GSAM, Strategic Client Service, Alternative Investment Client Reporting Team, Analyst/Associate - Chicago

  • Competitive
  • Chicago, IL, USA
  • Permanent, Full time
  • Goldman Sachs USA
  • 18 Oct 18

GSAM, Strategic Client Service, Alternative Investment Client Reporting Team, Analyst/Associate - Chicago

MORE ABOUT THIS JOB INVESTMENT MANAGEMENT
Goldman Sachs Asset Management (GSAM) is a team of trusted advisors who provide innovative investment solutions to help clients meet their financial goals. Within GSAM, Strategic Client Services (SCS) is a service organization that provides Investor servicing and recordkeeping with a focus on enabling distribution, providing consultative services, and maintaining a high standard of procedural and technical controls.

YOUR IMPACT:
We are seeking a highly self-motivated individual with strong communication skills, attention to detail, and the ability to excel in a fast-paced environment to join our Client Reporting team within SCS. In this capacity, you will help keep Alternative Investment and Mutual Fund product investors informed by developing and monitoring ongoing services related to investor communications. We value self-starters with a solution orientation, but still provide the support and resources to ensure your success.

OUR IMPACT:
GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Client Reporting manages and coordinates the solicitation and fulfilment of Goldman Sachs regulatory materials, ad hoc investor mailings, statements, trade confirms, tax forms and letters. The team liaises with internal teams including Legal, Compliance, Marketing, Fund Services, Fund Controllers, and Technology, in addition to overseeing external Fund Administrator relationships that help support these functions.

Investors include International Private clients, Institutional clients, and clients through a Third Party distribution network. The products supported by SCS are; Direct Hedge Funds, Fund of Fund Hedge Funds, Exchange Funds, Principal Investment Funds, Private Equity Funds, and Real Estate Funds.

RESPONSIBILITIES AND QUALIFICATIONS RESPONSIBILITIES AND QUALIFICATIONS
HOW YOU WILL FULFILL YOUR POTENTIAL:
In this role, your responsibilities include, but are not limited to:

  • Oversee all vendors associated with investor correspondence
  • Develop strategy and recommendations on new media related opportunities and/or cost savings initiatives
  • Oversee and coordinates client correspondence
  • Maintain tracking files of mailing deliveries to ensure compliance with regulations
  • Coordinate year-end tax mailings
  • Participate in compliance/procedure updates, new product calls, prospectus reviews and industry related calls
  • Participate in the centralization and distribution of Alternative Investment mailings
  • Assist in oversight of vendor relationships (e.g. fund administrators, custodians)
  • Oversee and coordinate resolution of product servicing issues and errors
  • Improve internal controls over accounting and operational processes
  • Improve collection, dissemination and maintenance of product data attributes
  • Accurately maintain existing investor data
  • Accurately maintain product data in central repository
  • Monitor various control reports to maintain investor data integrity
  • Implement process improvement/enhancement
  • Lead ad hoc projects
SKILLS AND EXPERIENCE WE ARE LOOKING FOR:
Basic Qualifications:
  • 1+ years financial services experience
  • Bachelor's degree
  • Detail-oriented
  • Ability to work effectively in a fast-paced environment and think clearly under pressure
  • Excellent communication skills
  • Strong organizational skills
  • Team player
  • Strong Microsoft Office skills
  • Strong Communication Skills
  • Good Judgment
  • Ability to multi-task and prioritize team responsibilities accordingly
  • Problem Solver

Preferred Qualifications:
  • Alternative investment experience preferred


ABOUT GOLDMAN SACHS The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.