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Portfolio & Tax Operations Analyst - Neurodiversity Hiring Initiative

Specialisterne USA
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Specialisterne works with employers committed to diversifying their workforce and expanding their talent pool to include those who may think and problem-solve differently. 

Our unique hiring model is designed to remove the barriers often embedded in the traditional hiring process and provide an environment where everyone can be at their best and most productive.

You are considered eligible to apply for job opportunities through Specialisterne if you have identified with one or more of the following neurodivergent labels or identities, have experienced barriers to finding and/or maintaining employment related to your neurodivergence, and are open to receiving workplace support during your first 3 months on a potential job.

  • Autism (including Asperger’s and PDD-NOS)
  • Attention Deficit/Hyperactivity Disorder (ADHD)
  • Attention Deficit Disorder (ADD)
  • Learning Disability (dyslexia, dyscalculia, dysgraphia)
  • Intellectual Disability
  • Obsessive Compulsive Disorder (OCD)
  • Tourette Syndrome

If you have questions, need assistance or would like to request an accommodation, please contact us: talent.usa@specialisterne.com

 

Summary

  • Organization: Goldman Sachs
  • Job Title: Portfolio & Tax Operations Analyst
  • Location: Salt Lake City, UT

Employment Terms:

  • This role is an 8-week internship with the opportunity to transition to full-time
  • Internship and full-time employment are both fully in-office
  • Hours: 7:30am-3:30pm
  • Overtime: Additional hours may be required
  • Target Start Date: June 3, 2024
  • Estimated Salary: $55,000/year
  • Must be legally authoried to work in the United States, without the need for sponsorship now or in the future

Essential Tasks - In this job, you will:

  • 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

General Skills and Abilities - In this job you will demonstrate:

  • Strong commitment to quality controls and procedures
  • The ability to work well in a team environment and independently without constant supervision
  • The ability to improve processes
  • The ability to identify risks that may come up within different industry processes and know when to escalate issues
  • Humility and willingness to learn

Digital/Technical Skills - In this job you will demonstrate:

  • Intermediate data management skills (such as transferring information, using formulas such as VLOOKUP, and creating charts/graphs and pivot tables) using Microsoft Excel and other Office Suite tools (Word, PowerPoint, Outlook)
  • Intermediate site navigation skills (pulling data, combining data) using web-based applications
  • Basic querying skills using SQL is a nice to have but not required
  • Exposure to business analytical tools, such as Tableau and/or Alteryx is nice to have but not required

Education/Knowledge - In this job you need to have: 

  • 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 - In this job you need to have: 

  • Experience (professional, personal, or academic) with Wealth Management brokerage functions is a nice to have but not required

Social Interaction - The following types of communication and interaction are required to perform the job successfully: 

  • Oral communication: Hourly
  • Email communication: Hourly
  • Instant messaging: Daily
  • Telephone communication: Daily
  • Video communication: Daily (Camera on is preferred)
  • Interacting with supervisors: Daily
  • Interacting with peers: Hourly
  • Interacting with customers: Daily (Internal customers)
  • Selling or influencing others: Weekly (Pitching ideas to others)
  • Training or teaching others: Weekly

Job Stressors - Employees sometimes find the following stressful about this job:

  • Dealing with different regulatory deadlines and tax reports, which can involve extended working hours to meet tight deadlines

Job Motivators - Employees tend to find the following motivating or rewarding:

  • The opportunity to work with an incredibly supportive team of highly motivated individuals who are strong performers
  • Working on a diverse team of individuals with a variety of cultural, professional and academic backgrounds
  • Exposure to a variety of different job functions, including client service, data reconciliations, regulatory implementations, data analytics and more, which provides the opportunity to take on fresh new challenges and learn new skills
  • Access to great internal training resources

 

The Specialisterne Recruitment Process:

Application

  • Apply to the job: Fill out an online application and submit your resume on Specialisterne’s Job Opportunities page.
  • Complete discovery: Complete a follow-up discovery questionnaire to help us learn more about your situation, job skills and how you work best.
  • Application review: Specialisterne will review your application, and candidates who best match qualifications for the job will be invited to the assessment.

Assessment

  • Create a job-specific Candidate Profile: Qualified candidates will receive access to their Candidate Profile to answer job-specific questions and/or complete a work sample exercise to showcase your relevant skills for the role.
  • Meet with a Specialisterne facilitator: After you have completed the Candidate Profile, a Specialisterne facilitator will book a review meeting with you to discuss your profile and help you showcase your skills best.

Manager Meeting

  • The employer will review Candidate Profiles and invite candidates who align best with their role for a structured meeting to learn more about you and answer any questions you may have.
  • After the structured meeting, the employer will select candidates for the internship and selected candidates will begin onboarding.

Workplace Support

  • Specialisterne and our employer partners are committed to providing inclusive onboarding experiences and supporting new employees as they learn on the job
  • All new hires continue to liaise with a Specialisterne Workplace Support Specialist for their first twelve weeks on the job