Job Description
Summary
- Organization: Goldman Sachs
- Job Title: Portfolio & Tax Operations Analyst
- Location: Salt Lake City, UT
Employment Terms:
- This role is an 8-week internship with the opportunity to transition to full-time
- Internship and full-time employment are both fully in-office
- Hours: 7:30am-3:30pm
- Overtime: Additional hours may be required
- Target Start Date: June 3, 2024
- Estimated Salary: $55,000/year
Essential Tasks - In this job, you will:
- Monitor and validate data to ensure accurate reporting of realized gains and losses
- Review corporate action events to capture appropriate cost basis updates
- Issue client tax reports across multiple jurisdictions prior to regulatory deadlines
- Find creative solutions to problems while providing excellent client service
- Provide training to Private Wealth Management (PWM) Advisor teams regarding tax reporting updates
- Partner with the Business and Engineering teams to improve operational processes and workflows
- Review and approve transactions for IRA accounts
General Skills and Abilities - In this job you will demonstrate:
- Strong commitment to quality controls and procedures
- The ability to work well in a team environment and independently without constant supervision
- The ability to improve processes
- The ability to identify risks that may come up within different industry processes and know when to escalate issues
- Humility and willingness to learn
Digital/Technical Skills - In this job you will demonstrate:
- Intermediate data management skills (such as transferring information, using formulas such as VLOOKUP, and creating charts/graphs and pivot tables) using Microsoft Excel and other Office Suite tools (Word, PowerPoint, Outlook)
- Intermediate site navigation skills (pulling data, combining data) using web-based applications
- Basic querying skills using SQL is a nice to have but not required
- Exposure to business analytical tools, such as Tableau and/or Alteryx is nice to have but not required
Education/Knowledge - In this job you need to have:
- Bachelor’s degree in any discipline
- Basic knowledge of the securities industry, stock market, and tax principles is nice to have but not required
Experience - In this job you need to have:
- Experience (professional, personal, or academic) with Wealth Management brokerage functions is a nice to have but not required
Social Interaction - The following types of communication and interaction are required to perform the job successfully:
- Oral communication: Hourly
- Email communication: Hourly
- Instant messaging: Daily
- Telephone communication: Daily
- Video communication: Daily (Camera on is preferred)
- Interacting with supervisors: Daily
- Interacting with peers: Hourly
- Interacting with customers: Daily (Internal customers)
- Selling or influencing others: Weekly (Pitching ideas to others)
- Training or teaching others: Weekly
Job Stressors - Employees sometimes find the following stressful about this job:
- Dealing with different regulatory deadlines and tax reports, which can involve extended working hours to meet tight deadlines
Job Motivators - Employees tend to find the following motivating or rewarding:
- The opportunity to work with an incredibly supportive team of highly motivated individuals who are strong performers
- Working on a diverse team of individuals with a variety of cultural, professional and academic backgrounds
- Exposure to a variety of different job functions, including client service, data reconciliations, regulatory implementations, data analytics and more, which provides the opportunity to take on fresh new challenges and learn new skills
- Access to great internal training resources
Candidate Assessment - To be considered for this role, compatible applicants:
- Will complete a Candidate Profile
- May complete a short work sample exercise
- Will be invited to participate in a Structured Candidate Meeting with the hiring manager(s)
Workplace Support
- Specialisterne and our employer partners are committed to providing inclusive onboarding experiences and supporting new employees as they learn on the job
- All new hires continue to liaise with a Specialisterne Workplace Support Specialist for their first twelve weeks on the job
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