framework for the Lifestyle organization * Maintain and monitor relationships with external vendors, ensuring compliance and performance standards are met * Track and update vendor scorecards and risk assessments to proactively identify and address any issues * Support contract renewals and documentation, working with sourcing, legal, and compliance teams * Coordinate with finance for vendor invoicing, budgeting, and payment processes * Assist with onboarding and integration of new vendors, collaborating with product and technology teams * Provide regular updates and reports on vendor performance, risks, and contract status to stakeholders * Support Salesforce enablement initiatives by partnering with sales, marketing, and enablement teams to optimize CRM usage and drive adoption across the Lifestyle organization * Monitor data integrity and ensure accurate information is maintained within Salesforce, supporting compliance and operational reporting needs * Contribute to new initiatives, such as launching a social media listening program, supporting relationship management, and enabling operational improvements across the organization * Participate in process improvement projects to enhance efficiency and effectiveness in business operations Required Qualifications, Capabilities, and Skills * 4+ years' experience in business operations, vendor management, procurement, or contract administration * Strong organizational skills and attention to detail * Ability to manage multiple priorities and work cross-functionally * Analytical skills to assess vendor performance and risk * Excellent communication skills for collaborating with internal teams and external vendors Preferred Qualifications, Capabilities, and Skills * Experience with vendor scorecards, risk assessments, or contract renewals * Familiarity with finance processes (invoicing, budgeting) and compliance requirements * Experience supporting Salesforce enablement, including user training, process optimization, and reporting * Proficiency with project management tools and techniques
$85.5k-123k yearly Auto-Apply 9d ago
Senior Business Operations Associate - Lifestyle
Jpmorgan Chase 4.8
New York, NY jobs
The Lifestyles Governance and Business Operations team is responsible for leading efforts to shape operational excellence. We partner with teams across the firm, including other Card and Connected Commerce pillars, functional partners, and stakeholders from legal, risk, controls, and compliance to maintain an effective oversight and controls environment in accordance with the Firms standards. As a Senior Business Operations Associate within the Lifestyle organization, you'll take ownership of centralizing and managing Third Party Oversight (TPO), while also getting involved in a variety of business operations projects. You'll have the opportunity to build a TPO governance framework, oversee relationships with external vendors, keep scorecards and risk assessments up to date, ensure timely payment of invoices, and make sure contract renewals and compliance requirements are handled smoothly. Your work won't stop at vendor management-you'll team up with colleagues in sales, marketing, product, finance, and enablement to strengthen relationship management, help roll out new initiatives like a social media listening program, and find ways to improve how we operate. If you're looking for a role where you can work across different teams, stay organized, and make a meaningful impact, this position offers plenty of variety and the chance to contribute in many areas of the business. **Job Responsibilities** + Build and implement a Third Party Oversight (TPO) governance framework for the Lifestyle organization + Maintain and monitor relationships with external vendors, ensuring compliance and performance standards are met + Track and update vendor scorecards and risk assessments to proactively identify and address any issues + Support contract renewals and documentation, working with sourcing, legal, and compliance teams + Coordinate with finance for vendor invoicing, budgeting, and payment processes + Assist with onboarding and integration of new vendors, collaborating with product and technology teams + Provide regular updates and reports on vendor performance, risks, and contract status to stakeholders + Support Salesforce enablement initiatives by partnering with sales, marketing, and enablement teams to optimize CRM usage and drive adoption across the Lifestyle organization + Monitor data integrity and ensure accurate information is maintained within Salesforce, supporting compliance and operational reporting needs + Contribute to new initiatives, such as launching a social media listening program, supporting relationship management, and enabling operational improvements across the organization + Participate in process improvement projects to enhance efficiency and effectiveness in business operations **Required Qualifications, Capabilities, and Skills** + 4+ years' experience in business operations, vendor management, procurement, or contract administration + Strong organizational skills and attention to detail + Ability to manage multiple priorities and work cross-functionally + Analytical skills to assess vendor performance and risk + Excellent communication skills for collaborating with internal teams and external vendors **Preferred Qualifications, Capabilities, and Skills** + Experience with vendor scorecards, risk assessments, or contract renewals + Familiarity with finance processes (invoicing, budgeting) and compliance requirements + Experience supporting Salesforce enablement, including user training, process optimization, and reporting + Proficiency with project management tools and techniques Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $85,500.00 - $123,000.00 / year
