Portfolio & Tax Operations Analyst

$60,000 - $60,000/Yr

Specialisterne USA - Salt Lake City, UT

Full-time - Intern

Salt Lake City, UT

Educational Services

About the position

The Portfolio & Tax Operations Analyst role at Goldman Sachs is an internship position within the Private Wealth Management Operations team, located in Salt Lake City, UT. This 8-9 week internship offers the potential for transition into full-time employment. The analyst will be responsible for monitoring and validating data for accurate reporting, reviewing corporate actions, issuing client tax reports, and providing training to advisor teams. The role emphasizes teamwork, problem-solving, and a commitment to quality controls.

Responsibilities

• Monitor and validate data to ensure accurate reporting of realized gains and losses
• Review corporate action events to capture appropriate cost basis updates
• Issue client tax reports across multiple jurisdictions prior to regulatory deadlines
• Find creative solutions to problems while providing excellent client service
• Provide training to Private Wealth Management (PWM) Advisor teams regarding tax reporting updates
• Partner with the Business and Engineering teams to improve operational processes and workflows
• Review and approve transactions for IRA accounts

Requirements

• Bachelor's degree in any discipline
• Basic knowledge of the securities industry, stock market, and tax principles is nice to have but not required
• Experience (professional, personal, or academic) with Wealth Management brokerage functions is nice to have but not required
• Intermediate data management skills using Microsoft Excel and other Office Suite tools (Word, PowerPoint, Outlook)
• Basic querying skills using SQL is nice to have but not required
• Exposure to business analytical tools, such as Tableau and/or Alteryx is nice to have but not required

Nice-to-haves

• Basic knowledge of the securities industry, stock market, and tax principles
• Experience with Wealth Management brokerage functions
• Basic querying skills using SQL
• Exposure to Tableau and/or Alteryx

Benefits

• Access to great internal training resources
• Opportunity to work with a supportive team
• Exposure to diverse job functions and challenges