Asset & Wealth Management Operations - Retail SMA Oversight - Senior Analyst - Bengaluru
Goldman Sachs · Bengaluru, Karnataka, India
- On site
- Full-time
- $100,000 / year
- Bengaluru, Karnataka, India
Job highlights
- Oversee retail SMA operations, client portfolios, and funding.
- Collaborate with global teams on client experience solutions.
- Support trading desk with queries and business initiatives.
- Ensure accurate client account information and operational risk.
- Utilize analytical and technical skills for platform design.
About the role
About Asset Management
Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are:
- Investors, spanning traditional and alternative markets offering products and services
- Advisors, understanding our clients’ priorities and poised to help provide investment advice and strategies that make sense for their portfolios
- Thought Leaders, providing timely insights across macro and secular themes to help inform our clients’ investment decisions
- Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals
Your Impact
Are you looking to apply your client service and analytical skills while deepening your understanding of asset management? Our GSAM Retail SMA Oversight team is seeking a professional who is looking to partner with our diversified client base and global business counterparts to provide best-in class client experience to define solutions and lead change across the operational infrastructure.
Our Impact
Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to client around the world. In addition, Operations provides essential risk management and control to preserve the firm’s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that make the business flow.
The GSAM Retail SMA Oversight team sits within the Asset Management Division and has primary responsibility of client’s portfolio account event, funding (inflows, outflows and transfers) position and cash management, risk management and innovative solutions, and serves as the single point of contract for all operations related client inquiries. Functions cover a wide range of clients and a complex product range, which includes equities, fixed income. The group supports portfolio managers, sales and trading and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios.
Job Summary And Responsibilities
This is a highly collaborative role and such requires the capability to work effectively with a diverse range of professionals both internally and externally, covering a wide variety of products and functions. The main areas of responsibility will be:
- As part of this role, the Analyst will partner with the Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform to support the Retail Separately Managed Account (SMA).
- Understand and perform daily activities like funding, review of breaks across retail function
- Trading desk support to include ad-hoc queries as well as ongoing business initiatives
- Coordinate across portfolio managers on cash funding, withdrawals, trading requests and account attribute changes
Basic Qualifications
- Minimum of 2+ years’ experience in asset management or related field such as accountancy, middle office functions
- Risk management focus
- Attention to detail with a sense of urgency a must
- Proficient in Microsoft Office, specifically Word, Excel and PowerPoint as well as web-based applications
- Bachelor’s degree required
- Be highly collaborative, team-oriented and strong consensus builder
- Demonstrate strong communication and interpersonal skills both written and oral
Preferred Qualifications
- Previous experience in Operations and/or Financial Services Industry
- Demonstrate ability to partner across operations groups, regions and functional responsibilities
- Be an Analytical thinker, possesses strong facilitation and data gathering skills
- Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
- Understanding of the product lifecycle and user experience for the distribution of products on a digital platform
- Technically adapt to working with Business Intelligence and low code tools such as Alteryx, Tableau and Robotics Processing Automation (RPA)
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.ht ml
© The Goldman Sachs Group, Inc., 2026. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer.
Key skills/competency
- Asset Management Operations
- Wealth Management Operations
- Retail SMA Oversight
- Senior Analyst
- Client Service
- Analytical Skills
- Risk Management
- Financial Services Industry
- Microsoft Office Proficiency
- Business Intelligence Tools
Skills & topics
- Asset Management
- Wealth Management
- Operations
- Senior Analyst
- Retail SMA
- Oversight
- Client Service
- Risk Management
- Financial Services
- Bengaluru
How to get hired
- Tailor your resume: Highlight asset management, operations, and risk management experience.
- Showcase analytical skills: Emphasize attention to detail and problem-solving abilities.
- Demonstrate collaboration: Provide examples of teamwork and consensus building.
- Prepare for technical questions: Be ready to discuss Microsoft Office and BI tools.
- Understand the firm: Research Goldman Sachs' values and operations focus.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the primary responsibilities of a Senior Analyst on the GSAM Retail SMA Oversight team at Goldman Sachs?
- The Senior Analyst will be responsible for overseeing client portfolio account events, funding, position and cash management, risk management, and innovative solutions for retail Separately Managed Accounts (SMAs). This includes partnering with Asset & Wealth Management teams on operational platform design, performing daily activities like funding and break review, supporting the trading desk, and coordinating with portfolio managers on various account requests.
- What qualifications are essential for the Asset & Wealth Management Operations Senior Analyst role at Goldman Sachs?
- Essential qualifications include a minimum of 2 years' experience in asset management or a related field, a strong focus on risk management, meticulous attention to detail with a sense of urgency, proficiency in Microsoft Office (Word, Excel, PowerPoint), and a Bachelor's degree. Strong collaboration, team-orientation, consensus-building, and communication skills are also crucial.
- What technical skills are beneficial for this Senior Analyst position at Goldman Sachs?
- While proficiency in Microsoft Office is basic, preferred technical skills include adapting to Business Intelligence and low-code tools such as Alteryx, Tableau, and Robotic Process Automation (RPA). An analytical mindset with strong data gathering and facilitation skills is also highly valued.
- How does Goldman Sachs foster diversity and inclusion within its operations teams?
- Goldman Sachs is committed to fostering and advancing diversity and inclusion by ensuring every individual has opportunities to grow professionally and personally. This includes training and development, firmwide networks, and comprehensive benefits, wellness, and mindfulness programs.
- What is the role of Operations at Goldman Sachs?
- Operations at Goldman Sachs is a dynamic division that partners with all parts of the firm to deliver banking, sales and trading, and asset management capabilities globally. It also provides essential risk management and control to preserve the firm's assets and reputation, developing the processes and controls that enable business flow.
- Can candidates with disabilities request accommodations during the Goldman Sachs recruiting process for the Senior Analyst role?
- Yes, Goldman Sachs is committed to finding reasonable accommodations for candidates with special needs or disabilities during their recruiting process. More information can be found on their careers website.