Asset & Wealth Management, Platform Management, Associate - Salt Lake City Salt Lake City · · A[...]

Goldman Sachs Bank AG; Salt Lake City (UT); On-site; USD 70,000 - 110,000; Full time

Job summary

Join a forward-thinking firm as an Associate in Asset & Wealth Management, where you'll support valuation processes and enhance fund performance while collaborating with talented colleagues. This role offers the chance to delve into exciting investment opportunities and contribute to meaningful client relationships. With a commitment to integrity and diversity, you'll thrive in a culture that values transparency and professional growth. If you're ready to take your career to the next level in a dynamic environment, this position is perfect for you.

Benefits

Health and wellness programs

Retirement benefits

Child care support

Fitness programs

Family care programs

Qualifications

• 3+ years in accounting/financial services or related roles.
• CPA/CFA Certification required.

Responsibilities

• Assist with valuation of private equity and hedge fund firms.
• Prepare monthly and quarterly reports for clients and management.
• Implement initiatives to improve fund performance.

Skills

Advanced Excel skills

Project management

Financial acumen

Data management and visualization

Effective communication

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Financial Services

Job description

Opportunity Overview

Sitemap Outline: CORPORATE TITLE: Associate
Office Location(s): Salt Lake City
Job Function: Platform Management
Account Balance: Asset & Wealth Management

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management offers the opportunity to help clients worldwide realize their potential while you discover your own. As part of a leading asset manager with over $2 trillion in assets under supervision, you will participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships. Our culture values integrity and transparency, and we are committed to diversity and sustainable success. We combine traditional and alternative investments to provide long-term performance for clients including pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Job Duties:

1. Valuation Support:

• Assist with valuation of private equity and hedge fund firms.
• Coordinate valuation processes and communications with stakeholders.
• Provide data to third-party vendors and review their methodologies.
• Support audit reviews by preparing documentation and addressing inquiries.

Participate in activities related to portfolio launches, restructuring, and rebalances.

Monitor Asset Backed Loan workflows and optimize cash to enhance fund performance.

Data Analysis and Reporting:

• Gather and analyze operating metrics for analytics, reporting, and valuation.
• Interact with management and finance teams of portfolio companies.
• Prepare analyses for client reporting and stakeholder presentations.

Implement initiatives to improve fund performance.

Evaluate new business transactions for valuation implications.

Prepare monthly and quarterly reports for clients and management.

Respond to compliance and regulatory inquiries.

Test new system applications as the platform scales.

Minimum Education Requirements:

• Bachelor’s degree in Accounting, Financial Services, or related fields.

Minimum Experience:

• Three (3) years in accounting/financial services or related roles.
• CPA/CFA Certification required.

Special Skills and Licenses:

• Advanced Excel skills, including valuation and DCF modeling.
• Project management skills for strategic initiatives.
• Financial acumen for cash flow and performance metrics.
• Knowledge of risk management frameworks.
• Data management and visualization skills.
• Effective communication with senior colleagues and investment teams.

License: No

Benefits: Goldman Sachs offers comprehensive benefits including health, wellness, retirement, health services, fitness, child care, and family care programs. Details are available on our careers site.

About Goldman Sachs:

Founded in 1869, Goldman Sachs is a global leader in investment banking, securities, and investment management, headquartered in New York. We are committed to diversity, inclusion, and professional growth, offering numerous development opportunities and a supportive workplace culture. We are an equal opportunity employer, welcoming applicants regardless of race, color, religion, sex, national origin, age, veteran status, disability, or other protected characteristics.