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Associate, Asset Servicing

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 5 days ago

No clicks

**Role: Asset & Wealth Management Associate, Asset Servicing – Dallas** - **Responsibilities:** Manage voluntary and mandatory asset servicing events, covenant and financial reporting, daily issues, and process improvements. Build relationships with internal and external stakeholders, mitigate MNPI risk, and collaborate globally to streamline processes. - **Required Skills:** Subject matter expertise, organizational skills, strong communication, process improvement, risk management, and stakeholder relationship building. - **Experience Level:** 1-3 years (Master's degree) or 3-5 years (Bachelor's degree) in finance, economics, or related field with relevant experience in asset servicing, loan lifecycle, underwriting documentation, and credit agreements. - **Technologies/Tools:** No specific technologies mentioned. - **Domain:** Asset & Wealth Management, Asset Servicing, Dallas, TX.

Compensation
Not specified USD

Currency: $ (USD)

City
Dallas
Country
United States

Full Job Description

Asset & Wealth Management-Dallas-Associate, Asset Servicing-10190615Dallas, TX, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Dallas
DIVISIONAsset & Wealth Management

Job Duties: Associate, Asset Servicing with Goldman Sachs Services LLC in Dallas, Texas. Demonstrate accurate and timely comprehension and management of voluntary and mandatory Asset Servicing events: Restructurings, Repricings of Loans, Bankruptcies, etc. and their impact to Operations and the Business. Demonstrate accurate and timely comprehension and management of Covenant and Financial Reporting requirements in both Lender and Borrower capacities determined by legal documents of investment agreements. Conduct management of daily events, issue resolution, and process improvement initiatives by leveraging subject matter expertise and organizational skills. Build and manage relationships with various internal stakeholders in Operations, Credit Facility Management, Credit Risk, Deal Teams and other divisions as needed. Build and manage relationships with various external stakeholders such as external clients, Agents and Companies. Mitigate Material Non Public Information (MNPI) risk through maintaining accuracy in communications with the respective compliance teams and the Business. Work with global Operations business units to assess and streamline processes in order to mitigate risk or control issues and generate efficiencies. Identify and timely escalate open risk to team management on a daily basis. 

Job Requirements: Masters degree (U.S. or foreign equivalent) in Finance, Economics or a related field, and one (1) year of experience in job offered or a related role OR Bachelors degree (U.S. or foreign equivalent) in Finance, Economics or a related field, and three (3) years of experience in job offered or a related role. Prior work experience must include one (1) year of experience (with a Masters degree) or three (3) years of experience (with a Bachelors degree) with each of the following: reviewing underwriting documentation and financial statements to accurately interpret complex asset servicing events and understand their impact to operational teams across various business sleeves such as urban development investments, direct lending investments, or real estate investments; reviewing and interpreting credit agreements, identifying and capturing covenant structure on a loan such as quarterly and annual financial statements, compliance certificates, and financial testing ratios (DSCR, interest coverage, leverage ratio, etc.) to accurately build delivery schedules in the operations system and monitor the ongoing financial performance of investments; full loan lifecycle and the associated end-to-end operational requirements of lending agreements through maturity, and any amendments to the agreements; identifying financial risks, interpreting the impact of asset servicing events to credit worthiness, and understanding of Loan Review Committee or amendment approval processes; and collaboration with internal and external stakeholders to identify process improvement opportunities that enhance efficiency and strengthen operational controls.

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, veteran status, disability, or any other characteristic protected by applicable law.

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

Associate, Asset Servicing

Compensation

Not specified USD

City: Dallas

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

5 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Role: Asset & Wealth Management Associate, Asset Servicing – Dallas** - **Responsibilities:** Manage voluntary and mandatory asset servicing events, covenant and financial reporting, daily issues, and process improvements. Build relationships with internal and external stakeholders, mitigate MNPI risk, and collaborate globally to streamline processes. - **Required Skills:** Subject matter expertise, organizational skills, strong communication, process improvement, risk management, and stakeholder relationship building. - **Experience Level:** 1-3 years (Master's degree) or 3-5 years (Bachelor's degree) in finance, economics, or related field with relevant experience in asset servicing, loan lifecycle, underwriting documentation, and credit agreements. - **Technologies/Tools:** No specific technologies mentioned. - **Domain:** Asset & Wealth Management, Asset Servicing, Dallas, TX.

Full Job Description

Asset & Wealth Management-Dallas-Associate, Asset Servicing-10190615Dallas, TX, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Dallas
DIVISIONAsset & Wealth Management

Job Duties: Associate, Asset Servicing with Goldman Sachs Services LLC in Dallas, Texas. Demonstrate accurate and timely comprehension and management of voluntary and mandatory Asset Servicing events: Restructurings, Repricings of Loans, Bankruptcies, etc. and their impact to Operations and the Business. Demonstrate accurate and timely comprehension and management of Covenant and Financial Reporting requirements in both Lender and Borrower capacities determined by legal documents of investment agreements. Conduct management of daily events, issue resolution, and process improvement initiatives by leveraging subject matter expertise and organizational skills. Build and manage relationships with various internal stakeholders in Operations, Credit Facility Management, Credit Risk, Deal Teams and other divisions as needed. Build and manage relationships with various external stakeholders such as external clients, Agents and Companies. Mitigate Material Non Public Information (MNPI) risk through maintaining accuracy in communications with the respective compliance teams and the Business. Work with global Operations business units to assess and streamline processes in order to mitigate risk or control issues and generate efficiencies. Identify and timely escalate open risk to team management on a daily basis. 

Job Requirements: Masters degree (U.S. or foreign equivalent) in Finance, Economics or a related field, and one (1) year of experience in job offered or a related role OR Bachelors degree (U.S. or foreign equivalent) in Finance, Economics or a related field, and three (3) years of experience in job offered or a related role. Prior work experience must include one (1) year of experience (with a Masters degree) or three (3) years of experience (with a Bachelors degree) with each of the following: reviewing underwriting documentation and financial statements to accurately interpret complex asset servicing events and understand their impact to operational teams across various business sleeves such as urban development investments, direct lending investments, or real estate investments; reviewing and interpreting credit agreements, identifying and capturing covenant structure on a loan such as quarterly and annual financial statements, compliance certificates, and financial testing ratios (DSCR, interest coverage, leverage ratio, etc.) to accurately build delivery schedules in the operations system and monitor the ongoing financial performance of investments; full loan lifecycle and the associated end-to-end operational requirements of lending agreements through maturity, and any amendments to the agreements; identifying financial risks, interpreting the impact of asset servicing events to credit worthiness, and understanding of Loan Review Committee or amendment approval processes; and collaboration with internal and external stakeholders to identify process improvement opportunities that enhance efficiency and strengthen operational controls.

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, veteran status, disability, or any other characteristic protected by applicable law.

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