The Goldman Sachs Group, Inc

Asset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice President

The Goldman Sachs Group, Inc$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; MBA, CFA, FRM, PMP, or Six Sigma preferred.
  • 7+ years of experience in trade and portfolio operations required.
  • Experience leading teams through change and transformation essential.
  • Deep understanding of portfolio management and investment guidelines critical.
  • Hands-on experience with OMS/EMS systems and reconciliation tools necessary.
  • Proven project management experience focused on innovation and automation strategies.
  • Strong analytical and communication skills with stakeholder management expertise.

Responsibilities

  • Oversee the full trade lifecycle from order management to settlement.
  • Collaborate with various teams for daily reconciliation and cash management.
  • Enhance compliance controls and lead risk assessments.
  • Coach and develop a team while fostering high-performance culture.
  • Manage client initiatives and support product and platform launches.
  • Drive automation and reengineer workflows for efficiency.
  • Provide reporting on quality metrics and represent Operations in governance.

Benefits

  • Opportunities for professional development and continued education.
  • Innovative environment promoting the use of AI and automation.
  • Collaborative culture emphasizing teamwork and inclusivity.
  • Access to a variety of projects and client engagements.
  • Potential for career advancement within a top-tier firm.
Full Job Description
Job Description

Your Impact - Primary Responsibilities

Trade and Portfolio Operations: Oversee the full trade lifecycle - order management, execution support, allocation, settlement, and trade exception/break resolution. Partner with vendors, portfolio managers, and trading desks on daily reconciliation, rebalancing, cash management, corporate actions, and flow analytics. Ensure portfolios are accurately aligned with mandates.

Risk & Control Framework: Build, document, and continuously enhance pre- and post-trade compliance controls, key risk indicators, and SOX-aligned procedures; lead Risk and Control Self-Assessments and drive the timely identification, escalation, and resolution of operational incidents.

People: Coach, lead, and develop a team of Analysts and Associates. Set performance objectives, collaborate on career development plans, and foster an inclusive, high-performing culture aligned with the firm's Business Principles.

Distribution Enablement: Lead strategic client and internal initiatives, manage complex product events, and support new product and platform launches across broker-dealers, clearing firms, RIAs, TPAs, and retirement recordkeepers.

Innovation & Transformation: Drive automation, workflow reengineering, and adoption of AI/ML, low-code platforms, and advanced analytics to reduce manual touchpoints, improve STP rates, and create operational alpha.

Cross-Functional Collaboration: Partner with Trading, Portfolio Management, Risk, Legal, Compliance, and Engineering to deliver scalable, controlled solutions.

Communication & Reporting: Provide clients and senior leadership with reporting on quality metrics, control posture, project delivery health, and innovation outcomes; represent Operations in firmwide governance forums and client meetings.

Qualifications

Bachelor's degree from a four-year college or university required; MBA, CFA, FRM, PMP, or Six Sigma certification strongly preferred.

7+ years of experience in trade operations, middle/back office, portfolio operations, or investment operations at an asset manager, hedge fund, custodian, or broker-dealer.

Proven experience leading teams through change and transformation.

Strong understanding of portfolio construction, rebalancing, reconciliation, and investment guidelines.

Hands-on experience with Order/Execution Management Systems (OMS/EMS) e.g., RedBlack, Eclipse, Tamarac, Charles River, Eze, etc., Portfolio Accounting Systems, and reconciliation tools.

Demonstrated success in project management and innovation, requirements gathering, testing, automation (Python, Alteryx, UiPath, Tableau/Power BI a plus), and AI use case identification.

Robust risk and control mindset with experience designing pre/post-trade controls.

Exceptional analytical, communication, and stakeholder management skills with the ability to engage and build consensus among stakeholders at every level.

FINRA Series 7 and 63 preferred; Series 65, 24, or 99 a plus.

Ability to thrive in a high-pressure, deadline-driven, and collaborative environment.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

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At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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