Goldman Sachs
Asset & Wealth Management, Alternatives Capital Formation, Investor Relations, A
Goldman Sachs, Dallas, Texas, United States, 75201
Asset & Wealth Management: Alternatives Capital Formation, Analyst (Investor Relations)
Asset & Wealth Management: Investor Relations (IR) provides client service to our limited partners including reporting solutions across their alternative portfolio. The IR team is a part of Alternatives Capital Formation and works closely with the alternatives product specialists to understand business needs and client requirements. IR keeps investors informed on their investment fund performance, portfolio updates, upcoming capital activity, and can work with clients on their overall cashflow questions. In addition, the team works across the alternatives platform to provide sector themes, investor trends, and a cohesive investment experience for our limited partners. Principal Responsibilities Client Service: Support and respond to investors on their inquiries. Engage with existing investors on regular portfolio updates, ongoing investor requests, and investor tracking. Investor Reporting: Produce and update investor materials, including holdings summaries, performance and data analysis. Analyze investor specific cashflow projections and capital activity. Communication: Engage directly with product specialists on effective messages for investors about relevant updates in the fund portfolio. Fund Reporting: Support quarterly fund reporting with a deep understanding of the performance drivers and the fund allocations. Capital Activity: Inform and support investors through capital activity cycles. Collaboration: Collaborate with stakeholders across ACF, fund finance, legal, and compliance to develop and execute a seamless investor experience. Educate: Track and maintain relevant content based on historical client requests to support proactive future client service. Qualifications The ideal candidate will have: Excellent communication (written and oral), analytical and interpersonal skills Strong judgement and problem-solving capabilities Attention to detail with proven experience of delivering high levels of accuracy Flexibility to handle multiple tasks and work well under pressure Strong organizational skills to manage production of a high volume of quality work within tight timeframes, often including multiple simultaneous projects Teamwork orientation and self-motivation, demonstrating a willingness to take on more responsibility over time Background in alternatives client service and reporting related roles 1-3 years of experience in a similar or related role, previous experience in alternative investing also applicable
Asset & Wealth Management: Investor Relations (IR) provides client service to our limited partners including reporting solutions across their alternative portfolio. The IR team is a part of Alternatives Capital Formation and works closely with the alternatives product specialists to understand business needs and client requirements. IR keeps investors informed on their investment fund performance, portfolio updates, upcoming capital activity, and can work with clients on their overall cashflow questions. In addition, the team works across the alternatives platform to provide sector themes, investor trends, and a cohesive investment experience for our limited partners. Principal Responsibilities Client Service: Support and respond to investors on their inquiries. Engage with existing investors on regular portfolio updates, ongoing investor requests, and investor tracking. Investor Reporting: Produce and update investor materials, including holdings summaries, performance and data analysis. Analyze investor specific cashflow projections and capital activity. Communication: Engage directly with product specialists on effective messages for investors about relevant updates in the fund portfolio. Fund Reporting: Support quarterly fund reporting with a deep understanding of the performance drivers and the fund allocations. Capital Activity: Inform and support investors through capital activity cycles. Collaboration: Collaborate with stakeholders across ACF, fund finance, legal, and compliance to develop and execute a seamless investor experience. Educate: Track and maintain relevant content based on historical client requests to support proactive future client service. Qualifications The ideal candidate will have: Excellent communication (written and oral), analytical and interpersonal skills Strong judgement and problem-solving capabilities Attention to detail with proven experience of delivering high levels of accuracy Flexibility to handle multiple tasks and work well under pressure Strong organizational skills to manage production of a high volume of quality work within tight timeframes, often including multiple simultaneous projects Teamwork orientation and self-motivation, demonstrating a willingness to take on more responsibility over time Background in alternatives client service and reporting related roles 1-3 years of experience in a similar or related role, previous experience in alternative investing also applicable