About The Position

Asset & Wealth Management: Goldman Sachs Asset Management is one of the world's leading investment managers. Goldman Sachs Asset Management provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals, and family offices. Job Summary and Responsibilities This role will help deliver on the US Third Party Wealth Sales Enablement efforts as part of the broader Global CSG Sales Enablement group. The Associate will be responsible for working as part of projects teams navigating between senior leaders of the distribution business (including sales, marketing, product) and partner teams (GSAM Engineering, Operations, etc.) to deliver on-going improvements on our Sales Enablement platform. The primary focus of projects will be on developing and growing a data ecosystem to provide critical reporting and insights to senior management, as well as formulate data models and activation strategies to advance the on-the-field execution of our sales teams, specifically within the US Third Party Wealth client segment. This role involves both working in close partnership w/ distribution leadership to help form and translate strategy into executable components, and leading the team in its close partnership with GSAM Engineering to deliver on a multi-year roadmap of solutions and tools that will help scale the business and drive profitability. YOUR IMPACT Responsibilities include executing data analysis and visualization to extract insights from combined data sets, customer segmentation & target-modeling, territory analysis, and KPI performance tracking. The Associate will also be involved in fostering collaborative relationships and communicating effectively with business and IT leaders, project members, and vendors to assure success.

Requirements

  • Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise.
  • Ability to combine both big picture/outcome-driven strategic thinking and bottom-up/detailed analytical rigor.
  • 3-5 years of experience executing on Distribution Enablement and Business Intelligence efforts, ideally in the Asset/Wealth Management space.
  • Working knowledge of BI and Analytics applications (Alteryx, Tableau/Power BI/Qlik etc.), Programming (SQL etc.) is preferred; Exposure to traditional & Cloud Databases (MS SQL Server, SingleStore, AWS etc.) is a plus.
  • Prior experience with BI methodology (e.g., descriptive and prescriptive analytic techniques) is preferred.
  • Experience working with key Third Party Wealth Investment Management Distribution data (e.g., CRM, Trade Positions/Assets and Flows, 3rd party opportunity data sets, Marketing Campaign data, Web analytics etc.) preferred.
  • Data-driven user-centered design approach to analysis and data management, with demonstrated ability to deliver information that addresses and anticipates various business user needs.
  • Functional understanding of Salesforce / CRM platforms.
  • The ideal candidate has a strong willingness to learn, ability to leverage technical skills, and a growing understanding of business strategies, priorities, and initiatives.
  • Enjoys problem-solving and being "the glue" between business challenges/opportunities and delivering results.
  • Strong problem-solving skills and abilities, proactive in assessing dynamic situations.
  • Fast learner and effective under timeframe pressure, while maintaining extremely high standards.
  • Excellent written and verbal communication skills

Responsibilities

  • executing data analysis and visualization to extract insights from combined data sets
  • customer segmentation & target-modeling
  • territory analysis
  • KPI performance tracking
  • fostering collaborative relationships and communicating effectively with business and IT leaders, project members, and vendors to assure success
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service