Global Banking & Markets – Dallas - Associate, Portfolio Lifecycle Management - 10243260

Goldman Sachs • Dallas, TX

2d • Onsite

About The Position

This role involves servicing a portfolio of syndicated and bilateral warehouse facilities, with a focus on asset-backed financing. The Associate will communicate and collaborate with external business counterparts (agent banks, clients, trading partners) and internal stakeholders (Trading, Strats, Legal, Tax, Controllers, Engineering) to maintain accurate books and records. The position will also work on complex, structured transactions including large purchases, acquisitions, and securitizations of Residential and Commercial Real Estate and Consumer loan pools. Responsibilities include regulatory reporting for the bank loans industry, meeting Key Risk Indicators (KRIs) and performance/risk metrics, and identifying process improvements, automation, and risk reduction methods while ensuring client satisfaction.

Requirements

• Bachelor’s degree (U.S. or foreign equivalent) in Finance, Business Analytics, Mathematics, or a related field such as Mechanical Engineering.
• Three (3) years of experience in the job offered or in a related role.
• Three (3) years of experience utilizing Microsoft Excel for data aggregation and submissions, including using formulas to generate counts and data summary reports.
• Three (3) years of experience generating reports and summaries for senior management decks utilizing Microsoft PowerPoint.
• Three (3) years of experience querying loan data and responding to various related inquiries utilizing SQL within the Aqua Data Studios platform.
• Three (3) years of experience utilizing Jira platform for issue tracking and coordinating with various internal stakeholders to ensure issue remediation.
• Three (3) years of experience responding to external audit requests and queries utilizing external platforms.
• Three (3) years of experience coordinating submissions of deliverables for Federal Reserve Regulatory reporting and submitting within a specified deadline.
• Three (3) years of experience performing operations duties related to loan product creation and support for trade booking.

Responsibilities

• Service a portfolio of syndicated and bilateral warehouse facilities, focusing on asset-backed financing.
• Communicate and work with external business counterparts, such as agent banks, clients, and trading partners.
• Collaborate with internal stakeholders such as in Trading, Strats, Legal, Tax, Controllers, and Engineering teams to ensure accurate books and records.
• Work on multifaceted and structured transactions such as large purchases, acquisitions, and securitizations of Residential and Commercial Real Estate and Consumer pools of loans.
• Work on regulatory reporting as it relates to the bank loans industry.
• Meet Key Risk Indicators (KRIs) and other performance and risk metrics as outlined by management.
• Identify and guide process improvements, automation, and develop methods to reduce risks and enhance controls.
• Ensure client satisfaction by collaborating with Strats, Engineering, and other teams within the business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level