- Produce and present periodic portfolio company monitoring, including but not limited to company performance, comparison of actual results to company projections and the GS Private Credit underwriting case, ESG metrics and key company developments, particularly those with implications for investment performance
- Maintain portfolio company models as part of the asset management process
- Track company compliance with financial covenants
- Participate in portfolio company meetings with management teams and reflect key insights in updates to investment outlook
- Prepare and maintain portfolio analytics for portfolio management purposes
- Participate in strategic projects regarding portfolio management, portfolio monitoring and performance tracking.
- Prepare and maintain investment and fund level statistics used for internal tracking, investor reporting as well as marketing materials
- Liaise across internal business teams and external counterparties to service investment level requests
- Strong academic background with an MBA or Chartered Accountant or equivalent
- Minimum of 3.5 + years of relevant experience
- Accounting knowledge, valuation and financial modeling aptitude (required)
- Solid analytical / logical mindset and attention to detail
- Strong written and verbal communication skills
- Strong project planning, organization, and time management skills
- Ability to work under pressure and meet deadlines.
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Asset and Wealth Management - Bengaluru / Bangalore - Goldman Sachs
Description
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
Role Description
AWM Private Credit is currently seeking Analysts to specialize in asset management across our large, diverse and dynamic portfolio. Team members will play an integral role in ongoing portfolio company monitoring, which is a critical element of the investing process, as well as portfolio management. Team members will be aligned by Private Credit strategy.
Responsibilities
This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties but to describe a position level. The role shall be performed within a professional office environment. Goldman Sachs has health and safety polices that are available for all workers upon request. There are no specific health risks associate with the role.
Qualifications
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Sr Wealth Manager/ Wealth Manager
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru, Karnataka
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Wealth Manager
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru, Karnataka
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Wealth Manager
Only for registered members Bengaluru, Chennai, Coimbatore
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Wealth Manager
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru, Karnataka
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Wealth Management
Only for registered members Bengaluru, Karnataka
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Wealth Manager
Only for registered members Bengaluru, Karnataka
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Wealth Manager
Only for registered members Bengaluru
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Wealth Management
Only for registered members Bengaluru, Karnataka, India
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Wealth Manager
Only for registered members Bengaluru, Chennai, Jaipur
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Wealth Manager
Only for registered members Bangalore
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Wealth Manager
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru, Karnataka
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Wealth Management
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru
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Wealth Manager
Only for registered members Bengaluru