$85.5k-123k yearly 7d ago
Senior Business Operations Associate - Lifestyle
Jpmorganchase 4.8
New York, NY jobs
The Lifestyles Governance and Business Operations team is responsible for leading efforts to shape operational excellence. We partner with teams across the firm, including other Card and Connected Commerce pillars, functional partners, and stakeholders from legal, risk, controls, and compliance to maintain an effective oversight and controls environment in accordance with the Firms standards. As a Senior Business Operations Associate within the Lifestyle organization, you'll take ownership of centralizing and managing Third Party Oversight (TPO), while also getting involved in a variety of business operations projects. You'll have the opportunity to build a TPO governance framework, oversee relationships with external vendors, keep scorecards and risk assessments up to date, ensure timely payment of invoices, and make sure contract renewals and compliance requirements are handled smoothly. Your work won't stop at vendor management-you'll team up with colleagues in sales, marketing, product, finance, and enablement to strengthen relationship management, help roll out new initiatives like a social media listening program, and find ways to improve how we operate. If you're looking for a role where you can work across different teams, stay organized, and make a meaningful impact, this position offers plenty of variety and the chance to contribute in many areas of the business. Job Responsibilities Build and implement a Third Party Oversight (TPO) governance framework for the Lifestyle organization Maintain and monitor relationships with external vendors, ensuring compliance and performance standards are met Track and update vendor scorecards and risk assessments to proactively identify and address any issues Support contract renewals and documentation, working with sourcing, legal, and compliance teams Coordinate with finance for vendor invoicing, budgeting, and payment processes Assist with onboarding and integration of new vendors, collaborating with product and technology teams Provide regular updates and reports on vendor performance, risks, and contract status to stakeholders Support Salesforce enablement initiatives by partnering with sales, marketing, and enablement teams to optimize CRM usage and drive adoption across the Lifestyle organization Monitor data integrity and ensure accurate information is maintained within Salesforce, supporting compliance and operational reporting needs Contribute to new initiatives, such as launching a social media listening program, supporting relationship management, and enabling operational improvements across the organization Participate in process improvement projects to enhance efficiency and effectiveness in business operations Required Qualifications, Capabilities, and Skills 4+ years' experience in business operations, vendor management, procurement, or contract administration Strong organizational skills and attention to detail Ability to manage multiple priorities and work cross-functionally Analytical skills to assess vendor performance and risk Excellent communication skills for collaborating with internal teams and external vendors Preferred Qualifications, Capabilities, and Skills Experience with vendor scorecards, risk assessments, or contract renewals Familiarity with finance processes (invoicing, budgeting) and compliance requirements Experience supporting Salesforce enablement, including user training, process optimization, and reporting Proficiency with project management tools and techniques
$84k-110k yearly est. Auto-Apply 10d ago
Executive Office, Global Marketing, Design and Product Operations, Associate, New York
Goldman Sachs 4.8
Operations associate job at Goldman Sachs
The Executive Office plays an integral role in setting and advancing Goldman Sachs' corporate strategy, and in preserving the firm's distinctive culture. We are responsible for safeguarding the firm's relationship with alumni, clients, shareholders, policy makers, and the broader public, while ensuring that our own people remain informed about the firm's evolving priorities. We also partner with the businesses to source high-impact opportunities in line with the firm's social and sustainability agendas. About Goldman Sachs Marketing Led by the firm's first Chief Marketing Officer, the marketing function at Goldman Sachs is backed by momentum and a broad imperative to unify the discipline, driving a business-critical function focused on the firm's future growth. As such, Global Marketing is focused on building out a data-and-technology enabled team of growth marketers, delivering value for the brand and the business. The organization consists of Corporate Reputation Marketing and business marketing teams, as well as center of excellence (COE) teams like paid media, research, and design. Together, these functions collaborate to build a unified, scalable, and consistent approach to marketing the brand and its offerings. Our mission is to drive commercial