Asset & Wealth Management Analyst - Fund Platform

SRI Conference; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Goldman Sachs Asset Management in New York, NY is seeking a Platform Manager within the Alternatives Platform Management group to optimize investor performance with day-to-day portfolio decisions. You will collaborate with investment teams, capital markets, engineering, and investor relations to support Fund Management and Employee Funds & Carried Interest.

The role covers liquidity management, launches of new opportunities, and carry programs, along with legal/tax coordination and senior-level

Qualifications

• 1-2 years of experience in a financial services setting.
• Strong analytical orientation.
• Excellent communication and interpersonal skills.
• Financial acumen to prepare cash flows and performance metrics.
• Self-starter with strong desire to succeed in a fast paced, high pressure, results driven environment
• Strong judgment and problem-solving skills
• Ability to work independently in a small team, exhibit initiative and be proactive
• Collaborative team player
• Strong Excel and PowerPoint skills.

Responsibilities

• Perform daily liquidity management and prepare forecasts to evaluate current and projected funding needs. Develop liquidity recommendations and collaborate with stakeholders to execute capital activity and leverage facility actions.
• Conduct attribution analysis to break down historical portfolio returns and drive improvements in performance and risk management.
• Monitor investment guidelines and concentration limits, evaluate investment pacing, and analyze investable capital across actively investing funds and separately managed accounts.
• Partner with cross-functional teams to advise on fundraising and fund structure creation.
• Track, report, and analyze detailed performance metrics.
• Oversee day-to-day management of employee funds, including liquidity management, investor communications, and review of NAVs, financial statements, valuations and investor reporting.
• Lead launches of new employee investment opportunities, from structuring and marketing materials through legal documentation, regulatory disclosures and investor onboarding.
• Manage the firm's carried interest programs, including new offerings, re-offers and tracking of carry availability, and partner with business COOs and Human Capital Management on the year-end carry process.
• Maintain the employee leverage program in partnership with Operations, including review of loan agreements.
• Coordinate legal, tax and structuring workstreams across external counsel and internal Legal, Tax and employee investment teams.
• Prepare materials for senior leadership and drive ad hoc projects, including fund restructurings, tax initiatives and system enhancements.
• Assist in responding to compliance and regulatory inquiries.
• Create management presentations and prepare analyses in support of ad hoc requests.
• Support and advance technology initiatives related to the above responsibilities.

Skills

Analytical orientation

Excellent communication

Self-starter

Judgment & problem-solving

Independent worker

Collaborative team player

Tools

Excel

PowerPoint

Job description

Goldman Sachs Asset Management in New York, NY is seeking a Platform Manager within the Alternatives Platform Management group to optimize investor performance with day-to-day portfolio decisions. You will collaborate with investment teams, capital markets, engineering, and investor relations to support Fund Management and Employee Funds & Carried Interest.

The role covers liquidity management, launches of new opportunities, and carry programs, along with legal/tax coordination and senior-level