Goldman Sachs

WEALTH MANAGEMENT

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

OPERATIONS

Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and

trading and asset management capabilities to clients around the world. Alongside this vital service delivery role,

Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its

reputation.

Operations span all product lines and markets, serving as internal business partners who develop the processes and

controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business.

YOUR IMPACT

We are looking for a professional who wants to use their skills and experience to help deliver on operations agenda while

challenging themselves to further their career at Goldman Sachs.

OUR IMPACT

Private Wealth Management (PWM) Operations supports Private Wealth Management, which is responsible for advising wealthy individuals on strategies to build and protect their financial assets through highly customized advice and service. PWM Operations is instrumental in meeting our clients' needs and is responsible for the development, service delivery and control of global private banking; proprietary and open architecture alternative investment vehicles; derivatives trading; bookkeeping, accounting, performance measurement and reporting of Goldman-custodied assets and away-custodied assets; multiple externally managed account platforms; and multiple custody services.

ROLES AND RESPONSIBILITIES

• Carrying out daily processes and exception management activities for quarterly billing and data completeness reviews to be able to bill clients in a timely manner
• Working in conjunction with the Receivables Team to reconcile receivables and improve the fee receipt process.
• Engage in active interaction with PWM Sales, Compliance, Controllers and other Operations teams to deliver strategic solutions for Revenue generation functions
• Manage relationships with professionals from other teams and divisions by articulating recommendations in order to gain cross-divisional consensus
• Periodic review of standard operating procedures to analyze open risks within the processes
• Leverage Analytical skills, Creative problem Solving and Project Management skills to uplift existing processes
• Provide support to all team members.

BASIC QUALIFICATIONS

• Bachelor’s/ Master’s Degree (Preferred: Master’s degree of Finance, Business or Commerce)
• Strong analytical skills and close attention to detail.
• Effective and strong communication skills.
• Excellent organizational and time management skills
• Ability to multi task and work in a fast-paced, team-oriented environment
• Takes ownership of completing tasks, meet deadlines
• Strong team player
• Willingness to learn and understand how the Billing function fits into the PWM business
• Advanced Excel skills preferred.

PREFERRED QUALIFICATIONS

• Knowledge of investment management industry is a plus
• Business Intelligence experience & relevant certifications (Tableau/ Alteryx) are preferred

ABOUT GOLDMAN SACHS

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., 2025. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer

Same Posting Description for Internal and External Candidates