Asset & Wealth Management Operations-Dallas-Associate-Centralized RFP Team

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.

For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Our Impact

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world.

In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation.

For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi- product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique.

GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.

GSAM is seeking to add a highly motivated professional to its Centralized RFP team. This team is primarily focused on the coordination and completion of Request for Proposals ( RFPs ) and Due Diligence Questionnaires ( DDQs ) from prospective as well as existing clients.

The Centralized RFP team will work closely with professionals across GSAM’s Client Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity) and various sales channels to communicate information regarding the firm, product offerings, investment philosophy, and product-specific information to the client via RFPs and DDQs.

The RFP Specialists team is responsible for communicating the investment team’s investment philosophy, process, product positioning and current market trends to clients and each of IMD’s key distribution channels globally.

Responsibilities :

• Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner
• Develop knowledge of industry trends, competitive landscape and investment team’s capabilities to facilitate improved client experience
• Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups
• Learn and communicate the investment team’s investment philosophy, process, product positioning and current market trends to internal and external clients.
• Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc
• Assist with ad hoc projects including technology initiatives to automate reports and other materials.
• Assist with performing second level checks for RFP’s, DDQ’s and 15C’s prepared by the Analysts on the team.

Basic Qualifications :

• Bachelor’s / Master’s Degree (Preferred : Master’s degree of Finance, Economics, Business or Commerce)
• Strong analytical and interpersonal skills
• Strong organizational and project management skills
• Excellent communication skills both written and verbal
• Must be motivated and hard working
• Exceptional attention to detail and accuracy
• Ability to handle multiple projects, deadlines, personalities, and broad based coverage
• Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products
• Ability to work in a fast-paced, team-oriented environment
• Knowledge of the investment management industry and GSAM is a plus
• Prior content writing experience of 3-5 years is preferable

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 / careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.