Asset & Wealth Management Operations-Private Lending Ops-Associate-Dallas
Goldman SachsAbout the role
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Goldman Sachs Private Bank
Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client's wealth management goals. Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management. Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art, or vineyards. All team members are employees of Goldman Sachs Bank, USA
Private Lending Services
The Private Lending Services (PLS) team is a key middle office control function supporting the Private Wealth Management (PWM) Private Lending organization. The Covenants Senior Analyst will be part of the Private Lending Operations team within Asset & Wealth Management, responsible for end-to-end oversight of covenant monitoring and compliance across a portfolio of loans. The loans underwritten cover a diverse range of assets, including commercial real estate, GS, and third-party private equity/hedge funds (including co-invest facilities), aircraft, fine art, hobby properties, private company stock, and marketable securities.
The PLS team ensures client compliance with federal regulations throughout the loan lifecycle, from origination and funding to ongoing maintenance. Additionally, PLS actively contributes to business-related initiatives, such as new product development and system/operational enhancements.
PLS collaborates with underwriters and lenders to deliver customized solutions and exceptional service to clients.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Acquire and maintain comprehensive expertise in Private Lending's product suite while reviewing credit agreements to ensure all conditions precedent are met for smooth closing.
- Coordinate loan onboarding activities by booking complex facilities, collateral, and borrower information into core systems, validating key loan terms against transaction documentation to ensure absolute data integrity.
- Monitor transaction pipelines and proactively identify and resolve bottlenecks to prevent delays in closing timelines.
- Act as the first line of defense by supporting audit and regulatory remediation efforts, maintaining robust documentation, and ensuring adherence to compliance standards.
- Drive process improvements and initiatives by collaborating with Front Office, Risk, Legal, and Engineering teams to enhance operational efficiency and system capabilities.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
- Bachelor's degree required.
- Minimum 3-4 years of relevant professional experience.
- Strong understanding of lending products and covenant structures.
- Analytical skills with attention to detail.
- Experience with Excel and data/reporting tools.
- Strong communication and stakeholder management skills.
- Strong project management, multi-tasking, and organizational skills.
- Desire to be part of a dynamic and growing business.
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. Head
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s