Talent.com
Asset and Wealth Management - Salt Lake City - Associate, Pl
Asset and Wealth Management - Salt Lake City - Associate, PlUtah Staffing • Salt Lake City, UT, US
No longer accepting applications
Asset and Wealth Management - Salt Lake City - Associate, Pl

Asset and Wealth Management - Salt Lake City - Associate, Pl

Utah Staffing • Salt Lake City, UT, US
1 day ago
Job type
  • Full-time
Job description

Associate, Platform Management

Job Duties : Associate, Platform Management with Goldman Sachs and Co. LLC in Salt Lake City, Utah. Perform daily liquidity management function to assess current and future funding requirements. Prepare liquidity recommendations for investor actions and work with stakeholder teams (Investment Team, Controllers, Operations) to approve and execute the calling or distributing capital. Create and implement liquidity models to achieve best in class fund performance and avoid cash drag by optimizing balances. Monitor and prepare investment pacing and investable capital analysis for a subset of actively investing funds and separately managed accounts. Present recommendations to the deal team. Participate in activities related to portfolio launches, restructuring and rebalances. Monitor asset backed loan workflows and optimize cash to enhance fund performance. Perform allocation analysis for new deal activity and present recommendations to the Allocation Working Group (AWG) for approval. Deliver scale and enhanced fund performance through execution of self-identified and "continuous improvement" initiatives. Act as a point person in testing new system applications as the platform scales. Progress to oversight for a subset of functions ensuring analyses have been prepared correctly and deliverables are being met on time.

Job Requirements : Bachelor's degree (U.S. or foreign equivalent) in Economics, Finance, or a related analytical field, and three (3) years of experience in the job offered or in a related role. Prior work experience must include three (3) years of experience with : using advanced Excel to manage thousands of data inputs to conduct data-driven analysis in order to create financial models and recommendations; project management skillset to create design requirements, track progress, deliver milestones, navigate matrixed group of stakeholders, and ensure successful delivery of strategic change; financial acumen to prepare cash flows and performance metrics that impact investor returns and product performance; utilizing knowledge of risk management framework and associated controls to assess risk of financial products and recommend action such as adjusting risk reserve, altering risk profile and projection, and raising red flags; utilizing knowledge of data management practices and technology associated with data organization and visualization to maintain data quality and initiate optimization / enhancement of data flows to improve the quality and efficiency of analysis and reporting; and communicating updates impactfully with senior colleagues and investment team professionals.

Create a job alert for this search

And Asset Management • Salt Lake City, UT, US

Related jobs
Sr Associate, Finance (Salt Lake City, UT)

Sr Associate, Finance (Salt Lake City, UT)

Clearance Jobs • Salt Lake City, UT, US
Full-time
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers' mission and quest ...Show more
Last updated: 11 days ago • Promoted
Asset and Wealth Management - Salt Lake City - Vice Presiden

Asset and Wealth Management - Salt Lake City - Vice Presiden

Utah Staffing • Salt Lake City, UT, US
Full-time
Vice President, Platform Management.Job Duties : Vice President, Platform Management with Goldman Sachs and Co.Perform daily liquidity management function to assess current and future funding requir...Show more
Last updated: 1 day ago • Promoted
Asset Movement Team Associate

Asset Movement Team Associate

Jobs for Humanity • South Jordan, UT, US
Permanent
Be among the first 25 applicants.Jobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.Thi...Show more
Last updated: 1 hour ago • Promoted • New!
Asset & Wealth Management - Tax Senior Associate

Asset & Wealth Management - Tax Senior Associate

Utah Staffing • Salt Lake City, UT, US
Full-time
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...Show more
Last updated: 1 day ago • Promoted
Wealth Management Operations Analyst

Wealth Management Operations Analyst

Kellton Tech • South Jordan, UT, United States
Permanent
Quick Apply
Title : Wealth Management Operations Analyst Duration 12+ months + (Possibility of Further Extension or conversion into a Permanent role) <...Show more
Last updated: 3 days ago
Specialist I, Asset Management

