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Nu Advisory Partners

Asset & Wealth Management, Public, Client Solutions Group- Management & Strategy, Associate, Salt Lake City

Goldman Sachs

Goldman Sachs

Accounting & Finance, Customer Service
Salt Lake City, UT, USA
Posted on Thursday, June 6, 2024

Job Description

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

The role is part of the Client Solutions Group management and finance team. The team works closely with senior management and is responsible for supporting the Client Solutions Group in financial modeling, managing strategic initiatives, business and financial reporting, and data governance that spans both public and private businesses.


We are seeking a highly-motivated, detail-oriented associate to join our global team. In this role, you will partner with various groups both within and adjacent to the Global Client Solutions Group to provide analytical and strategic support for senior leadership, sales teams, as well as focusing on advancing our data infrastructure.

The team oversees our progress toward our financial goals; works directly with leadership to execute on our operating initiatives and projects growth plans for the business. In addition to working with leadership in the Client Solutions Group, the team partners closely with AWM Leadership, Investing, Operations and Engineering, Finance & Strategy, and the Executive Office.


  • Manage key financial processes across the global business (e.g., annual sales budgeting process, P&L management, sales and fundraising projections, etc.)
  • Produce weekly business summaries, KPI progress updates and complete ad-hoc requests from senior management, etc.
  • Work closely with senior management to assess the state, and develop the narrative, of the business and provide analytical support for strategic initiatives
  • Coordinate across regions on global initiatives related to business strategy, client engagement, technology and reporting
  • Take project management lead while partnering with cross-functional stakeholders to identify and execute on opportunities to drive efficiency and scale
  • Develop and maintain business / market analytics and sales metrics for divisional and business managers with a clear focus on accuracy and consistency of data
  • Manage client coverage and conflict requests and liaise with Executive Office on cross-divisional requests


  • 3-5 years of relevant experience in a Finance, Accounting or Data Analytics role
  • Bachelor's degree
  • Strong problem solving skills and abilities, able to craft unique solutions with limited guidance; proactive in assessing dynamic situations
  • Expert skills in Excel (vlookups, pivot tables, simple macros, etc.), PowerPoint (graphs/charts)
  • Working knowledge of analytics applications (i.e. Alteryx, Tableau, Qlik) and database tools (e.g. Elastic, MS SQL Server, Legend) a plus
  • Self-motivated and driven, someone looking for a steep growth curve
  • Fast learner and effective communicator of new / complex information
  • Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards
  • Team player with strong interpersonal skills: ability to build the trust and confidence of colleagues, strengthen relationships through ongoing dialogue and interactions, and collaborate well with others internally
  • Project management skills; highly organized; attention to detail and excellent follow-through; able to define, structure and prioritize work, but with the flexibility to change priorities when circumstances dictate
  • Confidence to challenge and be innovative; focus on identifying areas of improving efficiency through automation and scalability