Asset & Wealth Management, Private, Divisional CFO, Analyst - Dallas

Goldman Sachs Asset Management

A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. 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. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

The AWM Divisional Finance team has responsibility for the weekly Management Committee report, annual planning process and associated quarterly reforecasts, month-end management reporting process, management of divisional P&L, as well as various regulatory reporting. Day to day work includes a broad range of regular tasks, project-based work and ad hoc analyses.

POSITION DESCRIPTION:

The successful applicant will be working closely with our counterparts on the Asset Management (Public and Private) and WM Finance teams as well as firmwide areas such as Controllers and Financial Reporting. The role will be focused on overseeing coordination of month-end close, month-end reporting, weekly Management Committee reporting, internal allocations analysis, regulatory-related requests, and annual planning and quarterly forecasts. It will involve a significant amount of analytical work and strong skills in this area are vital. The successful applicant will have a strong focus on detail, an ability to understand financial information, draw relationships and raise issues or concerns. Applicants should be highly motivated and client-focused. Knowledge of Essbase/SmartView and Anaplan would be a significant advantage.

PRINCIPAL RESPONSIBILITIES:

Specific responsibilities are likely to vary over time but will include:

* Spearheading the weekly AWM Management Committee Package on various KPI metrics while working with various groups to ensure reporting accuracy

* Overseeing coordination of monthly P&L and Balance sheet closes with Controllers, Technology, Strats and other AM Private teams

* Preparation of month-end financial reports to AWM senior management (both regular and ad-hoc)

* Assist in liaising with Corporate Planning & Management team, AM Controllers, as well as AM Private Finance team to ensure that revenue, expenses, and business metrics are properly booked and reported

* Month-end analysis relating to internal allocations

* Working with Engineering and Controllers to streamline reporting as well as creation of more robust reporting tools

* Supporting AWM's annual planning process, quarterly forecasts, and Business Planning Committee presentations

* Pull together various analyses required as part of the firm's regulatory obligations to the Fed

NECESSARY QUALIFICATIONS AND REQUIREMENTS:

* Bachelor's Degree in Accounting, Finance or other business discipline

* 2-4 years working experience, accounting/finance related

* Excellent analytical/quantitative skills and strong attention to detail

* Strong interpersonal and communication skills

* Excellent coordination and organizational skills

* Ability to meet tight deadlines and work well under pressure

* Ability to manage, organize and analyze large volumes of information

* Strong Excel, Word, Powerpoint skills will be important - knowledge of Essbase/SmartView and Anaplan would be a significant advantage

* Team player - willing to pick up and help in areas not explicitly related to job duties

* Highly motivated, self-starter, able to multi-task

* Ability to work independently in a small team

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 GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law