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Asset & Wealth Management Operations-Dallas-Associate-Private Lending Services

Goldman Sachs

Goldman Sachs

Accounting & Finance, Operations
Dallas, TX, 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.


Are you looking to apply your strong customer service skills and strengthen relationships with senior business leaders in an impactful way? The Private Lending Services team is looking for a professional who can collaborate with regional lending managers, private lending underwriters, global client financing, credit, legal and other operations teams to perform critical control functions in a rapidly growing business while delivering an excellent client experience.


Operations is integrated within our businesses and delivers banking, sales and trading, and asset management capabilities to all our clients. We work to protect the accuracy and efficiency at every step of the trade. For example, if a company wants to buy a block of stock, Operations first ensures that the stock and payment are ready to be traded. Next, we make sure that the trade is settled properly and on time. And finally, Operations confirms that each trade is reported accurately to the buyer, the seller, the firm and the regulators. Along the way, Operations looks for anything that could expose our clients or the firm to financial loss, penalty or other risks. Operations does this for every transaction all around the world. Operations also aids in the design of the technology, the information flows and the processes that make it all work. We constantly monitor these systems and reengineer them to keep everything running as efficiently as possible.

Operations professionals are either embedded in the revenue division that they support, or they support multiple businesses and are part of core Operations.

Wealth Management Operations is responsible for front-to-back operational support to the Goldman Sachs Asset Management, Private Wealth Management and Ayco businesses in service, delivery, and processing functions across the trade and client lifecycle.

The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through GS BANK USA and GS International Bank to PWM clients and Private Equity Firms in the Americas, EMEA and Asia. Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding and ongoing maintenance through the life of the loan.


  • Collaborate with cross-divisional partners, including engineering and business personnel on matters related to bank loan origination and servicing
  • Establish and drive transformational strategy to uplift service standards, improve workflows & manage reporting to measure and monitor risk and provide a differentiated service experience
  • Engage and collaborate with the Private Lending leadership to ensure appropriate team oversight on high risk functions, strategic initiatives, and daily volumes
  • Provide accurate and timely secondary reviews and approvals of customer due diligence (KYC) reviews
  • Manage process improvement and functional ownership of KYC within the Private Lending domain
  • Provide accurate and timely secondary reviews and approvals of loan fundings
  • Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
  • Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
  • Showcase strong control and risk management strategies to ensure compliance with GS Bank USA (the most regulated entity at GS) while still providing excellent client service to PWM and Institutional clients
  • Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business



  • Bachelor’s degree
  • 3 years of professional experience
  • Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
  • Ability to manage a functional line and process
  • Ability to develop and nurture relationships with senior business leaders within cross divisional a team
  • Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
  • Flexible and able to work well under pressure in a team environment


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