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Asset & Wealth Management Operations-Shareholder Services-Chicago-Associate-Defined Contribution Operations

Goldman Sachs

Goldman Sachs

Accounting & Finance, Operations
Chicago, IL, USA
Posted on Thursday, June 6, 2024

Job Description

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Our Impact:

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.

This position in Shareholder Services is ideal for the person who seeks to deepen his or her skills in portfolio management and advice delivery, has knowledge of the asset management business, is very detail oriented, intellectually curious, and enjoys a very fast paced/high energy work environment. This role involves front line communication with our institutional partners and is responsible for assisting the portfolio management team in monitoring transactions and implementing advice.

Primary Responsibilities:

  • Participate in the ongoing execution and review of daily Portfolio Rebalancing, Account Reconciliation, Trade Order Management, Trade Execution and Trade Settlement functions.
  • Perform ongoing Portfolio Management Audits and help design new analytical tools and metrics to monitor and ensure fiduciary quality while maintaining efficiency of transactions.
  • Assist with the management of the Security Master, Model Portfolios, and Client Guidelines within the Portfolio Accounting and Trade Order Management Systems.
  • Assist with processing trade corrections, ad-hoc reporting, and other projects as assigned.
  • Assist in the design and creation of specifications for processes, tests, and tools to support and scale the portfolio management and service functions.


  • Proficiency with tools of the trade, including Excel, Portfolio Accounting System(s) (PAS), Customer Relationship Management (CRM) systems, Registered Investment Advisor (RIA) operations and custodial portals such as Pershing NetX360.
  • Understanding of ERISA retirement plan structures and features, as well as portfolio theory and financial instruments.
  • Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment.
  • Strong organizational, leadership, interpersonal and time management skills.
  • Excellent communication, customer service, and strong problem-solving abilities.
  • Series 65 and/or desire to pursue CFA charter or other investment related certifications is a plus.
  • Bachelor’s degree required.

Work Experience:

  • 3-4 years’ experience in the financial services industry.

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: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity