Overview
On Site
USD 74,000.00 - 84,000.00 per year
Full Time
Skills
Wealth Management
Corrective And Preventive Action
Financial Statements
Budget
Invoices
Accounts Payable
Training
Accounting
Mathematics
Marketing
Operations Management
Microsoft Office
Microsoft Excel
Data Analysis
Reporting
Microsoft PowerPoint
Presentations
Management
Visual Basic
VBA
Coaching
Project Management
Waterfall
Agile
JIRA
Confluence
Documentation
Process Management
Process Modeling
Business Process Management
Microsoft Visio
Testing
Scripting
Finance
SAP BASIS
Law
Job Details
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.
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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.