Goldman Sachs India | Asset & Wealth Management - Private Family Office WSS - Analyst - Bengaluru

Principal responsibilities

• As an integral member of an advisor team, you will provide proactive support to address the financial complexities of the firm’s most strategic clients.
• We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others.
• Financial Planning & Reporting: Prepare and analyze comprehensive client exhibits, including personal financial statements, cash flow projections, investment allocations, and estate flowcharts.
• Tax Lifecycle Management: Assist in the end-to-end tax process, including data gathering from third parties, tax forecasting, and managing quality control for e-filings and estimated payments.
• Client Operations: Manage the onboarding and maintenance of client platforms, ensuring the systematic organization of fund documentation.
• Proactively track and schedule annual obligations, such as property taxes and interest payments, to maintain operational efficiency across all internal systems.
• Investment Support: Proactively monitor cash balances, manage private banking services, and interface with internal groups to execute investment tasks and third-party subscriptions.
• Data Integrity & Compliance: Maintain rigorous data management standards, handle positive/negative consent tracking, and ensure all client communications meet confidentiality and regulatory requirements.

Requirements

• Candidates should have an interest in financial planning and the desire to work in the ultra-high net worth space.
• Education: Bachelor’s degree in Finance, Accounting, or a related field is required. MBA, CA, or CFA credentials preferred.
• Advanced proficiency in Microsoft Office (specifically Excel, Word, and PowerPoint) and Adobe.
• Communication: Exceptional verbal and written communication skills, with the ability to interface effectively with global teams.
• Analytical Thinking: Ability to solve complex problems and think critically under pressure.
• Operational Excellence: Strong multitasking skills with a relentless focus on accuracy, organization and attention to detail.
• Proactivity: An innovative mindset with the ability to manage time independently and follow through on time-sensitive tasks.
• Teamwork: Proven track record with cross-training, task-sharing and mutually supportive teamwork.

Goldman Sachs

Goldman Sachs is a global investment banking, securities and asset and wealth management firm, founded in New York in 1869.

Its Indian offices work on engineering, operations, finance, risk and other global functions. Finance professionals typically join controllers, tax, treasury, loan operations and risk teams.

• Industry: Investment banking, securities and asset & wealth management
• Headquarters: New York, USA
• In India: Offices in Bengaluru, Hyderabad and Mumbai