We're a team of trusted advisors who provide innovative investment solutions to help our clients meet their financial goals. From private wealth to asset management, we work with specialists and groups from around the firm to help high-net-worth individuals and institutions across various industries navigate changing markets and make smart investments. We value self-starters with an entrepreneurial spirit, but still provide the support and resources to ensure your success.
GSAM Strategic Client Service
GSAM Strategic Client Service was formed in 2014 to focus on the following core organizational goals: Enhancing client service capabilities by developing consistent, repeatable, scalable and controlled processes. Defining approach to assess business and operational risks as we take on new business. Developing tools to provide transparency to all internal teams to assist in managing client expectations. Lastly, creating scale in all client execution services to position teams for growth. The Global Fund Reporting team is a part of the Strategic Client Service initiative d eveloping reporting solutions to provide more timely and flexible delivery solutions
GSAM Global Fund Reporting Solutions
The Global Fund Reporting Team partners with multiple stakeholders in the Investment Management Division (IMD) to execute a strategic and centralized approach to coordinate the collection, packaging and delivery of mutual fund (MF), client and Composite data , as well as commentary, for internal and external clients, as well as financial data providers and consultant databases. This includes the collaboration with Global Third Party Distribution Sales, Global Institutional Sales and IMD Communications Group on graphical design and written content into marketing collateral, branded templates and websites; and compliance/regulatory reviews. The team is focused on supporting growth and retention of assets though the production of world class global market data and performance reporting services. We work in a fast paced/deadline driven environment to deliver a high volume of marketing materials and RFP's/DDQ's to the various distribution channels we support. Key components to our success are our strong relationships with the following partner teams throughout Goldman Sachs Asset Management (GSAM): Sales, Portfolio Management, IMD Strats, GSAM Distribution Tech, Global Consultants, Product Strategy, GSAM Legal, Compliance, Shareholder Services and Outside. Critical to this role is the ability to listen keenly to business reporting issues and identify reporting solutions This professional will be responsible for gathering/compiling and executing data/content requirements for distribution to Financial Express and other redistributors, who provide reporting services for the GSAM PLC, SICAV Mutual funds. The individual will be communicating on a daily basis with our key business partners to document new reporting requirements which at times can encompass complicated regulatory and/or client requirements and build out the team's strategy to align with the goals of the EMEA TPD organization. As a result, it will be important to utilize reporting support that leverages our rendering tools and high value centers. Also of great importance is to recognize opportunities to develop business plans and rationale for new tools needed for reporting and distribution. Additionally, the position over time will require understanding of the mutual funds and associated Fund data sold via Global Third Party and PWM; financial data and business programs supported, and the ability to manage multiple requests simultaneously. Recognizing occasions to develop value added steps that will enhance the reporting to clients, prospects and consultants will be extremely important in this position, as well. We are team-driven to enhancing and developing new reporting workflows to further support the growth/retention of assets. This individual must also stay abreast of the financial markets and changing/growing businesses selling GSAM's products. Strong, ongoing communication is required across the firm's sales/marketing professionals, product team members, legal/compliance and other asset management departments in order to deliver reports and data in an accurate and timely manner.
RESPONSIBILITIES AND QUALIFICATIONS Principal Responsibilities :
Takes responsibility for maintaining and continuously improving performance marketing materials that are both channel and product-specific.
Builds awareness for the Global Reporting Team through the execution of our business plans as well as assisting with strategic marketing initiatives to develop new marketing plans.
Actively seeks to drive business results by identifying opportunities to strengthen our internal and external reporting of products and sales tools.
Liaises with sales and product teams to communicate product data and content in reports.
Liaises with different internal groups, of all levels, including sales/marketing, Fund Services, client relationship management, Digital Strategy and compliance.
Executes independent projects to enhance team efficiency.
Strong technical skills to understand all data/statistics pertaining to GSAM's and Mutual Funds
Highly skilled analytically
Attention to detail with a strong control/risk mindset
Excellent communication skills
Ability to multi-task and meet multiple deadlines
Ability to work in a fast-paced environment and think clearly under pressure
Be highly collaborative, team-oriented and strong consensus builder
Powerpoint, Excel & Word proficiency
Knowledge of Asset Management business and products
Be a strategic thinker, possesses strong facilitation and data gathering skills
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.