impact for the firm and the businesses we serve. About the Role Global Marketing Design is at the forefront of defining and delivering intuitive, impactful, and cohesive experiences across the firm. Exceptional design is critical in enabling our clients to navigate complex financial landscapes with ease and confidence. The Associate, Design and Product Operations will play a crucial role in operationalizing the Goldman Sachs design vision, ensuring that our design systems and visual standards are consistently applied and continue to evolve to meet the highest standards of quality and innovation. Core Responsibilities Partner with designers, engineers, and project managers to create efficiency and drive strategic alignment across the design system and visual design initiatives Leverage data-driven insights to inform strategic decisions, optimize design processes, and measure the impact of design efforts Manage the governance process across the brand and the enterprise design system, ensuring adherence to firmwide standards and promoting consistency Help shape the future of the enterprise design system by federating its implementation across the firm, fostering adoption and best practices Partner with key stakeholders and design leadership to define and execute strategies for operationalizing design at an enterprise scale Determine and implement an effective measurement strategy to define the impact of the design system, team health, and overall operational efficiency Qualifications 3 plus years of proven experience in managing design operations within a large-scale enterprise organization Demonstrated success in managing enterprise-level design systems and overseeing their successful implementation Understanding of product management, design, and engineering practices, with the ability to bridge these disciplines effectively Exceptional communication skills, with a track record of influencing stakeholders and driving cross-functional alignment Strong analytical capabilities, with experience in developing and utilizing data to inform strategy and measure performance Exceptional creative judgment; in pursuit of creative excellence and exceptional execution regardless of the task at hand Salary Range The expected base salary for this New York, New York, United States-based position is $100000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
$100k-160k yearly Auto-Apply 5d ago
Executive Office, Global Marketing, Design and Product Operations, Associate, New York
Goldman Sachs 4.8
Operations associate job at Goldman Sachs
The Executive Office plays an integral role in setting and advancing Goldman Sachs' corporate strategy, and in preserving the firm's distinctive culture. We are responsible for safeguarding the firm's relationship with alumni, clients, shareholders, policy makers, and the broader public, while ensuring that our own people remain informed about the firm's evolving priorities. We also partner with the businesses to source high-impact opportunities in line with the firm's social and sustainability agendas. About Goldman Sachs Marketing Led by the firm's first Chief Marketing Officer, the marketing function at Goldman Sachs is backed by momentum and a broad imperative to unify the discipline, driving a business-critical function focused on the firm's future growth. As such, Global Marketing is focused on building out a data-and-technology enabled team of growth marketers, delivering value for the brand and the business. The organization consists of Corporate Reputation Marketing and business marketing teams, as well as center of excellence (COE) teams like paid media, research, and design. Together, these functions collaborate to build a unified, scalable, and consistent approach to marketing the brand and its offerings. Our mission is to drive commercial impact for the firm and the businesses we serve. About the Role Global Marketing Design is at the forefront of defining and delivering intuitive, impactful, and cohesive experiences across the firm. Exceptional design is critical in enabling our clients to navigate complex financial landscapes with ease and confidence. The Associate, Design and Product Operations will play a crucial role in operationalizing the Goldman Sachs design vision, ensuring that our design systems and visual standards are consistently applied and continue to evolve to meet the highest standards of quality and innovation. Core Responsibilities Partner with designers, engineers, and project managers to create efficiency and drive strategic alignment across the design system and visual design initiatives Leverage data-driven insights to inform strategic decisions, optimize design processes, and measure the impact of design efforts Manage the governance process across the brand and the enterprise design system, ensuring adherence to firmwide standards and promoting consistency Help shape the future of the enterprise design system by federating its implementation across the firm, fostering adoption and best practices Partner with key stakeholders and design leadership to define and execute strategies for operationalizing design at an enterprise scale Determine and implement an effective measurement strategy to define the impact of the design system, team health, and overall operational efficiency Qualifications 3 plus years of proven experience in managing design operations within a large-scale enterprise organization Demonstrated success in managing enterprise-level design systems and overseeing their successful implementation Understanding of product management, design, and engineering practices, with the ability to bridge these disciplines effectively Exceptional communication skills, with a track record of influencing stakeholders and driving cross-functional alignment Strong analytical capabilities, with experience in developing and utilizing data to inform strategy and measure performance Exceptional creative judgment; in pursuit of creative excellence and exceptional execution regardless of the task at hand Salary Range The expected base salary for this New York, New York, United States-based position is $100000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
