LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Asset & Wealth Management, Credit Facility Management, Analyst - New York

GraduateNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Role: Asset & Wealth Management, Credit Facility Management, Analyst - New York** - **Manage credit facilities** including covenants, limits, and reporting, along with tracking asset data, facilitating utilization requests, and managing lender relationships. - **Collaborate** with adjacent teams like Finance & DCM, Fund Management Groups, and Portfolio Management teams for continuous flow of information and seamless coordination. - **Support** technology initiatives, including AI integration, for streamlining workflows and improving efficiency. - **Qualify** with a bachelor's degree in Finance, Accounting, or related field; prefer experience in asset management, fund financing, or credit facility management. - **Skills needed:** strong analytical, organizational, communication, and multi-tasking skills with a detail-oriented mindset and ability to work independently. - **Benefits:** competitive salary range (USD 85,000 - 110,000), exceptional benefits package, and a dynamic work environment.

Compensation
$85,000 – $110,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Asset & Wealth Management, Credit Facility Management, Analyst - New YorkNew York, NY, United States
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)New York
JOB FUNCTIONFund Management
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 85,000 - 110,000

Asset & Wealth Management (AWM):
AWM invests in private equity, credit, real estate, infrastructure and other alternative investments around the world on behalf of third parties, Goldman Sachs and its employees. AWM operates a global platform and our team works in a fast-paced, dynamic environment. We look for individuals with versatile skills and a desire to learn.
 

Within AWM, the Credit Facility Management (CFM) team is dedicated to managing the platforms credit facilities, which are a critical component of the performance we deliver to our investors. The CFM team is responsible for maintaining compliance with concentration limits, borrowing base covenants and reporting obligations, as well as ensuring successful relationships with lenders and agents. The CFM team works closely with several adjacent groups in AWM, including (i) Finance & DCM (source, negotiate and execute fund financing), (ii) Fund Management Groups (manage the funds liquidity and lifecycle) and (iii) Portfolio Management teams (source, execute and monitor underlying investments).
 

Analysts on the CFM team will support senior team members in maintaining a series of credit facilities across strategies and managing lender/agent relationships, as well as a variety of recurring tasks. The successful applicant will demonstrate a consistent track record of achievement, be comfortable working in a fast-paced, dynamic environment, and be able to manage multiple projects concurrently.
 

Specific Responsibilities May Include:
Managing a series of credit facilities including underlying covenants, concentration limits, borrowing base and reporting compliance
Tracking/collating, analyzing and interpreting underlying asset data
Facilitating utilization requests and servicing events
Managing lender and agent relationships
Assisting with facility negotiation and pre-execution approvals
Tracking, reporting and analyzing detailed performance metrics
Creating management presentations/responding to ad hoc requests and preparing analyses for same
Supporting/furthering technology initiatives related to the above responsibilities, including the use of AI
Additional responsibilities will be based on the needs of the business and the candidates specific skills
 

Qualifications:
Bachelors degree in Finance, Accounting or other business discipline
Asset management / fund financing / credit facility experience preferred
Strong analytical skills and detail orientation
Strong interpersonal and communication skills, oral as well as written
Strong coordination and organizational skills
Ability to multi-task and meet tight deadlines
Ability to work independently in a small team, exhibit initiative and be proactive
Ability to organize and analyze large volumes of information
Interest in working on technology initiatives
Team player, willing to help in areas not explicitly related to job duties
Comfortable working in a fast-paced, dynamic environment
Strong Excel, Word, PowerPoint skills

 
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

Asset & Wealth Management, Credit Facility Management, Analyst - New York

Compensation

$85,000 – $110,000 USD

City: New York City

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at Goldman Sachs

GraduateNo visa sponsorship

**Role: Asset & Wealth Management, Credit Facility Management, Analyst - New York** - **Manage credit facilities** including covenants, limits, and reporting, along with tracking asset data, facilitating utilization requests, and managing lender relationships. - **Collaborate** with adjacent teams like Finance & DCM, Fund Management Groups, and Portfolio Management teams for continuous flow of information and seamless coordination. - **Support** technology initiatives, including AI integration, for streamlining workflows and improving efficiency. - **Qualify** with a bachelor's degree in Finance, Accounting, or related field; prefer experience in asset management, fund financing, or credit facility management. - **Skills needed:** strong analytical, organizational, communication, and multi-tasking skills with a detail-oriented mindset and ability to work independently. - **Benefits:** competitive salary range (USD 85,000 - 110,000), exceptional benefits package, and a dynamic work environment.

Full Job Description

Asset & Wealth Management, Credit Facility Management, Analyst - New YorkNew York, NY, United States
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)New York
JOB FUNCTIONFund Management
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 85,000 - 110,000

Asset & Wealth Management (AWM):
AWM invests in private equity, credit, real estate, infrastructure and other alternative investments around the world on behalf of third parties, Goldman Sachs and its employees. AWM operates a global platform and our team works in a fast-paced, dynamic environment. We look for individuals with versatile skills and a desire to learn.
 

Within AWM, the Credit Facility Management (CFM) team is dedicated to managing the platforms credit facilities, which are a critical component of the performance we deliver to our investors. The CFM team is responsible for maintaining compliance with concentration limits, borrowing base covenants and reporting obligations, as well as ensuring successful relationships with lenders and agents. The CFM team works closely with several adjacent groups in AWM, including (i) Finance & DCM (source, negotiate and execute fund financing), (ii) Fund Management Groups (manage the funds liquidity and lifecycle) and (iii) Portfolio Management teams (source, execute and monitor underlying investments).
 

Analysts on the CFM team will support senior team members in maintaining a series of credit facilities across strategies and managing lender/agent relationships, as well as a variety of recurring tasks. The successful applicant will demonstrate a consistent track record of achievement, be comfortable working in a fast-paced, dynamic environment, and be able to manage multiple projects concurrently.
 

Specific Responsibilities May Include:
Managing a series of credit facilities including underlying covenants, concentration limits, borrowing base and reporting compliance
Tracking/collating, analyzing and interpreting underlying asset data
Facilitating utilization requests and servicing events
Managing lender and agent relationships
Assisting with facility negotiation and pre-execution approvals
Tracking, reporting and analyzing detailed performance metrics
Creating management presentations/responding to ad hoc requests and preparing analyses for same
Supporting/furthering technology initiatives related to the above responsibilities, including the use of AI
Additional responsibilities will be based on the needs of the business and the candidates specific skills
 

Qualifications:
Bachelors degree in Finance, Accounting or other business discipline
Asset management / fund financing / credit facility experience preferred
Strong analytical skills and detail orientation
Strong interpersonal and communication skills, oral as well as written
Strong coordination and organizational skills
Ability to multi-task and meet tight deadlines
Ability to work independently in a small team, exhibit initiative and be proactive
Ability to organize and analyze large volumes of information
Interest in working on technology initiatives
Team player, willing to help in areas not explicitly related to job duties
Comfortable working in a fast-paced, dynamic environment
Strong Excel, Word, PowerPoint skills

 
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More