Specialist I, Asset Management

Utah Staffing • Salt Lake City, UT, US
Full-time
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers.Whether you're a real estate veteran, a passionate technologist, or looking to ...Show more
Last updated: 1 day ago • Promoted
Wealth Strategist - Salt Lake City

Wealth Strategist - Salt Lake City

Zions Bank • Salt Lake City, UT, US
Full-time
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.Zion...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Advisor - Salt Lake City, UT

Wealth Management Advisor - Salt Lake City, UT

TIAA • Salt Lake City, UT, US
Full-time
Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Consultant

Wealth Management Consultant

Farm Bureau Financial Services • USA, Utah, Salt Lake City
Full-time +1
We are seeking an extremely driven, self-motivated, and dynamic individual to partner with our multi-line exclusive Farm Bureau agents to drive production and generate increased traditional & v...Show more
Last updated: 16 days ago
Financial Analyst - Asset / Liability Management - Salt Lake City

Financial Analyst - Asset / Liability Management - Salt Lake City

Zions Bank • Salt Lake City, UT, US
Full-time
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.Zion...Show more
Last updated: 22 days ago • Promoted
Senior Associate, State and Local Income Tax - Asset Managem

Senior Associate, State and Local Income Tax - Asset Managem

Utah Staffing • Salt Lake City, UT, US
Full-time
Senior Associate - State and Local Tax (SALT) Practice.At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture t...Show more
Last updated: 1 day ago • Promoted
Private Wealth Client Associate

Private Wealth Client Associate

Utah Staffing • Salt Lake City, UT, US
Full-time
Private Wealth Client Associate.To proceed with your application, you must be at least 18 years of age.Merrill Wealth Management is a leading provider of comprehensive wealth management and investm...Show more
Last updated: 1 day ago • Promoted
Sr Associate, Program Finance (Salt Lake City, UT)

Sr Associate, Program Finance (Salt Lake City, UT)

Utah Staffing • Salt Lake City, UT, US
Full-time
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers' mission and quest ...Show more
Last updated: 1 day ago • Promoted
2026 | Americas | Salt Lake City | Asset and Wealth Management Quantitative Strats | Summer Analyst

2026 | Americas | Salt Lake City | Asset and Wealth Management Quantitative Strats | Summer Analyst

Goldman Sachs • Salt Lake City, UT, US
Full-time
Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree.You will be fully immersed in our day-to-day activities.Attend orientation whe...Show more
Last updated: 30+ days ago • Promoted
Sr Associate, Finance (Salt Lake City, UT)

Sr Associate, Finance (Salt Lake City, UT)

Utah Staffing • Salt Lake City, UT, US
Full-time
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers' mission and quest ...Show more
Last updated: 1 day ago • Promoted
Audit (Business and Finance) | Associate | Salt Lake City

Audit (Business and Finance) | Associate | Salt Lake City

Utah Staffing • Salt Lake City, UT, US
Full-time
Internally auditing critical areas of the firm to minimize risk to regulators and external auditors.Audit teams work alongside the Business and Finance divisions and make sure the firm is operating...Show more
Last updated: 1 day ago • Promoted
Asset & Wealth Management Tax Manager

Asset & Wealth Management Tax Manager

Utah Staffing • Salt Lake City, UT, US
Full-time
Financial Services Tax Team Manager.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses ...Show more
Last updated: 1 day ago • Promoted
Sr Associate, Program Finance (Salt Lake City, UT)

Sr Associate, Program Finance (Salt Lake City, UT)

Clearance Jobs • Salt Lake City, UT, US
Full-time
Sr Associate, Program Finance (Salt Lake City, UT).L3Harris Technologies is the Trusted Disruptor in the defense industry. With customers' mission-critical needs always in mind, our employees delive...Show more
Last updated: 7 days ago • Promoted