$100k-160k yearly Auto-Apply 6d ago
Asset & Wealth Management, Business Development Professional, Associate - New York
Goldman Sachs 4.8
Operations associate job at Goldman Sachs
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. Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team's new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role. HOW YOU WILL FULFILL YOUR POTENTIAL Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients Develop and prepare marketing presentations for prospective clients Analyze investment portfolios for risk and return characteristics Execute portfolio rebalancing and trades Research internal and external investment vehicles for client asset allocation Provide client service and team support Source new prospective clients through cold outreach Serve as team's client relationship management system expert Participate in some of the team's prospective client meetings and follow up, as appropriate Manage new business team meetings and associated action items Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients Liaise with various product groups within Investment Management to respond to client needs SKILLS & EXPERIENCE WE ARE LOOKING FOR Bachelor's degree Related financial services experience of 3+ years Interest in pursuing a career as a Private Wealth Advisor Ability to work in a fast-paced environment and think clearly under pressure Strong interest in the financial markets and good investment sense/commercial instinct Ability to multi-task and work with a variety of partners across the firm Entrepreneurial spirit coupled with a desire to work in a team-oriented environment Excellent verbal and written communication skills Strong interpersonal skills and ability to build and foster a strong network of relationships Creative approach to problem solving Strong project management and organizational skills Series 3, 7, and 63 required at the time of employment or obtained within three months of employment); obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy 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., 2024. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Salary Range The expected base salary for this New York, New York, United States-based position is $85000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
$85k-160k yearly Auto-Apply 11d ago
Asset & Wealth Management, Business Development Professional, Associate - New York
Goldman Sachs 4.8
Operations associate job at Goldman Sachs
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. Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team's new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role. HOW YOU WILL FULFILL YOUR POTENTIAL * Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients * Develop and prepare marketing presentations for prospective clients * Analyze investment portfolios for risk and return characteristics * Execute portfolio rebalancing and trades * Research internal and external investment vehicles for client asset allocation * Provide client service and team support * Source new prospective clients through cold outreach * Serve as team's client relationship management system expert * Participate in some of the team's prospective client meetings and follow up, as appropriate * Manage new business team meetings and associated action items * Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients * Liaise with various product groups within Investment Management to respond to client needs SKILLS & EXPERIENCE WE ARE LOOKING FOR * Bachelor's degree * Related financial services experience of 3+ years * Interest in pursuing a career as a Private Wealth Advisor * Ability to work in a fast-paced environment and think clearly under pressure * Strong interest in the financial markets and good investment sense/commercial instinct * Ability to multi-task and work with a variety of partners across the firm * Entrepreneurial spirit coupled with a desire to work in a team-oriented environment * Excellent verbal and written communication skills * Strong interpersonal skills and ability to build and foster a strong network of relationships * Creative approach to problem solving * Strong project management and organizational skills * Series 3, 7, and 63 required at the time of employment or obtained within three months of employment); obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy 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., 2024. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Salary Range The expected base salary for this New York, New York, United States-based position is $85000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
$85k-160k yearly Auto-Apply 12d ago