Asset & Wealth Management - Private Family Office WSS - Associate - Bengaluru

Goldman Sachs

Stock Market Trading Asset & Wealth Management

92+ Applicants

Posted: 1 month ago

0-1 years

Bengaluru / Bangalore, Karnataka

work from office

Posted: 1 month ago

Applicants: 95+

Job Description

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Job Description

ABOUT THIS JOB
The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs.
Our holistic approach incorporates financial planning in several areas such as: consolidated reporting and investment review, income tax planning and review, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.
As an integral member of an advisor team, you will provide proactive support to address the financial complexities of the firms most strategic clients. Responsibilities include managing client data and platforms, preparing intricate financial exhibits, and overseeing tax activities such as quality control and e-filing. This role requires a self-starter with a passion for financial markets who can thrive in a fast-paced environment, ensuring an exceptional client experience through meticulous attention to detail and innovative problem-solving.
Impact And Responsibilities
Our Impact:
The Private Family Office is designed to service the firms most strategic clients. Our trusted advisor teams target a client ratio of 8-12 families per advisor, allowing us to dedicate the necessary time and resources to each clients unique financial circumstances.
How You Will Fulfill Your Potential
We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning and the desire to work in the ultra-high net worth space. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
Principal Responsibilities

Financial Planning & Reporting: Prepare and analyze comprehensive client exhibits, including personal financial statements, cash flow projections, investment allocations, and estate flowcharts.
Tax Lifecycle Management: Assist in the end-to-end tax process, including data gathering from third parties, tax forecasting, and managing quality control for e-filings and estimated payments.
Client Operations: Manage the onboarding and maintenance of client platforms, ensuring the systematic organization of fund documentation. Proactively track and schedule annual obligations, such as property taxes and interest payments, to maintain operational efficiency across all internal systems.
Investment Support: Proactively monitor cash balances, manage private banking services, and interface with internal groups to execute investment tasks and third-party subscriptions.
Data Integrity & Compliance: Maintain rigorous data management standards, handle positive/negative consent tracking, and ensure all client communications meet confidentiality and regulatory requirements.

Qualifications
SKILLS & EXPERIENCE WERE LOOKING FOR

Education: Bachelors degree in Finance, Accounting, or a related field is required. MBA, CA, or CFA credentials preferred.

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Technical Skills: Advanced proficiency in Microsoft Office (specifically Excel, Word, and PowerPoint) and Adobe.
Communication: Exceptional verbal and written communication skills, with the ability to interface effectively with global teams.
Analytical Thinking: Ability to solve complex problems and think critically under pressure.
Operational Excellence: Strong multitasking skills with a relentless focus on accuracy, organization and attention to detail.
Proactivity: An innovative mindset with the ability to manage time independently and follow through on time-sensitive tasks.
Teamwork: Proven track record with cross-training, task-sharing and mutually supportive teamwork

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. Were 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.
Were 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
copyright 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.

Skills

AllocationsCash FlowCash ManagementFinanceFinancial StatementsFinancial MarketsOperational EfficiencyQuality ControlCaCfa

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About Company

Goldman Sachs India Careers 2025

Goldman Sachs is a leading global investment banking, securities, and investment management firm, renowned for advising corporations, governments, and institutions on strategic transactions, capital raising, and risk management. Founded in 1869 and headquartered in New York, Goldman Sachs established its India presence in 2004 with offices in Bengaluru, Hyderabad, and Mumbai. The India operations serve as both a front‑office hub for client coverage and a global capability center for engineering, risk, and operations.

Business Model – Goldman Sachs operates across four primary segments: Investment Banking, Global Markets, Asset & Wealth Management, and Platform Solutions. Its B2B revenue model is driven by advisory fees, trading revenues, asset management fees, and lending income. In India, the firm combines client‑facing deal teams with global service delivery, leveraging deep domain expertise in M&A, capital markets, quantitative research, and technology engineering to support global mandates.

Recent Wins & Recognition –

In 2024, Goldman Sachs was awarded Platinum‑level Champion in WEConnect International’s Top Global Champions for Supplier Diversity & Inclusion, recognising its leadership in inclusive procurement. (https://www.goldmansachs.com/our-firm/sustainable-finance/our-operational-impact/historical-milestones-awards-and-recognitions)
The firm opened its new LEED Platinum and WELL Platinum certified Hyderabad campus, reinforcing its commitment to sustainable operations and employee well‑being. (https://www.goldmansachs.com/our-firm/sustainable-finance/our-operational-impact/historical-milestones-awards-and-recognitions)
Goldman Sachs accelerated its generative AI initiatives, developing over a dozen projects including natural‑language code generation and automated documentation tools. (https://economictimes.indiatimes.com/topic/goldman-sachs-generative-ai-projects/news)
FY‑2024 results saw net income jump +67.6% and a 33% dividend increase, alongside a rebound in M&A advisory activity in 2025. (https://www.monexa.ai/blog/goldman-sachs-ai-strategy-m-a-challenges-and-divid-GS-2025-03-24)

Culture & Values – Goldman Sachs is anchored by its Business Principles, which emphasise client service, excellence, integrity, and teamwork. The firm fosters a high‑performance culture with a strong focus on meritocracy, continuous learning, and diversity & inclusion. In India, employees benefit from global mobility programs, mentorship networks, and community engagement initiatives such as 10,000 Women and 10,000 Small Businesses.

Client‑Facing & Internal Domains – Goldman Sachs India

Investment Banking

What it is – Advisory on mergers, acquisitions, restructurings, and capital raising. India‑based roles include:

M&A Advisory – Deal structuring, valuation, and negotiation support.
Equity & Debt Capital Markets – IPOs, bond issuances, and syndications.
Strategic Advisory – Cross‑border transactions and shareholder activism defense.

Global Markets

What it is – Sales, trading, and market‑making in equities, fixed income, currencies, and commodities. India‑based roles include:

Trading & Structuring – Derivatives, structured products, and hedging solutions.
Sales & Client Coverage – Institutional client relationship management.
Quantitative Research – Pricing models, risk analytics, and algorithmic strategies.