Asset & Wealth Management – Cohoes – Associate, POT Client Services – Operations -8942096

Goldman Sachs, Inc.; New York (NY); On-site; USD 74,000 - 84,000; Full time

Job summary

Goldman Sachs Wealth Services, L.P. in Cohoes, NY is seeking an Associate, POT Client Services – Operations.

You will perform daily reconciliations of firm books and cash balances and coordinate with partner teams to resolve differences, producing reports on health, financials, budgets and transactions. Responsibilities include remediation of fraudulent activity with custodians, reviewing vendor invoices, and documenting requirements for Engineering to implement operational efficiencies while

Qualifications

• Bachelor's degree in accounting/finance/math or related field.
• Two years of experience in a related role.
• Excel for data analysis on large datasets.
• PowerPoint to create management presentations.
• VBA to automate and enhance processes.
• Coaching and upskilling peers to ensure standards.
• Project management with Waterfall/Agile methods.
• Using JIRA and Confluence for tracking.
• Familiar with BPM tools (Visio/Signavio).
• Analyze high-volume client transactions for accuracy.

Responsibilities

• Perform daily reconciliations for firm books and cash balances.
• Liaise with partner teams to resolve reconciliation differences.
• Produce reports on team health, financial statements, budgets, and transactions.
• Coordinate with custodians on remediation of fraudulent activity.
• Review and process invoices from third-party vendors.
• Document requirements for Engineering to improve operations and communicate updates.
• Train new joiners and contingents to align with procedures and risk controls.

Skills

Data analysis

Presentation skills

VBA automation

Project management

Coaching

Education

Bachelor's degree in Accounting/Finance/Math

Tools

Excel

PowerPoint

VBA

JIRA

Confluence

Visio

Signavio

Job description

Job Description

Job Duties: Associate, POT Client Services – Operations with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Conduct daily reconciliations for firm books and records on investment and cash balances. Liaise with partner teams to resolve any daily reconciliation differences and take corrective action as necessary. Produce reports on a wide range of topics including team health, financial statements, budgets and transactions. Coordinate with internal stakeholders and external custodians on the remediation of fraudulent activity. Receive, review and process invoices from 3rd party vendors from Accounts Payable. Serve as a subject matter expert in documenting requirements for Engineering to implement identified operational efficiencies and efficiently communicate the project updates to all the internal stakeholders. Assure high-quality performance among new joiners, contingents and interns by training them in line with procedures and risk controls.

Job Requirements: Bachelor’s degree (U.S. or foreign equivalent) in Accounting, Finance, Mathematics, Marketing & Operation Management or related field. Two (2) years of experience in the job offered or in a related role. Prior experience must include two (2) years in the following: utilizing Microsoft Office products to assist in daily functions, including: Excel for data analysis on large datasets for accurate reporting PowerPoint to create presentations supplements for management Visual Basic for Applications (VBA) to automate and enhance processes Coaching and upskilling peers to ensure team adherence to firm standards ; project Management experience, including: applying waterfall and agile best practices Utilizing JIRA and Confluence for project tracking and documentation Applying BPM tools, including Microsoft Visio or Signavio, to visualize operational processes; evaluating team processes for operational inefficiencies and points of risk and assisting in the design and implementation of new processes; testing Low-Code and Engineering solutions prior to production release by creating robust testing scripts; and applying financial knowledge to analyze a high volume of client-initiated transactions to ensure the integrity of firm records.

Salary Range: Annual base salary for this Cohoes, New York -based position is $74,000 – $84,000.

The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.